Employee Benefits Account Coordinator

Higginbotham•Fort Worth, TX

20h

About The Position

The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. This role involves data entry, assisting with marketing and presentations, auditing billing statements, generating enrollment materials, processing paperwork for carrier submission, and delivering outstanding customer service. The coordinator will also maintain agency files accurately and consistently, attend training sessions, and perform other related tasks as needed.

Requirements

High school diploma or equivalent required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
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 outcome
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
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

Nice To Haves

1+ year of employee benefits experience in the insurance field preferred
Active Life & Health License preferred
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, 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, etc
Assists in processing necessary paperwork for submission to carrier – implementation
Attend local enrollment/client meetings as needed
Delivers outstanding customer service
Maintains agency files accurately and consistently
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed