Senior Employee Benefits Account Coordinator – Regional

. Provides administrative support to internal account managers .

Posted 3/28/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorWebsite

Key responsibilities & impact

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

What you’ll need

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

ATS Keywords

✓ Tailor your resume

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