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Employee Benefits Account Coordinator

Higginbotham
Sherman Oaks, CA , US
Full-time

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Coordinator for our California office.

This role could also be remote as well.

Position Summary : Provides a wide variety of administrative support to internal account managers and maintains a professional relationship with our external clients.

Essential Tasks :

  • Delivers outstanding customer service
  • Conducts data entry into spreadsheets, internal agency management system, carrier websites, etc.
  • 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
  • Assists with compliance monitoring tasks
  • Completes special projects as assigned
  • Attend local enrollment / client meetings as needed

Non-essential Tasks :

  • Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly
  • Attends and completes any training sessions or assignments as required
  • Performs other related tasks as needed

Specific Knowledge, Skills and Abilities :

  • Exceptional communication skills, both (verbal and written), and customer service skills
  • Highly motivated self-starter with ability to work independently to accomplish established agency goals
  • Ability to work as a team player with a committed positive approach to working through adversity
  • Public presentation skills
  • Strong organizational and time management skills, with an extreme attention to detail
  • Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
  • Ability to adhere to and meet deadlines
  • Accountable and delivers on commitments
  • Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred

Experience and Education :

  • High school diploma and some college
  • Life and Health Agent’s license preferred
  • Minimum two years’ experience in employee benefits or HR related position preferred
  • Bilingual
  • Commitment to continuous learning

Physical Requirements :

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching and stretching in all directions
  • 29 days ago
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