Employee Benefits Account Coordiantor

Job Description: Employee Benefits Account CoordinatorJob Title: Employee Benefits Account CoordinatorLocation: The Hive – Sandy, UT 84070Reports to: Agency Leader, Client Services Director, or Lead Benefits Account ManagerDepartment: Employee BenefitsFLSA Status: Non-ExemptJob PurposeThe 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 Client Service and Account SupportAssist 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. Renewal and Administrative SupportHelp 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. Carrier and Vendor CoordinationCommunicate 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. Team Collaboration and Operational SupportWork 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.QualificationsEducation & ExperienceHigh 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 & AbilitiesStrong 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 ConditionsPrimarily 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.