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Account Coordinator, Client Services

Hard Skills

Other Skills

  • Microsoft Office
  • Multitasking
  • Communication
  • Analytical Skills
  • Teamwork
  • Adaptability
  • Detail Oriented
  • Time Management

Roles & Responsibilities

  • High school diploma or equivalent education
  • Two years’ related work experience
  • Proficiency in Microsoft Office Suite including Word, Excel, Outlook, PowerPoint and Teams
  • Ability to prioritize and multitask effectively

Requirements:

  • Assist the Vice President of Client Services, Account Manager, and Client Service Representative with plan implementation for new clients
  • Produce and compile educational materials for new clients
  • Coordinate with internal staff to communicate service issues and resolve claim payment issues
  • Notify internal staff of any plan design changes and ensure smooth operation for each client

Job description

Do you envision working for a company that has the expertise of a long-standing industry leader, but the spirit of an entrepreneur? Does the thought of making a real impact motivate and energize you? If so, HPI is the place for you. Join a team that values integrity, flexibility, loyalty, compassion and dedication—we can’t wait to meet you.


What we do

HPI is unique. A respected industry leader that’s been serving customers for over 44 years, we’re known for our innovation and adaptability. Our experience has given us our expertise, but our forward-thinking, entrepreneurial spirit has given us our strong reputation. As a third-party administrator, we offer a suite of health and benefit solutions to employers. By joining HPI, you’ll contribute to ideas that make a real difference for employers and employees nationwide. There isn’t a challenge we won’t accept and we’re looking for people who have a passion to take it on. Not just a job—a mission.

Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service. 

 

What you’ll do

The Account Coordinator is responsible for assisting the Vice President of Client Services, Account Manager and Client Service Representative with the plan implementation for new clients, as well as assisting with the handling of the overall servicing of account issues for existing clients. For new clients, the Account Coordinator will assist the Account Manager and Client Service Representative in the coordination of the plan implementation by producing and compiling educational materials. The Account Coordinator works closely with internal staff to communicate service issues and resolve claim payment issues, and serves as the in-house client contact when the Account Manager and Client Service Representative are unavailable.

 

In this role, you’ll also:

  • Assist with the coordination of implementing new groups and overall servicing of account issues for existing clients and brokers.
  • Produce educational materials and help resolve claims/service issues.
  • Provide administrative support to the Client Services department.
  • Notify internal staff of any plan design changes, renewal changes, or other relevant information to ensure the plan runs smoothly for each client.

What you bring

  • A high school diploma or equivalent education plus two years’ related work experience.
  • Willingness and availability to maintain a flexible schedule to participate in employee benefit fairs as requested which may begin and end prior to core business hours.
  • Must be able to travel within the New England area as required to participate in employee benefit fairs.
  • Ability to coordinate with management as effectively as with subordinates.
  • Ability to multitask efficiently and accurately.
  • Ability to prioritize and multitask effectively.
  • Communicates effectively, both verbally and in writing.
  • Ability to work both independently and as a member of the team.
  • Ability to anticipate and understand systems interactions.
  • Must be detailed, analytical and accurate.
  • Recognize the need for follow-thru and follow-up.
  • Ability to work within specified timeframe and meet deadlines.
  • Recognize and maintain confidentiality of work materials as appropriate.
  • Proficiency in Microsoft Office Suite including Word, Excel, Outlook, PowerPoint and Teams. 

 

Why choose us?

  • We’re a people-first company and value giving back to our community. Ask us about our volunteer opportunities.
  • Our space is a reflection of who we are—innovative, open and collaborative.
  • We think feeling your best is an important factor in producing great work, so we embrace a “smart casual” dress code and work at ergonomic desks. 
  • Need to reenergize? When at our Westborough headquarters, take a break to chat in the onsite café, go for a walk on one of the beautiful trails in our office park, or get in a quick workout at one of the campus gyms. 


Our Benefits Package

We care about you and believe the greatest gift you can give yourself, your family, and the world is a healthy you! We offer a comprehensive and competitive benefits package to help you lead a happy, healthy life, including:

  • Medical, Dental and Vision and Prescription Drug Coverage
  • Fitness Reimbursement Benefit
  • Employee Assistance Program
  • Flexible Spending Account & Health Savings Account
  • 401(k) and Quarterly Bonuses
  • Generous Paid-Time Off & Volunteering Opportunities
  • Educational Assistance & Professional Development Opportunities


So, think you want to join the HPI team? We hope to hear from you!


You can read more about us at hpitpa.com/about-us/careers/

 

EEO/AA/M/F/Vet/Disability Employer 

 

 

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