Overview
Core Accounts Coordinator Jobs in Phoenix, USA at Avesis
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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 , 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.
- Prepare, manage and maintain internal systems to ensure accurate, up to date information is readily available to the account management team at all times i.e. Cadence, Smartsheet, Sharepoint.
Core
- Monitor shared inboxes and triage incoming requests
- Open and track internal service tickets
- Assist with meeting preparation
- 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
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.
Title: Core Accounts Coordinator
Company: Avesis
Location: Phoenix, USA
Category:
