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Enrollment Coordinator

This full-time position will work closely with various Sales and Sales support personnel to provide general client services, primarily around enrolling members into insurance policies, invoicing and customer service.

Responsibilities include:

  • Managing 5+ client accounts with group sizes ranging from 5 to a few hundred enrollees

  • Data entry of member enrollments for a variation of GBG insurance products i.e. health, life, disability, travel, student, API

  • Verbal and written communication daily to provide attentive customer service to our clients, brokers, representatives, internal and external offices and departments

  • Managing heavy email volume on a daily basis from multiple account contacts and providing timely customer service by meeting Service level standards

  • Organizing and managing daily priorities of assigned accounts, projects, and data input

  • An understanding of GBG’s products with the ability to communicate to the client, brokers, TPAs, members, internal and external contacts

  • Delivery of enrollment materials to account contacts, includes quality checks of information, document formatting, producing enrollment materials, and sending member packets

  • Monthly invoicing, custom formatting and payment reconciliations

  • Working with Enrollment teams in our global offices on various enrollment-related and reporting items and supporting Account managers in overall relationship management

  • Supporting department financial audits which includes and are not limited to the accounts assigned to account coordinator - includes review of premium and account maintenance

  • Identifying opportunities for process improvements to gain efficiencies


  • ·Computer literate with proficiency in Microsoft office application with extensive knowledge of Word, Excel, Outlook and PowerPoint:

o Excel: formula creation, formatting, pivot tables (required)

o Word: letters and the ability to edit/update, mail merge

  • Minimum 3 years Customer service / Account management experience

  • Excellent verbal and written communication

  • Ability to manage customer’s expectations and flexibility where challenges may arise

  • Ability to work with a team of sales support staff to provide excellent customer service

  • Paying close attention to detail and accommodating customization requests

  • Work independently and as part of a team environment

  • Highly organized, able to prioritize workload by multi-tasking, detail-oriented

  • Understand insurance terms and policy wording with emphasis on health, life, and disability

  • Bachelor’s degree preferred

  • Insurance industry experience preferred

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