Employee Benefits Account Coordinator

Bridge Specialty Group • Tacoma, WA

19d • $19 - $31

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Coordinator to join our growing team in Tacoma, WA. How You Will Contribute: Perform routine clerical tasks including data entry and filing including renewing customers’ benefit plans in the customer management system Review and update plan attributes in the customer management system following each renewal Work with carriers to request materials for customers (e.g., Open Enrollment materials) and/or follow up on previous requests made by AMs Support AMs with processing adds, terms or changes to employee enrollments Communicate with carriers regarding customer billing discrepancies or simple claims issues Generate personalized forms for each customer (e.g., Annual Compliance Notices) Review carrier contracts for accuracy Draft employee communications materials for peer review by AM Read and respond to all emails within one business day On occasion, pull files from ImageRight and email to Producers, at AM’s request Maintain appropriate level of confidentially of information processed Other duties or special projects may be assigned

Requirements

• Bachelor’s Degree (BA/BS) or be a high school graduate with a minimum of one (1) year of office environment experience; other combination of work and/or education will be considered
• Willingness and desire to learn about Employee Benefits
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills

Responsibilities

• Perform routine clerical tasks including data entry and filing including renewing customers’ benefit plans in the customer management system
• Review and update plan attributes in the customer management system following each renewal
• Work with carriers to request materials for customers (e.g., Open Enrollment materials) and/or follow up on previous requests made by AMs
• Support AMs with processing adds, terms or changes to employee enrollments
• Communicate with carriers regarding customer billing discrepancies or simple claims issues
• Generate personalized forms for each customer (e.g., Annual Compliance Notices)
• Review carrier contracts for accuracy
• Draft employee communications materials for peer review by AM
• Read and respond to all emails within one business day
• On occasion, pull files from ImageRight and email to Producers, at AM’s request
• Maintain appropriate level of confidentially of information processed
• Other duties or special projects may be assigned

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level