Employee Benefits Account Coordinator

About the Role

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

Responsibilities

• Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, and House Bill requests.
• Assists in marketing of accounts as directed by account managers.
• Assists with 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.
• Assists in processing necessary paperwork for submission to carrier—implementation.
• Attends 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: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner.
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly.
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences.
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively.
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals.
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction.
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomes.
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously.
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment.

Requirements

• High school diploma or equivalent required.
• 1+ year of employee benefits experience in the insurance field preferred.
• Commitment to continuous learning and professional development.
• Active Life & Health License preferred.

Skills

• 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

• Medical, dental, vision, and prescription drug coverage.
• 401K and equity incentive plan.
• Multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company paid holidays, plus PTO.