Senior Employee Benefits Account Coordinator – Regional

Role Overview

• Provides administrative support to internal account managers
• Maintains a professional relationship with our external clients
• Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites
• Assists in marketing of accounts as directed by account managers
• Assists with the preparation of reports, proposals and other presentation materials
• Audits billing statements for accuracy on behalf of clients
• Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc.
• Assists in processing necessary paperwork for submission to carrier –implementation
• Attends local enrollment/client meetings as needed
• Delivers outstanding customer service
• Maintains agency files accurately and consistently

Requirements

• High school diploma or equivalent required
• 1+ year of employee benefits experience in the insurance field preferred
• Commitment to continuous learning and professional development
• Active Life & Health License preferred
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Benefits

• medical, dental, vision, prescription drug coverage
• 401K
• equity incentive plan
• multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO