Account Coordinator

POSITION SUMMARY / PURPOSEThe Account Coordinator is a detail-oriented client service and account support role responsible for assisting with the administration, quoting, enrollment, and renewal support of employer-sponsored health benefits programs. This position directly reports to and supports the Agency Manager who provides medical, dental, vision, and ancillary benefit offerings to employers having 200 and less employees.This position strengthens day-to-day account management capacity by preparing cost and coverage spreadsheets, creating benefits booklets, setting up online enrollment platforms, supporting client onboarding and renewals, and helping ensure accurate and timely service to clients, employees, carriers, and internal team members.This is a support position and does not include employee management responsibilities. The role requires accuracy, responsiveness, good judgment, confidentiality, and strong proficiency with Microsoft Office products, specifically Excel and PowerPoint.Duties & Essential FunctionsAccount Management & Client Support•Support with new and renewing employer benefits accounts.•Respond to routine benefits inquiries from clients and employees regarding benefits offerings.•Coordinate with stakeholders to provide concierge level support to clients.•Provide responsive, professional, empathetic, and solutions-focused customer service.•Identify process gaps or recurring issues and escalate recommendations for improvement.•Support internal workflow documentation, data cleanup, and special projects as assigned.•Maintain confidentiality and handle sensitive employee and employer information appropriately.Proposal and Onboarding Support•Create and maintain cost and coverage spreadsheets for client presentations.•Assist with preparing quotes, proposals, renewal summaries, and client-facing marketing documents.•Review spreadsheets and benefit materials for accuracy, consistency, and completeness before delivery.•Create, configure, and maintain online enrollment platforms for employer groups.•Assist with open enrollment, new hire enrollment, qualifying life events, terminations, and demographicchanges by submitting employer information to the carriers via various online carrier platforms.Experience Requirements•1-3 years of experience in employee benefits, health insurance, HR administration, account management,customer service, administrative support, or a related field preferred.•Experience creating spreadsheets, comparison documents, booklets, presentations, or other client-facingmaterials preferred.• Experience with online enrollment systems, carrier portals, CRM systems, or benefits administration platforms preferred.• Basic knowledge of medical, dental, vision, life, disability, or ancillary benefits preferred.• Washington health insurance knowledge or willingness to obtain appropriate licensing if required by the company preferred.Qualifications & Competencies• Strong proficiency with MS Excel, MS PowerPoint and other Microsoft Office products.• Excellent attention to detail and accuracy, especially when working with spreadsheets and enrollment data.• Strong written and verbal communication skills.• Excellent organization, follow-through, and time-management skills.• Comfortable learning new software systems, carrier portals, enrollment systems, and internal workflows.Role Characteristics & Soft Skills• Collaborative and partnership-oriented with clients, employees, carriers, and internal team members.• Responsive, service-minded, and professional in written and verbal communications.• Able to work effectively both independently and under the direction of the Agency Manager.• Proactively identifies obstacles, communicates status, and helps move work forward to completion.• Exercises sound judgment when handling confidential or sensitive information.Compensation & BenefitsThe salary range for this position is $45,000-$55,000 annually, depending on experience.Eligible employees may be offered a benefits package that may include medical, dental, vision, paid time off, paid holidays, and other benefits or compensation programs available to eligible employees. Final benefit eligibility and details will be provided during the hiring process.Work EnvironmentThis position is a remote professional office role serving employer groups primarily in Washington State. The role requires regular use of a computer, phone and email to engage with clients. Occasional attendance at client meetings, open enrollment meetings, carrier meetings, team meetings, or Washington-based events may be required.Equal Employment OpportunitySapper Insurance is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, creed, religion, sex, sexual orientation, gender identity or expression, marital status, national origin, citizenship or immigration status, age, disability, honorably discharged veteran or military status, use of a trained dog guide or service animal, or any other status protected by federal, state, or local law.Reasonable AccommodationSapper Insurance provides reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, practices, or observances, as required by applicable law. Applicants who need accommodation during the application or hiring process may request assistance.