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Group and Individual Benefits Account Coordinator

Posted: 05/05/2024

The Group and Individual Benefits Account Coordinator reports to the Vice President of Dansig. This position supports the daily functions of the Benefits Division of Dansig.

Scope of Interaction

Interaction with all agency associates, clients, prospective clients and insurance carrier representatives.

Responsibilities and Duties

  • Quoting of group and individual benefits for internal and external account executives.
  • Scrutiny of group and individual benefits applications for completeness.
  • Follow up with employers and individuals as necessary to process a complete application.
  • Pre-Screening of group and individual health to Carriers.
  • Proposal development for agents, including comparison spreadsheets.
  • Processing of employer enrollment, and individual applications, address changes, etc., on daily basis to our carriers and any appropriate data entry into our System.
  • Preparing certificates and policy booklets on new groups for delivery.
  • Customer service for benefit clients and participants.
  • Participation in carrier product training seminars.
  • Participation in continuing education opportunities and CISR designation.
  • Secure State of Illinois Producer License for Life/ Health and Accident.
  • Perform other duties as assigned.
To learn more, or to apply, click here!