Account Coordinator

LifeWise. Applying innovation and strategy to create leading-edge health coverage and benefit solutions for our members.

LifeWise’s culture promotes individual development, fosters innovation, and rewards success. We are creative, strategic thinkers who use our talents to fulfill our mission of creating peace of mind for our members.
If you would like to apply your skills and experience to create health-care solutions, consider the following position:

Job Summary:
Provide sales support for Account Managers by coordinating and/or participating in the internal activities necessary, such as researching and resolving customer and broker issues, to insure retention and maintenance of accounts and the sale of additional lines of coverage.
Responsibilities:
1. Coordinate with Underwriting and other internal departments to develop alternative benefit quotes, request simple revisions, and obtain explanation of rate action, approval of effective date, coordinate resolution of claims issues and other miscellaneous changes.
2. Maintain SMART database to ensure timely and accurate reporting.
3. Coordinate and support Account Managers to arrange for and if needed attend or conduct employee meetings, benefit fairs, etc.
4. Document, communicate and monitor internal and external timelines required to guarantee renewal implementation success for the defined market segment.
5. Perform activities such as preparing group proposals, renewal exhibits and welcome letters, gather Schedule A information and handle broker search/authorization letters.
6. Provide back up for Account Manager by responding to brokers, agents, and/or groups regarding benefits, underwriting guidelines, multiple lines of business and other miscellaneous information.
7. Coordinate process of enrollment, probationary, broker and address changes and requests for additional ID cards, benefit booklets, out-of-state directories, broker and group supplies.
8. Work collaboratively to back up Account Coordinators and Sales Associates in their support of groups and brokers as dictated by business need.
9. Perform group renewal activities such as reviewing renewals for the negotiated business market segment, follow-up on outstanding renewals and preparing renewal reminder letters for the regulated business market segment.
10. Additional administrative duties including filing, faxing, answering the phone, assisting with walk-in customers and other duties as assigned.

Minimum Qualifications:
1. 2 years of recent sales experience and/or extensive customer service background
2. High School diploma or equivalent
3. Possess or obtain Agent’s license and appointed with LifeWise
4. Strong customer service skills
5. Strong written and verbal communication skills
6. Effective human relations skills
7. Problem-solving, analytical and organization skills with experience working under time constraints in a high volume environment
8. Ability to work independently or in collaboration with various departments and levels of personnel
9. Professional appearance and manner

Additional Qualifications Preferred:
1. College degree
2. Knowledge of LifeWise's products, operations, policies and underwriting guidelines