
Senior Employee Benefits Account Coordinator – Regional
Higginbotham
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Job Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryreport preparationbilling statement auditingopen enrollment material generation
Soft Skills
customer serviceprofessional relationship managementcommitment to continuous learning
Certifications
High school diplomaLife & Health License