Core Accounts Coordinator

📋 Description

• • As a Core Accounts Coordinator at Avesis Incorporated, you will play a pivotal role in supporting the Commercial Account Management team, with a specialized focus on the Vision division and its retiree clients. This remote position offers a unique opportunity to contribute to a leading provider of supplemental benefits, ensuring seamless client experiences and operational efficiency.
• • You will be instrumental in providing daily administrative and operational support, acting as a key liaison between clients and internal departments. Your responsibilities will include assisting senior account managers in the oversight of key accounts, ensuring that client needs are met with precision and timeliness.
• • A significant part of your role will involve managing and processing essential client documentation. This includes accurately pulling ID cards, plan documents, and group/member bills upon request, ensuring clients have the information they need when they need it.
• • You will be responsible for completing critical administrative forms such as Broker of Record (BOR) forms and change requests, utilizing internal systems like Smartsheet and other proprietary platforms to maintain data integrity and streamline workflows.
• • Proactive monitoring of incoming service requests will be a core function, ensuring that all inquiries are triaged effectively and followed up on promptly to guarantee timely resolution and maintain high client satisfaction.
• • Maintaining organized and up-to-date account records, contact information, and task tracking across various platforms is crucial. This meticulous approach ensures that the Account Management team has access to accurate information, facilitating efficient operations and informed decision-making.
• • You will provide essential support for various project-based initiatives. This includes assisting with open enrollment preparations, pulling necessary reports for analysis, and managing group onboarding checklists, contributing to the successful execution of strategic client programs.
• • A key aspect of this role is to proactively identify administrative bottlenecks and collaborate with the team to develop and implement process improvements. Your insights will help streamline operations, enhance efficiency, and reduce the overall administrative workload for account managers.
• • You will ensure the timely and accurate entry of internal service tickets for billing, claims, and eligibility support. This critical function allows for the swift resolution of client issues, preventing disruptions to service and maintaining strong client relationships.
• • Maintaining and organizing client documentation, including meeting preparation materials and administrative forms, is vital for supporting the efficient operations of the account management team. Your organizational skills will directly contribute to the team's ability to deliver exceptional service.
• • Monitoring shared team inboxes and triaging requests appropriately is essential to prevent missed deadlines, dropped follow-ups, or service delays. Your ability to manage multiple communication channels will be key to operational success.
• • By reducing the administrative workload for account managers, you will empower them to focus more on cultivating client relationships, driving retention, and engaging in strategic planning.
• • You will actively track open items and follow up with internal departments to ensure client issues related to billing, enrollment, and claims are resolved within expected timelines, thereby minimizing the need for account manager escalations.
• • Preparing, managing, and maintaining internal systems such as Cadence, Smartsheet, and SharePoint is a core responsibility. Ensuring accurate and up-to-date information is readily available to the account management team at all times is paramount.
• • You will monitor shared inboxes and effectively triage incoming requests related to benefit clarification, eligibility questions, and general follow-ups.
• • Opening and tracking internal service tickets for billing, claims, and eligibility corrections will be a regular duty, ensuring all client-related issues are properly logged and addressed.
• • Following up with internal departments to expedite the resolution of client issues will be a key part of your role.
• • You will assist with meeting preparation by pulling necessary documents and eligibility reports, ensuring account managers are well-equipped for client interactions.
• • Preparing standard reports for Account Managers ahead of client meetings or renewals will be a regular task, providing valuable insights for strategic discussions.
• • Organizing and maintaining plan documents, renewal deliverables, and open enrollment materials will ensure easy access to critical information.
• • Supporting document routing and signature collection for plan changes and eligibility rosters will streamline administrative processes.
• • Demonstrating collegiality by building strong, approachable, and helpful relationships across the company, and supporting team growth, is highly valued.
• • Taking initiative to lead or take action to achieve goals will be encouraged and recognized.
• • Strong communication skills, both oral and written, are essential for relaying issues, concepts, and ideas clearly.
• • A member-focused approach, going above and beyond to make members feel seen, valued, and appreciated, is fundamental to our company culture.
• • Being detail-oriented and thorough in managing and completing assignments with minimal oversight is expected.
• • Flexibility and responsiveness in managing new demands, changes, and situations are crucial in this dynamic role.
• • Applying critical thinking to effectively troubleshoot complex issues, problem-solve, and multi-task will be essential for success.
• • Acting with integrity and responsibility, demonstrating a clear sense of ownership for actions and decisions, and maintaining confidentiality when required, are core behavioral expectations.
• • A collaborative spirit, representing your own interests while being fair to others in search of workable solutions, is highly valued.