EM Benefits has an exciting career opportunity for an Existing Business Coordinator. The Existing Business Coordinator will assist in maintaining broker relations by servicing existing business accounts in a team environment. This individual will also process eligibility changes, assist with billing inquires, assist with claim inquiries, etc.. Provide customer service to clients, brokers, and marketing representatives.

Established over six decades ago, EM Benefits, an Accretive Company, provides independent insurance agents with best-in-class products supported by meticulous and knowledgeable service. For more information about us, please visit https://www.embenefits.com/

• Process and follow-up on existing business inquiries.
• Pursue and develop good working relationships with carrier and broker/client.
• Maintain workflow to meet the goals established by management.
• Maintain and service existing clients (brokers, groups, and members) by providing guidance on issues that arise. I.e., eligibility issues, invoices inquiries, procedures, benefits, etc.
• Verify and process applications in accordance with established procedures to ensure accurate billings.
• Obtain necessary information for enrollment to maintain accurate membership record and provide confirmations in writing to client on new additions and changed memberships.
•  Communicate any unusual situation to marketing representative that developed with broker or client.
•  Responsible to work together as a team with the Marketing Representative and Team Lead so we can assist brokers and clients.
•  Enter new groups in EM Connect Database
•  Enter Production in Salesforce
• Perform other duties and projects as assigned by management.

• Minimum of 1 year of related experience preferred.
• High school diploma (or equivalent) required.
• General data entry skills required.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software required.
• Insurance background preferred.
• Excellent phone personality and ability to deal with people.
• Ability to compose clear and concise letters required.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.  
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.  
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.

Compensation:

The target salary range for this position is $37,500 to $52,000 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. 

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!