Employee Benefits Account Coordinator

Higginbotham • Tyler, TX

6d

About The Position

The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains professional relationships with external clients. The role supports account marketing, prepares client materials, audits billing statements, assists with carrier paperwork, and helps deliver customer service. The coordinator maintains accurate agency files, attends local enrollment or client meetings as needed, and completes required training and related tasks.

Requirements

• High school diploma or equivalent.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to lift 25 pounds.
• Ability to repeatedly use sight to read documents and computer screens.
• Ability to repeatedly use hearing and speech to communicate by telephone and in person.
• Ability to perform repetitive hand movements, including keyboarding, writing, and 10-key use.
• Ability to walk, bend, sit, reach, and stretch in all directions.
• Commitment to continuous learning and professional development.
• Strong analytical and problem-solving ability, attention to detail, communication skills, timely task completion, teamwork, client focus, dependability, creative thinking, organizational skills, and adaptability.

Nice To Haves

• At least one year of employee benefits experience in the insurance field.
• Active Life & Health License.
• Applied Epic experience; knowledge of a similar Account Management System (AMS) is acceptable.

Responsibilities

• Enter data into Excel spreadsheets, the internal agency management system, carrier websites, and House Bill requests.
• Assist with marketing accounts as directed by account managers.
• Help prepare reports, proposals, and other presentation materials.
• Audit billing statements for accuracy on behalf of clients.
• Generate open enrollment materials, including enrollment guides, election forms, personalized confirmation sheets, and enrollment or change forms.
• Assist with processing paperwork for submission to carriers for implementation.
• Attend local enrollment and client meetings as needed.
• Deliver outstanding customer service.
• Maintain agency files accurately and consistently.
• Attend and complete required training sessions or assignments.
• Perform other related tasks as needed.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Prescription drug coverage
• 401(k)
• Equity incentive plan
• Supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company-paid holidays
• Paid time off (PTO)

What This Job Offers

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