Employee Benefits Account Coordinator

Higginbotham•Fort Worth, TX

3d•Onsite

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 account marketing, preparing reports and presentations, auditing billing statements, generating enrollment materials, processing paperwork for carrier submission, and attending client meetings as needed. The position requires delivering outstanding customer service and maintaining agency files accurately and consistently. The role also includes attending required training sessions and performing other related tasks.

Requirements

High school diploma or equivalent required.
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
Knowledge of a similar Account Management System (AMS) is acceptable if Applied Epic experience is not present.

Nice To Haves

1+ year of employee benefits experience in the insurance field preferred.
Active Life & Health License preferred.
Applied Epic experience preferred.

Responsibilities

Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, and 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, and enrollment/change forms.
Assists in processing necessary paperwork for submission to carriers for implementation.
Attends 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.