Employee Benefits Account Coordinator

Higginbotham • Corpus Christi, TX

3d

About The Position

The Account Coordinator provides administrative support to internal account managers and maintains professional relationships with external clients. The role supports account marketing, prepares reports and presentation materials, audits client billing statements, creates open enrollment materials, and assists with processing paperwork for carrier submission and implementation. The coordinator may attend local enrollment or client meetings and is expected to deliver outstanding customer service, maintain accurate agency files, complete required training, and perform related tasks as needed. The position has no supervisory responsibilities.

Requirements

• High school diploma or equivalent.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens.
• Repeated use of 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.

Nice To Haves

• At least one year of employee benefits experience in the insurance field.
• Active Life & Health License.
• Applied Epic experience, or knowledge of a similar Account Management System (AMS).
• Commitment to continuous learning and professional development.

Responsibilities

• Enter data into Excel spreadsheets, the internal agency management system, carrier websites, and House Bill requests.
• Assist with account marketing 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 required for submission to carriers and 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
• Education Level: High school or GED