Service Coordinator - Employee Benefits

Flagstar Bank • San Jose, CA

408d • $65,000 - $75,000 • Remote

About The Position

The Service Coordinator - Employee Benefits at Flagstar Bank plays a crucial role in supporting the Service Analyst, Account Executive, and Sales Executive with various internal procedures related to employee benefits. This position involves limited field service responsibilities and focuses on assisting with the installation of new cases, administrative tasks, and client communication, ensuring a smooth operation within the insurance brokerage and consulting firm.

Requirements

• Minimum of two (2) years' group insurance experience required.
• Excellent communication and organizational skills; ability to multitask; ability to work under pressure and with minimum supervision.
• Proficiency in Microsoft Windows, Word, and Outlook; accurate and detail oriented; math aptitude; flexible attitude and hours; ability to travel.
• Life and Disability license preferred or must be willing to obtain within one (1) year of hire.
• Willingness to participate in continuing education programs (preferably group-insurance related).

Nice To Haves

• Life and Disability license preferred or must be willing to obtain within one (1) year of hire.

Responsibilities

• Assist with installation of new cases.
• Complete administrative requirements for carrier.
• Proof booklets, Summary Benefits of Coverage, and master contracts.
• Preparation of communication and other enrollment materials.
• Assist with preparation of ICM packets and JPA agendas and minutes and attend if needed.
• Assist in coordination of open enrollment meetings and health fairs and attend if needed.
• Resolution of claim, billing, and eligibility issues; including creating and tracking Activity Logs in BenefitPoint.
• Maintain BenefitPoint on existing customers ensuring all plans/rates are current/reviewed following the established data standards and rate versioning process.
• Process renewals in conjunction with the Account Executive and Service Analyst and follow BenefitPoint procedures.
• Maintain Renewal Status Report.
• Obtain premium and claim reports for experience-rated cases.
• Maintain G drive and audit as assigned.
• Distribute Quarterly Wellness Newsletters, Briefings, and Bi-annual client reminders (waiver of premium, age reduction, beneficiary updates and life events).
• Prepare required Service reports.
• Schedule client appointments when required.
• Exhibit excellent communication skills with clients, carriers, and other Keenan staff.
• Willingness to develop full-service responsibility for assigned clients.
• Be sensitive to the proprietary nature of information relating solely to Keenan & Associates' clients, policies, etc., and be responsible for not divulging this information to anyone without a need to know.
• All other duties as assigned.

Benefits

• Competitive base salary.
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with 5 affordable medical plan options, company paid HSA contribution, 2 dental plan options, and 2 vision plan options.
• Company match 401(k) plan - 50% up to 6%!
• Discounts at over 11,000 gyms and fitness centers.
• 24/7 access to licensed therapists for mental health support.
• Pet benefits & discounts.
• Access to Employee-led Resource Groups (ERGs).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed