Employee Benefits Account Coordinator

Higginbotham • Louisville, KY

4d

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, reporting and proposal preparation, billing audits, open enrollment materials, carrier implementation paperwork, client meetings, file maintenance, and customer service. The coordinator also completes required training and other related tasks as needed. There are no supervisory responsibilities.

Requirements

• High school diploma or equivalent.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to analyze and solve problems, with attention to detail.
• Clear verbal and written communication skills.
• Ability to complete tasks efficiently and manage priorities.
• Team collaboration and client focus.
• Dependability and punctuality.
• Organizational skills and ability to manage multiple projects.
• Adaptability to changing situations and priorities.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens; hearing and speech to communicate by telephone and in person; and hand movements such as keyboarding, writing, and 10-key use. Walking, bending, sitting, reaching, and stretching are also required.

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.
• 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 account managers with marketing accounts.
• Assist with preparing reports, proposals, and other presentation materials.
• Audit client billing statements for accuracy.
• Generate open enrollment materials, including enrollment guides, election forms, personalized confirmation sheets, and enrollment/change forms.
• Assist with processing paperwork for submission to carriers for implementation.
• Attend local enrollment and client meetings as needed.
• Provide 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, dental, vision, and prescription drug coverage.
• 401K.
• Equity incentive plan.
• Supplemental benefits supporting physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company-paid holidays and PTO.

What This Job Offers

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