Account Service Coordinator

Position Summary: 

The Account Service Coordinator is responsible for providing prompt, accurate, first in class service to clients, providers, and partner companies. In this role you will assist our benefits consulting team in providing stellar service/administrative support to our book of business.   

Crumdale Specialty is using cutting edge technology and techniques to disrupt the insurance marketplace. Our dynamic, entrepreneurial environment will expose you to many different facets of the business. This is an exciting position where no two days are the same.   

Responsibilities and Principal Duties:  

• Provide outstanding customer service to our clients and broker partners 

• Responsible for servicing Group Benefits accounts following all agency systems and procedures and insurance company regulations.  

• Responding to customer and insurance company requests in a professional manner and on a timely basis.  

• Oversee, facilitate, and execute implementation documents with Account Management team 

• Develop and review SPD’s and agreements/contracts for accuracy 

• Electronic filing, fil set up, file maintenance in CRM and electronic file structure 

• Backup other positions as necessary.  

• Be familiar with and follow agency E&O procedures and guidelines.  

• Any other projects or duties assigned by management.  

Requirements

Essential Requirements for Education and/or Experience: 

• Bachelor’s Degree  

• 2+ years’ experience in a consulting, brokerage or insurance company environment 

• Proficient with Microsoft Word, Excel, Power Point, Outlook and Adobe 

• PA Life, Accident & Health Insurance license (or able to acquire within 90 days) 

• Self-Funded experience preferred, but not mandatory 

Specialized Knowledge/Beneficial Skills and Experience: 

• Excellent customer service skills with a high level of customer focus, motivation and follow through 

• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills 

• Works equally well autonomously or as part of a team 

• Resourceful and inquisitive 

• Excellent written and oral communication  

• Strong analytical skills and the ability to pay attention to details 

Benefits

At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees. Our benefits include:

• Medical
• Telemedicine
• Dental
• Vision
• Life, AD&D, Disability
• 401(k)
• Flexible Time-off

Please note: Crumdale Specialty will not be engaging with external recruitment agencies. We kindly request that agencies refrain from contacting us regarding this position.