Evans National · 1 day ago
Account Coordinator
Oklahoma City, OK
Full-time
Onsite
Entry Level
$45K/yr - $55K/yr
1+ years expEvans National is seeking an Account Coordinator to manage client accounts efficiently. The role involves providing administrative support, ensuring data accuracy, and assisting in client communications and renewals.
Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRetirement
Responsibilities
Provide administrative support to Account Managers and Account Executives in the servicing of client accounts
Prepare and maintain client files, ensuring that enrollment data, eligibility lists, plan documents, and correspondence are complete, accurate, and up to date
Process employee benefit enrollments, terminations, and changes within benefits administration systems, verifying eligibility and ensuring data accuracy
Assist in the preparation and distribution of client communications, including open enrollment materials, renewal packets, and compliance notices
Coordinate with insurance carriers and vendors to gather information, confirm coverage details, and resolve routine issues
Support the renewal process by organizing data, updating plan summaries, and assembling client presentations
Generate and proofread reports, spreadsheets, and billing statements to ensure accuracy prior to client delivery
Schedule and coordinate meetings, calls, and internal follow-ups for the Account Management team
Maintain task lists, calendars, and timelines to ensure deliverables are completed accurately and on schedule
Assist with special projects and administrative tasks as needed, contributing to the efficiency of the department
Qualification
Required
1–2 years of experience in administrative support or customer service, ideally in employee benefits, insurance, or HR-related fields
Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment
Excellent written and verbal communication skills, with a keen attention to detail and accuracy
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and benefits administration software preferred
Ability to work effectively both independently and as part of a collaborative team
Commitment to providing exceptional customer service and building positive relationships with clients
Preferred
Bachelor's degree preferred, but not required
Experience with CRM and benefits administration software preferred
Benefits
Comprehensive benefits package, including health, dental, and vision insurance
Retirement savings plan with employer match
Paid time off and flexible work arrangements
Professional development and career growth opportunities
Collaborative and supportive work environment
Company
Evans National
Evans National is an insurance brokerage firm that offers employee benefits, property, casualty, and retirement plans.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jon Evans
Chief Executive Officer
Company data provided by crunchbase