Employee Benefits Account Coordinator

Position Summary

The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.

Essential Tasks

• Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
• Affords assistance in marketing of accounts as directed by account managers
• Affords assistance in the preparation of reports, proposals and other presentation materials
• Audits billing statements for accuracy on behalf of clients
• Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
• Affords assistance in processing necessary paperwork for submission to carrier – implementation
• Attends and delivers presentations at local enrollment/client meetings as needed
• Delivers outstanding customer service
• Maintains agency files accurately and consistently
• Attends and completes any training sessions or assignments as required
• Performs other related tasks as needed

Core Competencies

• Ability to Analyze and Solve Problems
• Attention to Detail
• Communication Skills
• Timely Task Completion
• Team Collaboration
• Client Focus
• Dependability
• Creative Thinking
• Organizational Skills
• Adaptability

Experience and Education

• A high school diploma or equivalent required
• 1+ year of employee benefits experience in the insurance field preferred

Licensing and Credentials

• Active Life & Health License preferred

Systems

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation

Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO

Notice to Recruiters and Staffing Agencies

To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.