Account Coordinator – Employee Benefits – Madison, WI


The Account Coordinator will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Coordinator will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Account Coordinator will work with producers to maintain synergy among our corporate goals, carrier requirements, and the needs of our customers.

Job Duties

  • Respond promptly and professionally to the service needs of our insureds.

  • Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.

  • Assist producer in adding coverages to existing accounts.

  • Produce quote requests, spreadsheets and other related items while verifying their accuracy.

  • Maintain controls on renewals to ensure timely preparation and processing.

  • Prepare summaries of insurance and proposals as needed for account review.

  • Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer.

  • Refers current and prospective clients to other departments for solicitation of those lines of business.

  • Adhere to all Agency systems, procedures and state regulations.

  • Communicate effectively orally and in writing.

  • Broad knowledge of insurance products and usages and ability to work independently.

  • Ability to utilize computer programs and understand functionality.

  • Oversee functions performed by Assistant CSSs.

  • Maintain required client filing.


  • Bachelor’s degree highly preferred

  • Experience working with computers in Windows environment.

  • Strong MS Office skills, e.g. MS Word and MS Excel.

  • Good written and oral communication skills.

  • Above average mathematical skills.

  • Life, Accident and Health Insurance License preferred

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Previous experience in Employee Benefits is a plus.

Schedule may offer some flex to work remotely.




Recent Posts

See All