Client Acct Coord I, D&V


Location: Tampa

Job Type: Full time


Salary Range: $37,000 - $84,000

We’ve Got You Under Our Wing

We are the duck. We develop and empower our people, cultivate relationships, give back to our community, and celebrate every success along the way. We do it all…The Aflac Way.

Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized as Fortune’s 50 Best Workplaces for Diversity and as one of World’s Most Ethical Companies by

Our business is about being there for people in need. So, ask yourself, are you the duck? If so, there’s a home, and a flourishing career for you at Aflac.

Worker Designation – This role is designated as a hybrid role, meaning that you will be expected to work at Customer Service Center Building in Tampl, FL for at least 60% of the work week. You will work from your home (within the continental US) for the remaining portion of the work week. Details of this schedule will be discussed with your leadership.

What does it take to be successful at Aflac?

  • Acting with Integrity
  • Communicating Effectively
  • Pursuing Self-Development
  • Serving Customers
  • Supporting Change
  • Supporting Organizational Goals
  • Working with Diverse Populations

What does it take to be successful in this role?

  • Demonstrates strong understanding of dental/vision products.
  • Ability to multi-task and work under tight deadlines.
  • Exceptional organizational, written and verbal communication skills.
  • Proficiency with Word, Outlook, Excel, PowerPoint.
  • Excellent presentation skills and professional demeanor.
  • Proven ability to build consensus and work effectively within a cross-departmental team.

Education & Experience Required

  • High School Diploma or Equivalent
  • Bachelor's Degree Business Administration or related field
  • One year of working experience, preferably in a similar capacity

Or an equivalent combination of education and experience

Travel (if not applicable, delete)

  • Less than or equal to 10%

Principal Duties & Responsibilities

  • Provide professional, timely, and accurate customer support to all group administrators, brokers and agents with questions and requests.
  • Documents calls within the established database, ensuring that all notes are completed using established templates.
  • Leads team in managing new commercial groups from onboarding to policy fulfillment, including ongoing employee additions, terms, and changes.
  • Process all group renewals and cancellations.
  • Works with groups and brokers to obtain the required completed paperwork.
  • Reviews client information to ensure that all paperwork (contracts, rate sheets, etc.) is properly signed, completed and that the client is a legal entity allowed to perform business in their respective states.
  • Contacts the broker or group with any problems that may have occurred with the documentation such as contract, rate sheets, or enrollment forms.
  • Maintains appropriate, current source documents and reference materials.
  • Produces pre-filled enrollment packages for brokers and/or clients.
  • Watch call queue to ensure customers calls are answered in a timely manner.
  • Create and distribute fulfillment packages.
  • Research and respond to all escalated inquiries with a strong sense of urgency.
  • Manage all Agent and Agency appointments, documents, and data entry to company systems.
  • Audit phone calls and provide coaching to ensure adherence to KPI’s and standards.
  • Analyze metrics to develop individual performance action plans.
  • Interview, evaluate, coach, reward staff and deliver disciplinary actions as needed.
  • Consistently monitor team to proactively identify potential problems and implement resolutions.
  • Analyze results and trends to develop plans to improve team performance.
  • Lead the team in identifying new process improvements driving productivity and service.
  • Develop relationships with the supporting business units to help resolve issues.
  • Perform various additional tasks as required by the Commercial Group leadership team.

Total Rewards

This compensation range is specific to the job level and takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to: education, experience, licensure, certifications, geographic location, and internal equity. The range has been created in good faith based on information known to Aflac at the time of the posting. Compensation decisions are dependent on the circumstances of each case. This salary range does not include any potential incentive pay or benefits, however, such information will be provided separately when appropriate. The salary range for this position is $37,000 - $84,000.

In addition to the base salary, we offer an array of benefits to meet your needs including medical, dental, and vision coverage, prescription drug coverage, health care flexible spending, dependent care flexible spending, Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee), 401(k) plans, annual bonuses, and an opportunity to purchase company stock. On an annual basis, you’ll also be offered 11 paid holidays, up to 20 days PTO to be used for any reason, and, if eligible, state mandated sick leave (Washington employees accrue 1 hour sick leave for every 40 hours worked) and other leaves of absence, if eligible, when needed to support your physical, financial, and emotional well-being. Aflac complies with all applicable leave laws, including, but not limited to sick and safe leave, and adoption and parental leave, in all states and localities.