Account Coordinator

    • Sherman Oaks, CA

The Account Coordinator provides administrative support to our Account Management team as well as excellent customer service to our clients.


  • Assist Account Manager by managing daily account activities relating to the renewal process, new employee enrollment process, benefit plan transfer process, status change and reviewing of claims
  • Responsible for accurately creating and updating electronic databases and files.
  • Follow up on activities with the carrier and/or vendor and client on a regular basis
  • Support new participant enrollment and existing participant renewal.
  • Coordination of client education seminars and benefit fairs.
  • Manage and resolve client issues, requests, problems and issues.
  • Develop marketing materials such as newsletters, direct mail pieces and advertising.
  • Perform clerical duties as needed for account management, such as filing, photocopying, and correspondence.

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