Job Description

OBJECTIVE: This position is responsible for providing day-to-day support to the Client Services Team including Account Managers, Sr Account Managers and Team Leads to ensure the delivery of an excellent client experience.  A successful Account Coordinator will have the service skills needed to meet internal and external customer needs, aiding in the gain and retention of the Lighthouse Group client base. The ability to organize and prioritize work during high volume periods to meet deadlines and expectations is a critical component of this role. This position requires interaction with Lighthouse Group leadership, colleagues, clients, and carrier representatives. 

RESPONSIBILITIES AND DUTIES

• Adhere to agency best practices relative to workflow management and data integrity
• Develop and maintain a strong relationship with the Client Services and Business Services Teams
• Support the Client Services Team with the renewal and proposal processes
• Prepare documents for client meetings including, but not limited to service meeting agendas, pre-renewal and renewal meeting templates, along with any supporting materials for the meetings, and open enrollment materials
• Assist Client Services Team with client management and stewardship tasks including, but not limited to claims management/resolution, marketing efforts, project support, and Navigator updates/upkeep
• Research policy language and compare coverage options to support the Client Services Team’s decision-making process and subsequent communications to clients
• Support Client Services Team with day-to-day service requests (time sensitive requests)
• Research member management and/or carrier discrepancies
• Complete new carrier paperwork, for clients who move carriers at renewal, ensuring all forms are completed with consistency and accuracy
• Master internal client management systems, including Employee Navigator, BenefitPoint and Zywave
• Assist in maintenance of stewardship tracking for Client Services Team
• Participate in external client meetings as necessary to build client rapport and offer customer service support
• Create and maintain a positive work environment – build trust, have open communication, offer creative thinking & cohesive teamwork
• Support Lighthouse Group culture through leading by example
• Perform other duties and projects as required

DESIRED QUALIFICATIONS AND EXPERIENCE

• Hold Life, Health and Accident License or obtain one within first year of employment
• Present self in professional manner
• Possess ability to read, analyze, and interpret insurance quotes
• Possess strong verbal and written communication skills
• Be a self-starter and be self-motivated with a high level of attention to detail
• Be proficient in Microsoft Office
• Bachelor’s degree preferred

COMPENSATION STRUCTURE

• Competitive base salary

LOCATION

• Grand Rapids, MI

Company Description

Lighthouse Group is one of the largest privately held insurance and title agencies in Michigan. We are dedicated to engaging our clients with meaningful and reciprocal relationships in order to maintain a hands-on, personalized approach to assessing risk and offering solutions that gives each client a unique experience while maintaining value pricing. Lighthouse Group is committed to establishing lasting relationships through personal contact and service that exceeds our clients expectations. We provide protection for where you are, and guidance for where you are going. Please visit our website at www.lighthousegroup.com to learn more.