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Moreton & Company · 2 days ago

Account Coordinator

Meridian, ID

Full-time

Onsite

New Grad, Entry Level

Moreton & Company is seeking an Account Coordinator to work directly with the Account Manager and Producer in assisting with employee benefit client renewals and various administrative tasks. The role involves preparing market bids, analyzing proposals, and maintaining client carrier spreadsheets while developing professional relationships with clients and carriers.

Information TechnologyInsurance

Growth Opportunities

Responsibilities

Assist the Account Manager in the marketing and processing of new and renewal accounts obtained by the Sales Executive or by expansion of existing accounts

Assist the Account Manager in preparing all market bids to the carriers and assist in the preparation of spreadsheets once received

Assist the Account Manager in analyze market proposals received from the carrier(s) to determine benefits, premium rates and competitiveness

Assist the Account Manager in creating, modify, finalize, and maintain client carrier spreadsheets in accordance with internal processes at renewal and throughout the policy period

Maintain professional standards in conduct with carriers, clients, and other Moreton employees

Develop and maintain excellent working relationships with carriers, clients, and fellow co-workers

Consistently develop a working knowledge of the Benefit Department job functions and all other aspects of the department

Ability and knowledge to provide back-up and perform the specific duties of an Account Manager, in addition to other job functions within the Department, when required

Pursue a program for personal and professional development which includes CEBS or AHIP Designations

Other duties as assigned

Qualification

LifeHealth Producer licenseAdvanced Excel skillsWindowsOffice 365Organizational skillsCommunication skillsProblem solving skillsNegotiating skillsTime management skills

Required

Must currently hold appropriate state Life and Health Producer license; or must obtain within three months from date of hire and maintain license by meeting the continuing education requirements

Remain informed of new, updated industry information as well as new product information from the carriers

Task oriented, excellent organizational skills, ability to prioritize workload, strong attention to detail

Excellent time management skills

Excellent problem solving and negotiating skills

High level of computer literacy including a working knowledge of Windows and Office 365

Intermediate skill level in Word, Excel and Power Point

Excellent communication skills (written and verbal)