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Milwaukee, Wisconsin


Account Coordinator - Milwaukee

Job Summary

Entry level position in the account management department and a potential advancement to the Account Manager position if the employee meets the criteria. Account Coordinators provide administrative and customer service support to account managers and sales consultants.

Essential Functions:

· Provide support to the account management team on day to day development and implementation of the clients

· Work with internal departments on solving any issues that may come up with clients or brokers

· Attending to the needs of the clients, Account Manager and Sales Consultant in ways that add value to the relationship

· Work closely with Account Manager or Sales Consultants to provide day to day support for the client relationship

· Assist with the preparation of PowerPoint presentations and welcome packets for clients and employee meetings

· Assist Account Managers on monthly reporting functions

· Develop and maintain positive relations between Account Manager and Operations to ensure business retention

Nonessential Functions:

· Assist with client and employee meetings/wellness fairs as needed (minimal travel as needed for these meetings)

· Other duties as assigned or appropriate


· Knowledge of self-funded or fully insured health plans (HIPPA, DOL regulations, ERISA, medical terminology and claims processing preferred but not required.)

· PC Skills including e-mail, Word, Excel, and PowerPoint

· Excellent interpersonal and written/verbal communication skills.

· Attention to detail and strong problem solving skills

· Ability to multi-task. 2-4 years related experience; or equivalent combination of education and experience.