The Miller Group, a top Midwest brokerage firm founded in 1961 with roots in the construction industry, is seeking an Account Coordinator to support its employee benefits team. The Account Coordinator will report to and work closely with the Account Executive. The company has expanded across industries while maintaining a strong commitment to employee well-being, family, faith, and community.
The Miller Group offers a full range of services, including property & casualty insurance, employee benefits, surety bonds, and safety and loss prevention.
Essential Duties
- Assist in all aspects of the marketing, renewal, and service processes.
- Support Account Executives in the market analysis (spread sheeting) for presentation to clients
- Produce communication materials for clients to outline renewal changes, enrollment procedures, and plan clarifications.
- Complete paperwork and information gathering tasks to onboard new client accounts and new business lines.
- Document client requests in the Client Relationship Management System (CRM) and complete action items with a sense of urgency, as well as those assigned by other service team members.
- Maintain updated client and coverage information in Client Relationship Management Systems (CRM) and Epic.
- Enter client invoicing information in Epic system to ensure accurate client billing statements.
- Assist service teams in the preparation of client presentations, meetings, and benefit fairs.
Qualifications
- High school diploma is required, bachelor’s degree in a closely related field is preferred.
- Life and Health license is required within 30 days of employment.
- Intermediate to advanced skill in navigating the Microsoft Office suite, especially Excel and PowerPoint.
- Previous insurance industry experience, preferred.
- Excellent communication skills, both face-to-face and in writing.
- Proactively identifies client issues to avoid disruptions in client service and/or coverage.
- Demonstrates strong problem-solving skills and the ability to resolve challenges effectively.
- Demonstrates excellent interpersonal skills, with the ability to interact well with diverse personalities.
- Able to operate independently with minimal supervisor intervention.
- Able to effectively prioritize tasks in a fast-paced environment with a detail-focused approach.
Candidates must be authorized to work in the United States.
Offers are contingent on passing post offer pre-employment drug screen and background checks.
Equal Opportunity Employer M/F/Disability/Vet
