Benefits Coordinator

Summary: As a Benefits Coordinator you will have the opportunity to be part of a training class, learning the ins and outs of the Benefits industry. You will work closely with account teams, assisting with the day-to-day servicing of our clients. This is an amazing opportunity to start in an entry level role and grow with us!

Essential Duties and Responsibilities:

• Gains exposure to clients and carrier contacts; attends meetings and calls, may take an active role with clients
• Assist Account Manager in preparing insurance company proposal requests and spreadsheeting results, benefits and rates.
• Reviews client documents and summary of benefits and coverage for accuracy under the direction of more senior team members
• Creates and maintain client files in accordance with office procedures.
• Answers administrative questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
• May have direct contact with vendors or clients for clerical and administrative assistance.
• May have direct contact with clients for open enrollments administration, as a support to the Account Manager.
• Assist Account Manager in preparing insurance company proposal requests and spreadsheeting proposals.
• Assist Account Teams in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate.
• Coordinate client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
• Complete and process group applications and Broker of Record letters, as directed by the Account Manager
• Create and maintain client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.
• Assists in research of questions regarding benefits and vendor/carrier products and services.
• Enrollment fulfillment during renewal and new business onboarding process
• Assist Account Managers in the gathering of form 5500 information, maintain 5500 calendar and tracker, reach out to carriers when needed
• Assists Account Managers with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
• Assists with problem resolution on claims, billing and eligibility issues with carriers
• Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager
• Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials.
• Attend seminars and classes related to the department and to maintain L&H License.
• Participate in training regarding carrier products and systems

Knowledge, Skills, and/or Abilities:

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and service
• Ability to work independently and anticipate client and team needs
• Effective time management and decision making skills
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities

Education and/or Experience:

• High School or equivalent

Certificates, Licenses, Registration:

• License is generally obtained by this level