Associate Account Services Coordinator

Familiarity with benefit products, service guarantees, Summary Plan Descriptions, contractual language, dental terminology, and Current Dental Terminology codes preferred. Partners with Account Services Coordinators and Account Managers to maintain accurate account data and strengthen customer relationships.

Associate Account Services Coordinator Open Enrollment
Job Summary

Responsible for overseeing and executing administrative and processing activities within Account Services. Supports internal and external customers by processing benefit summaries, administrative changes, and contact updates accurately and on time. Partners with Account Services Coordinators and Account Managers to maintain accurate account data and strengthen customer relationships.

Responsibilities

• Maintain an understanding of customer benefit structures, products, and plan designs to accurately process administrative and non-rated changes.
• Process information requests, benefit highlight summaries, and other customer-related requests.
• Collaborate with internal departments to gather data for presentations and reports.
• Research issues, identify solutions, and communicate resolutions to appropriate stakeholders.
• Interpret and summarize information clearly and concisely for external customers.
• Support open enrollment meetings and deliver presentations through in-person and virtual platforms as needed.
• Assist with special projects and other assigned responsibilities.

Requirements

• High school diploma or GED required.
• At least three years of related experience in sales, account management, client support, or administrative support preferred.
• Experience supporting internal or external clients preferred.
• Familiarity with benefit products, service guarantees, Summary Plan Descriptions, contractual language, dental terminology, and Current Dental Terminology codes preferred.
• Ability to manage detailed work, varying types of data, and confidential information.
• Ability to work in a demanding environment, meet deadlines, and provide consistent follow-through.

Skill

• Proficiency in Microsoft Excel, Zoom, and Microsoft Teams.
• Strong communication, customer service, and time management skills.
• Excellent organizational, task management, and multitasking abilities.
• Strong English grammar, composition, editing, and proofreading skills.
• Meticulous, flexible, and creative approach to problem-solving.
• Courteous, patient, and helpful attitude when working with customers and employees.

Summary Qualification

• Administrative and client support experience in an account services or related environment.
• Ability to accurately process account changes and customer information.
• Strong research, problem-solving, and information management capabilities.
• Ability to communicate complex information clearly and professionally.
• Commitment to accuracy, confidentiality, exceptional service, and timely execution.

 

Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.