Employee Benefits Senior Account Coordinator

Provides a wide variety of administrative support to a team of internal account managers and maintains professional relationships with external clients. Manages and maintains a minimal book of business consisting of small groups.

Responsibilities

• Delivers outstanding customer service
• Analyzes carrier information and maintains spreadsheets and carrier websites
• Manages 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
• Assists in processing necessary paperwork for submission to the carrier
• Assists with compliance projects as directed by account managers
• Completes special projects as assigned
• Attends and presents at local enrollment/client meetings as needed
• Manages and maintains a book of business that consists of minimum threshold accounts, including renewal processes, compliance, and ongoing service of accounts
• Acts as mentor and leader for novice account coordinators, including providing training as requested
• Maintains agency files accurately and consistently
• Processes incoming mail requests accurately and swiftly
• 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

• 2+ years of employee benefits and account management experience in the insurance field preferred, including a strong understanding of current employee benefits, regulations, and industry standards
• Commitment to continuous learning and professional development
• Active Life & Health License required

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
• Equity prescription plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Company paid holidays, plus PTO
• Employee Wellness Program