Account Management Coordinator

Account Management Coordinator

Location: Remote

Department: Member Services Division

Reports to: COO/VP of Claims Operations

Job Overview

CEHAS Plan Administrators, LLC is a national Third-Party Administrator (TPA) specializing in the design, facilitation, and administration of benefit and financial-based products and services. Our Account Management Coordinator is pivotal in fostering growth and improving process organization for our FairPrice product line and must be a motivated and detail-oriented individual.

The individual in this position will act as a bridge between our clients and internal operations, providing high-level support to client contacts and brokers will ensuring the seamless execution of all operational processes for the Account Management Team.

Responsibilities

Shared Responsibilities across the Account Management Team:

• Group Implementation: Execute the setup for new groups, including census uploads, system configuration, and vendor setups. Facilitate the generation and distribution of plan documents for signature.
• Group Renewals: Process group renewals through to completion, including the implementation of plan changes and notifying vendors and internal departments of renewal status.
• Group Terminations: Manage the termination process through to completion, ensuring all vendors and internal teams are properly notified.
• Group Support: Act as a resource for HR administrators regarding portal troubleshooting, ID card requests, and general plan inquiries. Coordinate group compliance items and ensure signatures are obtained on all required documentation.
• Eligibility Maintenance: Collaborate with the IT team to review and audit enrollment changes received via electronic files.
• Billing Coordination: Assist with the reconciliation of monthly invoices, investigate premium discrepancies, and ensure accurate group billing.

Individual Responsibilities

• Enrollment Primary Processing: Serve as the first point of contact for daily enrollment/eligibility auditing and processing workflows.
• Lead Support: Provide critical quality control by reviewing Lead Account Manager-managed accounts during high-volume periods (such as Open Enrollment) to ensure data accuracy.
• Operational Backup: Fully manage the Lead’s book of business during their absence, including attending client calls, responding to urgent inquiries, and maintaining project timelines.

Qualifications

• 2+ years of experience in account support, coordination, or customer service role; experience in insurance, benefits administration, or TPA environment preferred.
• Experience in Salesforce.
• Excellent organizational, problem-solving, and communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• High attention to detail with strong follow-through.
• Proficient in Microsoft Office and Google Workspace applications.

Core Competencies

• Organization & Accountability: Keeps projects and follow-ups on track while meeting deadlines.
• Communication: Maintains professional, proactive communication with internal and external partners.
• Customer Focus: Builds trust and provides exceptional support to our internal team, members, and brokers.
• Adaptability: Works effectively in a fast-paced, evolving sales and operations environment.
• Collaboration: Partners effectively with internal departments to meet company goals.

Job Type: Full-time

Pay: $50,456.59 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: Remote