Account Coordinator Team Lead

Position: Account Coordinator – Team Lead

Department: Client Services

Reports To: Manager, Client Services

FLSA Status: Non-exempt

About HPI

At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.

The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.

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. 

Summary:

The Account Coordinator – Team Lead is responsible for assisting the Vice President of Client Services, Director of Client Services, and Account Managers 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 – Team Lead will assist the Account Managers in the coordination of the plan implementation by producing and compiling educational materials. The Account Coordinator – Team Lead 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.

Duties and Responsibilities (other duties may be assigned):

• Responsible for assisting with the coordination of the implementation of new groups and overall servicing of account issues for existing clients and brokers.
• Responsible for producing educational materials, resolving claims/service issues.
• Responsible for providing administrative support to the Client Services department.
• Responsible for assisting with the communication with internal staff on any plan design changes, renewal changes, or other relevant information to ensure the plan runs smoothly for each client.

In addition to the above, the Team Lead, Account Coordinator is responsible for:

• Supervising and training the Account Coordinator team
• Assigning projects to the Account Coordinator team
• Working with the Director of Client Services and Vice President of Client Services to report escalations
• Identifying areas of opportunity and areas of concern with the team
• Tracking PTO for the team and maintaining a PTO tracker
• Coordinating with the Vice President and Director to approve PTO for all Client Services staff, including Account Executives (AEs), Account Managers (AMs), and Account Coordinators (ACs)

Minimum Education Requirements (must have documented proof*):

Minimum Experience Requirements:

Preferred Education Requirements:

Preferred Experience Requirements:

Computer Skills:

Reasonable Accommodation:

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the duties and responsibilities of the position.

Working Location/Working Environment/Physical Demands:

This role can be 100% remote

The work environment characteristics and physical demands described here are representative of those an employee may encounter while performing the duties of this job. 

The noise level in the work environment is moderate. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit, walk, speak, or hear. The employee is frequently required to use hands or feel or handle items as well as reach with hands and arms. The employee is occasionally required to stand.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.

Health Plans Inc. is an EEO – M/F/D/V employer