Account Case Coordinator

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary Account Case Coordinator is responsible for the successful implementation and coordination of the benefit plans and benefit administration services that we provide to our client group accounts. The Account Case Coordinator works directly with the Account Executive and Sales Director’s in obtaining carrier proposals for potential clients, overseeing the implementation and setup related to our internal system and service teams’ functions inside their assigned client group enrollments. The position entails working with clients to ensure that we are successfully executing upon our provided administration services, while delivering the highest levels of customer service. Job Description Duties/Responsibilities [The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.] The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons. Enter and Manage all case related tasks and activities in the company’s CRM system including all case specific documents related to the plans and administration services provided to assigned group accounts Handles all service and eligibility related issues related to their assigned client account’s in working with internal service team members to ensure positive resolution. Works with internal sales team to fulfill case specific proposals or RFP requests for both product and services to be delivered Markets product lines for each specific client group account to carriers and creates proposals and market analysis for sales team Responsible for overseeing the setup of client group case enrollments by working with the client group and enrollment system team in order to gather all pertinent information and ensure successful delivery of the enrollment system for the open enrollment Coordinates the activities and tasks related to the annual open enrollment project plan in conjunction with the Account Executive and corresponding client representative(s) to ensure successful implementation. Qualifications Minimum Job Requirements Bachelor’s degree or equivalent; minimum 3 years of experience in the employee benefit or insurance industry required Must obtain and preserve required licenses/certifications as required Familiar with a variety of insurance industry concepts, practices and procedures. Knowledge, Skills, and Abilities Able to multitask, prioritize, and manage time efficiently Able to work in a fast-paced, team environment as well as independently Proficiency in Microsoft Word, Excel and PowerPoint and applicable technology Strong interpersonal skills; effective oral and written communications both internally and externally Flexibility and adaptability; energetic and self-driven Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus About Us Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals. Our Mission AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives. Our Values AmeriLife practices five core values at all levels of the organization: Honesty – We deal truthfully with all of our clients Integrity – We always do what is right for our clients Accountability – We put our clients’ needs first by taking take ownership of our actions Excellence – We do more than our jobs by going the extra mile for our clients Courage – We stand up for what is right