Employee Benefits Project Coordinator

SWBC•San Antonio, TX

12d

About The Position

SWBC is seeking a talented individual to coordinate and manage aspects of the production and administration of benefit plans to include eligibility management which includes reconciliation and audits; service accounts and in support of the sales and account management team by preparing spreadsheets for client proposals; and performing other administrative duties. Why you’ll love this role: Join a fast-paced employee benefits consulting group where you will gain hands-on experience and foundational knowledge of the industry. As a Project Coordinator, you will play a key role in supporting the team and ensuring clients have timely access to their insurance benefits. You will thrive in a collaborative environment, build strong relationships with clients and carrier partners, and have opportunities for growth and advancement.

Requirements

High School Diploma or GED required.
Minimum of three (3) years in Employee benefits, insurance agency, group insurance administration sales, marketing or equivalent experience required.
Proficient in personal computers to include Internet navigations, MS Excel, Word, and PowerPoint.
Working knowledge of basic office equipment to include operating a calculator, copy machine, and fax.
Strong communication (both written and verbal), leadership, organizational and interpersonal skills.
Able to work in a fast-paced environment and demonstrated personal initiative and self-motivation.
Strong multi-tasking and team-building skills.

Nice To Haves

Some college work in Business, insurance, marketing or related field of study from an accredited college or university preferred.
Possess a Group I L&H Insurance License preferred or obtain within 6 months of employment.

Responsibilities

Management of client eligibility (adds, terms, changes).
Eligibility audits and billing reconciliation.
Compares and analyzes carrier information to select appropriate benefit packages and inputs price data into spreadsheets for presentations to clients; and negotiates best pricing and plan selection with carriers as assigned.
Visit clients for on-site service in support of sales and account managers.
Attends seminars and continuing education courses to keep current on new laws and regulations at state and national levels.
Aids and technical guidance to the Benefit System Specialist.
Performs other duties as required.