HPS Account Coordinator I

Higginbotham•Richardson, TX

13d

About The Position

The Account Coordinator I coordinates workflow with Account Managers for a Platinum client and develops depth in the client relationship. The role calls for a self-starter who is motivated, confident, ambitious, resilient, goal-oriented, focused on outcomes, collaborative, and willing to share best practices and help others. The position relies on experience and judgment to plan work and accomplish department goals, with some supervision. No supervisory responsibilities are assigned. The coordinator supports client account management, prepares meetings and enrollment materials, conducts on-site group meetings and employee enrollments, and provides training on benefit plans and enrollment technology. The role also handles coverage changes, vendor issue resolution, life insurance updates, billing and payroll assistance, COBRA audits and implementation, client data audits, and support for claims and benefit administration. It requires understanding of insurance offerings, enrollment and implementation processes, continuation of coverage, FMLA and leave of absence processes, cafeteria plan rules, qualifying events, and EDI discrepancies. Periodic travel may be required. The position requires strong customer service, communication, organization, attention to detail, professional conduct, computer proficiency, and the ability to handle sensitive and confidential information while following HIPAA, security, company, and safety standards. The role may include other job-related duties as assigned.

Requirements

High school diploma.
Group 1 Insurance License.
At least 2–5 years of experience in customer service and insurance.
The experience and education section also specifies a minimum of 1 year of experience in customer service and employee benefits.
Good written and verbal communication skills and an excellent command of English.
Professional conduct and appearance that enhance the company image.
Exceptional computer and customer service skills; proficiency in Microsoft Word, Outlook, Excel, Publisher, and PowerPoint.
Excellent planning, organizational, and time-management skills, including prioritizing and planning work efficiently.
Ability to meet and communicate effectively with the public.
Ability to work independently as a self-starter and effectively in a team environment; proven work ethic and customer-service attitude.
Ability to complete tasks accurately and promptly, maintain attention to detail, and meet deadlines.
Adherence to company policies and rules, with commitment to safety in all work practices.
Strong interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy; ongoing adherence to HIPAA and security standards.
Regular and predictable attendance.
Knowledge of secretarial and office administrative procedures and standard office equipment, generally acquired through 2 or more years of related experience.
Ability to lift 25 pounds; repeated sight, hearing, speech, and hand use, including keyboarding and writing; and ability to walk, bend, sit, reach, and stretch in all directions.

Responsibilities

Coordinate management of client accounts with the Account Manager.
Prepare group meetings and enrollment materials for clients.
Conduct group meetings and employee enrollments on-site, and assist with new-hire enrollments throughout the year.
Provide client training on technology enhancements, the online enrollment system, and benefit plans.
Make coverage changes requested by clients in THEbenefitsHUB.
Troubleshoot and resolve claims, eligibility, and other issues with third-party vendors on behalf of clients and their employees.
Communicate promptly, clearly, and professionally with clients, carriers, and team members by email, internet, and voice.
Assist with life insurance updates in THEbenefitsHUB, including approving, denying, and closing coverage, and timely notifying clients of payroll changes.
Assist in resolving billing discrepancies with the Billing Coordinator and Account Manager, including payroll updates after annual open enrollment.
Conduct periodic COBRA audits and resolve discrepancies; assist with COBRA implementation for new clients and communicate annual rate renewals to the COBRA administrator.
Assist with regular client data audits in THEbenefitsHUB, including IMNS, post-enrollment, and eligibility audits.
Maintain client sites, FTP sites, and client SharePoint folders.
Assist with life insurance, disability, and other claims, including troubleshooting appealed claim decisions with carriers.
Assist with new-group implementation and current-client re-enrollment preparation, including Plan Sheet audits, Coop Standardization, BOR participation, Broker Signoffs, and Renewal Meetings.
Apply basic understanding of continuation-of-coverage, FMLA, leave-of-absence, cafeteria-plan, qualifying-event, EDI, and EDI discrepancy processes, including TRS medical discrepancy review and resolution.
Perform other duties as needed or required.