Overview

Join to apply for the Benefits Account Service Coordinator role at Morgenstern Insurance Services Inc.

$50,000.00/yr - $70,000.00/yr

• The Benefits Account Service Coordinator serves as a key support resource for both the Account Manager and Producer. This role focuses on data entry, day-to-day client service, contract review, eligibility support, and the production of client materials and technology utilization.
• Develop and maintain a strong understanding of health and benefit products, services, and tools to effectively educate clients on their program offerings.
• Assist with the preparation of renewal proposals, ensuring all required internal documents are utilized.
• Participate in client meetings and calls, as appropriate.
• Promote a collaborative and positive office environment through teamwork and supportive communication.
• Stay informed on industry trends, legislative changes, product development, and emerging technologies.
• Support client servicing needs, including coordination of employee ID cards, client coverage booklets, and contracts.
• Collect and maintain client census data to assist in the renewal and quoting process.
• Conduct detailed reviews of insurance contracts and ensure the accuracy of client plan documentation.
• Provide resolution support for enrollment discrepancies, premium billing issues, and escalated claims concerns.

• College degree preferred.
• Active Life and Health insurance license required.
• Highly personable, self-motivated, and goal-oriented with a drive to support organizational and client success.
• Strong organizational and follow-up skills.
• Working knowledge or strong interest in employee benefits.
• Consultative and solution-focused approach with clients and colleagues.
• Excellent listening skills and a strong customer service orientation.
• Ability to thrive in a fast-paced, team-oriented environment with minimal supervision.

• Entry level

• Contract

• Other

• Insurance

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