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Employee Benefits Account Coordiantor

Alkeme Insurance

Sandy, UT

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JOB DETAILS
SKILLS
Administrative Skills, Apiary/Beekeeping, Billing, Communication Skills, Compensation and Benefits, Customer Support/Service, Customer/Client Research, Detail Oriented, Documentation, Employee Benefits, Establish Priorities, Health Insurance, Insurance, Life Insurance, Maintenance Services, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Onboarding, Operational Support, Organizational Skills, Presentation/Verbal Skills, Sales Management, Spreadsheets, Time Management, Writing Skills
LOCATION
Sandy, UT
POSTED
Today
Job Description: Employee Benefits Account Coordinator
Job Title: Employee Benefits Account Coordinator

Location: The Hive - Sandy, UT 84070

Reports to: Agency Leader, Client Services Director, or Lead Benefits Account Manager

Department: Employee Benefits

FLSA Status: Non-Exempt

Job Purpose
The Employee Benefits Account Coordinator provides administrative and client service support to the Employee Benefits team. This role assists Account Managers and Producers with day-to-day servicing activities, renewal preparation, carrier communication, and account documentation while delivering a high level of responsiveness and professionalism to clients and internal teams.

Key Responsibilities
1. Client Service and Account Support
  • Assist Account Managers and Producers with servicing Employee Benefits accounts.
  • Respond to routine client inquiries and requests in a timely and professional manner.
  • Support preparation of client materials, spreadsheets, presentations, and benefit-related documentation.
  • Assist with onboarding new groups and processing service requests.
2. Renewal and Administrative Support
  • Help prepare renewal documentation and gather required information from clients and carriers.
  • Maintain accurate and organized electronic files within the agency management system.
  • Assist with enrollments, applications, invoices, and carrier paperwork.
  • Track deadlines and follow up on outstanding items to ensure timely completion.
3. Carrier and Vendor Coordination
  • Communicate with carrier representatives regarding routine service matters and requests.
  • Assist in obtaining quotes, forms, and policy-related information from carriers.
  • Document client and carrier communications accurately within internal systems.
4. Team Collaboration and Operational Support
  • Work collaboratively with Account Managers, Producers, and internal departments.
  • Participate in team meetings and assist with department initiatives and projects.
  • Support additional administrative and operational tasks as assigned.
Qualifications
Education & Experience
  • High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
  • 1+ years of administrative, customer service, or insurance-related experience preferred.
  • Employee Benefits or insurance brokerage experience is a plus.
  • Life & Health insurance license preferred or willingness to obtain within a specified timeframe.
Knowledge, Skills & Abilities
  • Strong attention to detail and organizational skills.
  • Excellent written and verbal communication abilities.
  • Ability to prioritize tasks and work effectively in a fast-paced environment.
  • Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.
  • Ability to learn agency management systems and carrier platforms quickly.
Working Conditions
  • Primarily office-based with potential for hybrid flexibility depending on business needs.
  • Prolonged periods of sitting and computer use.
  • May require occasional extended hours during renewal periods or peak workloads.
  • Must be able to pull or lift up to 15 pounds occasionally.

About the Company

A

Alkeme Insurance