Benefit Coordinator

NFP•Austin, TX

About The Position

This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls and participate in special projects and training with the team that will assist in their learning and development.

Requirements

Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
High School graduate or equivalent.

Nice To Haves

Preferably a bachelor's degree.

Responsibilities

Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information).
Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager.
May assist team in scheduling meetings as their first client interaction.
Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.
Assist in research of questions regarding benefits and vendor/carrier products and services.
Create and maintain a client calendar, to ensure completion of pending items and future deliverables.
Create and maintain client files in accordance with office procedures.
Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
Assist Account Teams in their preparation for client meetings.
Will print and bind presentations prior to meetings and assist in meeting agenda preparation.
May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.
Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.
Assist with problem resolution on claims, billing and eligibility issues with carriers.