Employee Benefits Account Coordinator

HigginbothamKnoxville, TN

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 proposal preparation, 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
  • Attention to Detail
  • Communication Skills
  • Timely Task Completion
  • Team Collaboration
  • Client Focus
  • Dependability
  • Creative Thinking
  • Organizational Skills
  • Adaptability

Nice To Haves

  • 1+ year of employee benefits experience in the insurance field preferred
  • Commitment to continuous learning and professional development
  • 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

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
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