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