Oklahoma City, Oklahoma, United States · On-site
$45k–$55k/yr
Job DetailsJob Location: Oklahoma City, OK 73116Position Overview: Salary Range: $45-$55,000 This position plays a vital role in ensuring the smooth day-to-day management of client accounts, including data entry, documen…
Skills: Administrative support, Data entry, Client management, Benefits administration, Documentation
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The Account Coordinator provides administrative support to the team by managing client files, processing benefit enrollments, and ensuring data accuracy. They also coordinate with insurance carriers, prepare client communications, and assist with renewal processes and reporting.
The ideal candidate has 1-2 years of experience in administrative support or customer service, preferably within the insurance or HR industry. Proficiency in Microsoft Office Suite and strong organizational skills are required, while a bachelor's degree is preferred.
Job DetailsJob Location: Oklahoma City, OK 73116Position Overview:
Salary Range: $45-$55,000
This position plays a vital role in ensuring the smooth day-to-day management of client accounts, including data entry, documentation, carrier coordination, and preparation of client materials. The ideal candidate is a dependable team player who thrives in a structured environment, enjoys working behind the scenes, and takes pride in maintaining accuracy and efficiency across multiple tasks.
Provide administrative support to Account Managers and Account Executives in the servicing of client accounts.
Prepare and maintain client files, ensuring that enrollment data, eligibility lists, plan documents, and correspondence are complete, accurate, and up to date.
Process employee benefit enrollments, terminations, and changes within benefits administration systems, verifying eligibility and ensuring data accuracy.
Assist in the preparation and distribution of client communications, including open enrollment materials, renewal packets, and compliance notices.
Coordinate with insurance carriers and vendors to gather information, confirm coverage details, and resolve routine issues.
Support the renewal process by organizing data, updating plan summaries, and assembling client presentations.
Generate and proofread reports, spreadsheets, and billing statements to ensure accuracy prior to client delivery.
Schedule and coordinate meetings, calls, and internal follow-ups for the Account Management team.
Maintain task lists, calendars, and timelines to ensure deliverables are completed accurately and on schedule.
Assist with special projects and administrative tasks as needed, contributing to the efficiency of the department.
The Employee Benefits Account Coordinator position serves as an excellent foundation for career advancement within Evans National. Successful coordinators have the opportunity to develop their benefits knowledge, client management skills, and industry expertise — preparing them for future roles such as Account Manager or Account Executive as they gain experience and demonstrate strong performance.
Competitive salary commensurate with experience
Comprehensive benefits package, including health, dental, and vision insurance
Retirement savings plan with employer match
Paid time off and flexible work arrangements
Professional development and career growth opportunities
Collaborative and supportive work environment
Qualifications
Bachelor’s degree preferred, but not required.
1–2 years of experience in administrative support or customer service, ideally in employee benefits, insurance, or HR-related fields.
Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
Excellent written and verbal communication skills, with a keen attention to detail and accuracy.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and benefits administration software preferred.
Ability to work effectively both independently and as part of a collaborative team.
Commitment to providing exceptional customer service and building positive relationships with clients.
We are a trusted partner for businesses seeking employee benefits & commercial insurance solutions.
At Evans National, we are a fast-growing independent insurance agency dedicated to helping businesses secure the most effective employee benefits and commercial insurance solutions. We partner with companies to simplify the complexities of insurance, making the process seamless for both employers and their employees. As insurance costs rise and policies become more complex, we provide expert guidance and tailored strategies to ensure optimal coverage and value. Our success is driven by our commitment to recruiting and retaining top-tier talent, allowing us to deliver exceptional service and innovative insurance solutions.
Offices: 301 NW 63rd St, Suite 400, Oklahoma City, Oklahoma 73116, US · Tulsa, Oklahoma 74135, US · Midland, TX 79703, US
We are a trusted partner for businesses seeking employee benefits & commercial insurance solutions.
At Evans National, we are a fast-growing independent insurance agency dedicated to helping businesses secure the most effective employee benefits and commercial insurance solutions. We partner with companies to simplify the complexities of insurance, making the process seamless for both employers and their employees. As insurance costs rise and policies become more complex, we provide expert guidance and tailored strategies to ensure optimal coverage and value. Our success is driven by our commitment to recruiting and retaining top-tier talent, allowing us to deliver exceptional service and innovative insurance solutions.
Offices: 301 NW 63rd St, Suite 400, Oklahoma City, Oklahoma 73116, US · Tulsa, Oklahoma 74135, US · Midland, TX 79703, US
