Employee Benefits Account Coordinator

Higginbotham • Woodway, TX

6d

About The Position

The Account Coordinator provides administrative support to internal account managers and maintains professional relationships with external clients. The role supports employee benefits account servicing through data entry, marketing assistance, preparation of reports and presentation materials, billing audits, open enrollment material generation, and paperwork processing for carrier implementation. The coordinator may attend local enrollment or client meetings as needed, provides customer service, maintains agency files, and completes required training and other 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.

Nice To Haves

• At least 1 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 with marketing accounts as directed by account managers.
• Assist with preparing 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 necessary 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, dental, vision, and prescription drug coverage.
• 401(k).
• Equity incentive plan.
• Multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company-paid holidays and PTO.

What This Job Offers

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