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Ancillary Benefits Account Coordinator 

General Description:

The Account Coordinator of Ancillary Benefits provides in-house servicing and annual renewal for our clients and the internal Sales Reps and Account Managers that integrate with this position. The successful incumbent will be client focused, possessing strong customer service, organizational and time management skills. Independent judgment is required to proactively and effectively plan, prioritize and organize a diverse workload. This position will report directly to the Director of Ancillary Benefits and regularly interact with clients, account managers, sales team, underwriting, carriers, TPA’s, brokers, agents, stop-loss carriers, ancillary product vendors and other applicable vendors. Knowledge of health and ancillary plans, and carriers within those markets is required. Additional special projects and service support as required.


Essential Functions:

  • Fill out the Renewal Checklist as tasks are finished and complete the internal Group Information Sheet, Servicing Renewal spreadsheet, Pipedrive and other internal documentation as needed.

  • Review all amendments, Summary Plan Descriptions and/or Certificates for accuracy of benefit design, eligibility administration, and compliance requirements, such as HIPAA, ERISA, COBRA, ACA, etc.

  • Check stop-loss policy against the quote, application, and plan document for accuracy and agreement. Request changes to stop-loss policy and/or client SPD as needed to ensure no gaps in coverage.

  • Effectively document meeting minutes on behalf of client service team, including Before Action Reviews and After Action Reviews, client calls, emails, and issue resolution in Pipedrive.

  • Facilitate post-meeting conference calls with clients and service teams to verify all decisions made for each renewal.

  • Convey renewal information, including stop-loss rates, admin fees and plan changes to the TPA and carriers as appropriate.

  • Work with current TPA and/or carrier to create plan amendments or SPD / Certificate restatements and changes as needed.

  • Ongoing service and claims support for Director of Ancillary Benefits, client, broker, and Account Manager.

  • Complete all renewal paperwork including stop-loss application, Service Agreement, and Administrative Service Agreement as well as any other vendor paperwork, then submit items to appropriate parties.

  • Communicate at least annually all client compliance notice requirements and provide copies of applicable model notices to client.

  • Utilize developed understanding of all aspects of operational functions to efficiently perform to the established service standards as related to renewals and client service.

  • Assist in client transitions from current vendors to new vendors.

  • Elevate client issues and concerns to appropriate client service team members and manager.

  • Acquire and/or prepare employee communications as needed.

  • Performs other miscellaneous projects, assignments, and duties as assigned.


Qualifications Required:

  • Three + years’ experience working in a group health insurance setting, specific experience with Ancillary lines of business required.

  • Associate degree, or equivalent work-related experience, preferred.

  • Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPAA, PPACA, §79, as well as various applicable state and federal regulations.

  • Demonstrated knowledge of Life, LTD, Dental, Vision, §125, and other ancillary lines. Knowledge of self-funded health insurance industry, including reinsurance and stop-loss contracts, preferred.

  • Ability to travel occasionally to assist with employee meetings.

  • Strong project management skills including, but not limited to, extreme attention to detail, and excellent listening skills, excellent communication skills.

  • Exceptional organizational skills, including a strong attention to detail and quality, with a proven ability to establish, meet and exceed time-sensitive objectives.

  • Excellent problem-solving skills, demonstrating abilities in being able to manage multiple and changing priorities, and offering solutions to challenges or concerns raised by a stakeholder, while maintaining a positive and professional attitude.

  • Demonstrated ability to meet/exceed client expectations and provide clients with a positive experience at all times.

  • Excellent interpersonal and customer service skills with the ability to communicate verbally and in writing with individuals at all levels, including executives, vendors and clients.

  • Ability to maintain confidentiality and exercise discretion regarding confidential and sensitive information.

  • Familiarity with technology that supports presentations, online meetings, and video/web conferencing.

  • Proficiency with common office software such as Adobe Acrobat Pro and Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).

  • Must demonstrate a sense of urgency and the ability to work in a fast-paced environment.

  • Life and Accident & Health license is required or ability to obtain within 3 months from date of hire.

Work Environment
This job operates in a professional office setting performing predominantly sedentary work. This role routinely uses standard office equipment such as computers, including computer keyboards and mice; telephones; photocopiers; scanners; filing cabinets. While performing the duties of this job, the employee is regularly required to talk, see and hear. The employee is frequently required to sit; will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; operation of standard office machines and equipment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.


Equal Employment/Anti-Discrimintation
Blackstone Consulting Group LLC dba Novo Professional Services is an equal opportunity employer and does not discriminate on the basis of Race, Color, Religion, Creed, National Origin, Ancestry, Sex, Pregnancy, Age, Sexual Orientation (including transgender status), Physical or Mental Disability, Marriage to a Co-Worker, or for anyone engaging in Protected Activity (opposing a discriminatory practice or participating in an employment discrimination proceeding). Additionally, this employer does not tolerate any employees engaging in discriminatory behavior based on any of the aforementioned protected classes.


Pre-Employment Requirements
All offers of employment by this employer are conditional upon the incumbent’s successful completion of pre-employment screenings, including a criminal background check, drug screen, professional reference checks, and verification of the incumbent’s eligibility to work in the United States.

Submit your resume to

Apta Health is an equal opportunity employer.

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