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Employee Benefits Account Coordinator (Entry Level)

Company: AssuredPartners - Tolman & Wiker
Location: Ventura
Posted on: October 15, 2021

Job Description:

Leading Insurance Company, AssuredPartners - Tolman & Wiker, is seeking an Employee Benefits Account Coordinator to add to their team!


Salary: $40,000 - $45,000 depending on experience and full benefits (health, dental, vision, 401k, PTO and more)

Job Location: 196 S Fir Street, Ventura, CA 93001 (in-office role)

Work Hours: Monday through Friday 8 AM to 5 PM PST (full-time non-exempt)

Job Level: Account Coordinator - Employee Benefits 


AssuredPartners - Tolman & Wiker has Excellent Benefits, including:

  • 401K + match
  • Medical, Dental and Vision Insurance
  • HSA and FSA options
  • Employer-paid life insurance and long-term disability
  • Voluntary life insurance, critical illness and accident insurance
  • Paid time-off and paid holidays
  • Travel reimbursement
  • Volunteer Time Off
  • Bonus structure for non-sales positions 
  • Paid licensing program for CA Life and Health License


Employee Benefits Account Coordinator Role Summary:

The Account Coordinator will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations.


Employee Benefits Account Coordinator Requirements:

  • College Degree required
  • 6+ months experience required in customer service, human resources, and/or benefits administration 


Employee Benefits Account Coordinator Responsibilities Include:

  • Responsible for marketing activities, including but limited to establishing timelines for end-to-end RFP process
  • Obtaining necessary information to prepare the request for proposal; distributing RFP to identified markets; contacting the carrier to insure receipt of request for proposal and reports to the assigned Account Executive any issues that are identified; insuring that the RFP deadlines are met by the carriers/service vendors
  • Determining that all information requested from the carriers/vendors has been received and is accurate according to quote requests
  • Creating spreadsheets with plan details and rate exhibits and reviewing for accuracy
  • Scheduling and meeting with Account Executives and Producers to present final RFP within established timeline
  • Responsible for maintaining strong relationships with carriers and external business partners, including but not limited to having a clear understanding of carrier’s product offerings and processes to maintain efficient workflow and maintaining general product knowledge
  • Following agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance and file maintenance
  • Participating in special projects/teams, proactively identifying areas to assist team members, assisting in workflow review and improvement initiatives, and performing all other activities inside and outside of job scope


About AssuredPartners - Tolman & Wiker:

Tolman & Wiker Insurance Services founded in 1923, is now a partner agency of AssuredPartners, one of the largest and most capable insurance brokerages in the United States. With offices in Ventura, Los Angeles, Santa Maria, Bakersfield, Salinas, and Westlake Village, the Tolman & Wiker team brings our clients best-in-class Risk Management and Employee Benefits capabilities, through our laser-focused local and regional service teams.



Keywords: AssuredPartners - Tolman & Wiker, Ventura , Employee Benefits Account Coordinator (Entry Level), Other , Ventura, California

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