Bene-Care: Benefits Account Coordinator
BENE-CARE•Buffalo, NY
•$55,000 - $65,000•Hybrid
About The Position
Bene-Care is seeking a Benefits Account Coordinator to deliver a standout client experience. This role will support senior-level consultants by managing administrative functions, supporting client interactions, and contributing to the success of consultants' books of business throughout the client lifecycle. The position is hybrid, based in Buffalo, NY, with an initial six-month full-time onsite requirement for training and onboarding.
Requirements
- Experience in customer service, account coordination, or a related field.
- Proficiency with Microsoft Office Suite and CRM software.
- Strong attention to detail, time management, and multi-tasking skills.
- Excellent verbal communication and problem-solving abilities.
- Ability to work both independently and within a collaborative team setting.
- Resilient under pressure and capable of managing shifting priorities.
Nice To Haves
- Life, Accident & Health (LAH) license preferred; must be obtained within 3 months of hire.
- Familiarity with insurance products or employee benefits is a plus.
Responsibilities
- Support an assigned Account Consultant with clients in the Benefits department.
- Communicate directly with small group employers and individuals to facilitate renewals, onboard new clients, and resolve questions or issues.
- Acquire knowledge of Bene-Care's offerings: Benefits, Payroll, HR Consulting, and TPA services.
- Prepare client proposals, spreadsheets, and custom documents tailored to client needs.
- Gather and organize materials for client meetings to ensure thorough preparation.
- Process enrollment transactions (additions, terminations, changes) and support claims submissions.
- Guide clients on insurance products, eligibility, underwriting, policy changes, and benefit questions.
- Learn client processes and preferences to anticipate and meet their needs.
- Manage underwriting documentation and submit enrollment materials accurately.
- Reconcile enrollment and plan changes during renewal periods.
- Ensure seamless internal communication across departments to support client service.
- Maintain high responsiveness to emails, voicemails, and time-sensitive requests.
- Perform effectively during peak seasons, especially open enrollment periods.
- Assist in identifying new business prospects and support client acquisition efforts.
- Uphold confidentiality and data protection standards with client information.
- Collaborate within a team to achieve departmental goals and high-quality service.
- Execute other duties as assigned.
Benefits
- Competitive compensation and benefits package.
- Opportunities for ongoing learning and licensure.
- Growth-focused company with a clear dedicated pathway.
- Supportive team that values accuracy, communication, and initiative.
- Stable work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
