Benefits Coordinator

$65,000 - $75,000/Yr

Keenan & Associates - San Jose, CA

Full-time - Entry Level

Remote - San Jose, CA

Insurance Carriers and Related Activities

About the position

The Benefits Coordinator role at Keenan, an Accretive company, involves assisting with the administration of employee benefits for clients, including hospitals, public entities, and school districts. This position requires strong communication and organizational skills to support various internal procedures, manage open enrollment meetings, and resolve claims and billing issues. The role is hybrid, allowing for a mix of remote and in-office work, and offers opportunities for professional growth within a supportive environment.

Responsibilities

• Assist Service Analyst, Account Executive, and Sales Executive with internal procedures.
• Help with the installation of new cases and complete administrative requirements for carriers.
• Proofread booklets, Summary Benefits of Coverage, and master contracts.
• Prepare communication and enrollment materials.
• Assist in the preparation of ICM packets and JPA agendas and minutes, attending as needed.
• Coordinate open enrollment meetings and health fairs, attending if needed.
• Resolve claim, billing, and eligibility issues, creating and tracking Activity Logs in BenefitPoint.
• Maintain BenefitPoint for existing customers, ensuring all plans/rates are current and reviewed.
• Process renewals in conjunction with the Account Executive and Service Analyst, following BenefitPoint procedures.
• Maintain Renewal Status Report and obtain premium and claim reports for experience-rated cases.
• Maintain G drive and audit as assigned.
• Distribute Quarterly Wellness Newsletters, Briefings, and Bi-annual client reminders.
• Prepare required Service reports and schedule client appointments as needed.
• Exhibit excellent communication skills with clients, carriers, and other staff.
• Develop full-service responsibility for assigned clients.

Requirements

• Minimum of two (2) years' group insurance experience required.
• Excellent communication and organizational skills; ability to multitask and work under pressure with minimum supervision.
• Proficiency in Microsoft Windows, Word, and Outlook; accurate and detail-oriented; math aptitude; flexible attitude and hours; ability to travel.
• Life and Disability license preferred or must be willing to obtain within one (1) year of hire.
• Willingness to participate in continuing education programs (preferably group-insurance related).

Nice-to-haves

• Experience with BenefitPoint software.
• Knowledge of health insurance regulations and compliance.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance