Employee Benefits Account Coordinator (Bilingual- Spanish)

Higginbotham • Tyler, TX

9d

About The Position

The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. This role requires strong organizational skills, attention to detail, and excellent communication abilities. The coordinator will be responsible for data entry, assisting with marketing and reporting, auditing billing statements, generating enrollment materials, and processing paperwork for carrier submissions. Delivering outstanding customer service and maintaining accurate agency files are key aspects of this position.

Requirements

• High school diploma or equivalent required
• Proficient with Microsoft Excel, PowerPoint, and Outlook
• Ability to Analyze and Solve Problems
• Attention to Detail
• Communication Skills
• Timely Task Completion
• Team Collaboration
• Client Focus
• Dependability
• Creative Thinking
• Organizational Skills
• Adaptability
• 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
• Bilingual in Spanish

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

Benefits

• medical
• dental
• vision
• prescription drug coverage
• 401K
• equity incentive plan
• multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays
• PTO

What This Job Offers

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