Employee Benefits Account Coordinator

Higginbotham • Oklahoma City, OK

4d

About The Position

The Account Coordinator provides administrative support to internal account managers and maintains professional relationships with external clients. The role involves supporting account marketing, preparing client materials, auditing billing statements, assisting with carrier paperwork and enrollment processes, and delivering customer service. The coordinator maintains accurate agency files and completes required training and other related tasks.

Requirements

• High school diploma or equivalent.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to analyze and solve problems, communicate clearly, complete tasks in a timely manner, collaborate with a team, focus on clients, demonstrate dependability, think creatively, stay organized, and adapt to changing situations.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens; hearing and speech to communicate by telephone and in person; and hand movements such as keyboarding, writing, and 10-key use.
• Ability to walk, bend, sit, reach, and stretch in all directions.

Nice To Haves

• One or more years of employee benefits experience in the insurance field.
• Active Life & Health License.
• Applied Epic experience; knowledge of a similar Account Management System (AMS) is acceptable.
• Commitment to continuous learning and professional development.

Responsibilities

• Enter data into Excel spreadsheets, the internal agency management system, carrier websites, and House Bill requests.
• Assist account managers with marketing accounts.
• Help prepare reports, proposals, and other presentation materials.
• Audit billing statements for accuracy on behalf of clients.
• Generate open enrollment materials, including enrollment guides, election forms, personalized confirmation sheets, and enrollment or change forms.
• Assist with processing paperwork for submission to carriers for implementation.
• Attend local enrollment or client meetings as needed.
• Deliver outstanding customer service.
• Maintain agency files accurately and consistently.
• Attend and complete required training sessions or assignments.
• Perform other related tasks as needed.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401K.
• Equity incentive plan.
• Supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company-paid holidays and PTO.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED