Core Accounts Coordinator

Our Promise

Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Job Summary:

We're looking for a highly organized, resourceful, and proactive Account Coordinator to support our commercial Account Management team, specifically in the Vision division.

• Provide daily administrative and operational support to the Account Management team, with a strong focus on vision retiree clients.
• Assist in managing Key accounts alongside senior account managers.
• Pull ID cards, plan documents, and group/member bills on request.
• Complete Broker of Record (BOR) forms, change requests, and other documentation using Smartsheet and internal systems.
• Monitor incoming service requests and ensure timely follow-up and resolution.
• Help maintain account records, contact information, and task tracking across platforms.
• Support project work as needed, such as open enrollment prep, reporting pulls, or group onboarding checklists.
• Proactively identify administrative bottlenecks and work with the team to streamline processes.

Functional:

• Ensure timely and accurate entry of internal service tickets for billing, claims and eligibility support, allowing issues to be resolved quickly and without disruption to client service.
• Maintain and organize client documentation, including meeting prep materials and administrative forms, to support efficient account manager operations.
• Monitor shared team inboxes and triage requests appropriately to prevent missed deadlines, dropped follow-ups or service delays.
• Reduce administrative workload for account managers, allowing them to focus on client relationships, retention and strategic planning.
• Track open items and follow up with internal departments to ensure client issues are resolved within expected timelines, reducing the need for account manager escalations.
  • Billing
  • Enrollment
  • Claims
• Prepare, manage and maintain internal systems to ensure accurate, up to date information is readily available to the account management team at all times ie Cadence, Smartsheet, Sharepoint.

Core:

• Monitor shared inboxes and triage incoming requests
  • Benefit clarification
  • Eligibility questions
  • Follow ups
• Open and track internal service tickets
  • Billing
  • Claims
  • Eligibility corrections
• Follow up with Internal Departments
• Assist with meeting preparation
  • Pulling documents
  • Eligibility reports
• Prepare Standard reports for Account Managers ahead of client meetings or renewals
• Organize and Maintain plan documents, renewal deliverables and open enrollment materials
• Support Document routing and signature collection
  • Plan changes
  • Eligibility Rosters

Behavioral:

• Collegiality: building strong relationships on company-wide, approachable, and helpful, ability to mentor and support team growth.
• Initiative: readiness to lead or take action to achieve goals.
• Communicative: ability to relay issues, concepts, and ideas to others easily orally and in writing.
• Member-focused: going above and beyond to make our members feel seen, valued, and appreciated.
• Detail-oriented and thorough: managing and completing details of assignments without too much oversight.
• Flexible and responsive: managing new demands, changes, and situations.
• Critical Thinking: effectively troubleshoot complex issues, problem solve and multi-task.
• Integrity & responsibility: acting with a clear sense of ownership for actions, decisions and to keep information confidential when required.
• Collaborative: ability to represent your own interests while being fair to those representing other or competing ideas in search of a workable solution for all parties.

Minimum Qualifications:

• Minimum 1-2 years in administrative, operations, or client support role-insurance or healthcare background strongly preferred.
• High School diploma required; Experience working in insurance, benefits or administrative support preferred.
• Proficiency in Microsoft Office Suite is a must, especially Excel, Word, PowerPoint, and Outlook.
• Experience with Smartsheet, Salesforce, or similar workflow platforms a plus.
• Strong written and verbal communication skills.
• Ability to manage multiple competing deadlines
• Comfort working in shared inboxes and collaborative tools
• Familiarity with benefit administration, insurance terminology, or dental/vision products is a plus.
• Proactive mindset - able to spot what needs doing before being asked.
• A sense of urgency, paired with a high level of accuracy and attention to detail.
• Ability to work independently while supporting a team with high-volume workloads.
• As this role is a remote role, you are required to maintain internet service that allows you to complete your essential job duties without issue. Rates of 50 Mbps download and 25 Mbps upload while hardwired and not on a VPN are sufficient.

Preferred Qualifications:

• Have experience in dental or vision insurance, particularly working with group benefits.
• Know how to build basic reports or summaries in Excel.
• Are comfortable liaising with brokers or carrier partners to track paperwork and deadlines.

At Avsis, we strive to design equitable, and competitive compensation programs. Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience. In the United States, we have three geographic pay zones. For this role, our current pay ranges for new hires in each zone are:

This role may also be eligible for benefits, bonuses, and commission.

Please visit Avesis Pay Zones for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter.

We Offer

• Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
• Competitive compensation package.
• Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
• Life and disability insurance.
• A great 401(k) with company match.
• Tuition assistance, paid parental leave and backup family care.
• Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
• Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
• Employee Resource Groups that advocate for inclusion and diversity in all that we do.
• Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.

How To Stay Safe

Avsis is aware of fraudulent activity by individuals falsely representing themselves as Avsis recruiters. In some instances, these individuals may even contact applicants with a job offer letter, ask applicants to make purchases (i.e., a laptop or gift cards) from a designated vendor, have applicants fill out W-2 forms, or ask that applicants ship or send packages of goods to the company.

Avsis would never make such requests to applicants at any time throughout our job application process. We also would never ask applicants for personal information, such as passport numbers, bank account numbers, or social security numbers, during our process. Our recruitment process takes place by phone and via trusted business communication platform (i.e., Zoom, Webex, Microsoft Teams, etc.). Any emails from Avsis recruiters will come from a verified email address ending in @ Avsiscom.

We urge all applicants to exercise caution. If something feels off about your interactions, we encourage you to suspend or cease communications. If you are unsure of the legitimacy of a communication you have received, please reach out to ITsupport@Avesis.com.

To learn more about protecting yourself from fraudulent activity, please refer to this article link (https://consumer.ftc.gov/articles/how-avoid-scam). If you believe you were a victim of fraudulent activity, please contact your local authorities or file a complaint (Link: https://reportfraud.ftc.gov/#/) with the Federal Trade Commission. Avsis is not responsible for any claims, losses, damages, or expenses resulting from unaffiliated individuals of the company or their fraudulent activity.

Equal Employment Opportunity

At Avsis, We See You. We celebrate differences and are building a culture of inclusivity and diversity. We are proud to be an Equal Employment Opportunity employer that considers all qualified applicants and does not discriminate against any person based on ancestry, age, citizenship, color, creed, disability, familial status, gender, gender expression, gender identity, marital status, military or veteran status, national origin, race, religion, sexual orientation, or any other characteristic. At Avsis, we believe that, to operate at the peak of excellence, our workforce needs to represent a rich mixture of diverse people, all focused on providing a world-class experience for our clients. We focus on recruiting, training and retaining those individuals that share similar goals. Come Dare to be Different at Avsis, where We See You!