Benefits Coordinator

Risk Strategies Company - Paducah, KY

Full-time

Paducah, KY

Insurance Carriers and Related Activities

About the position

The Small Group Benefit Coordinator plays a crucial role in the day-to-day management of client accounts, providing support to client teams in developing effective benefit strategies that align with client goals and financial requirements. This position involves a variety of essential functions, including data analysis, drafting client reports, developing Requests for Proposals (RFPs), conducting marketing analysis, and implementing vendor solutions. The ideal candidate will be expected to learn about the full spectrum of employer-sponsored health and welfare plans, as well as the federal and state regulations that govern these plans. In this role, the Benefit Coordinator will work under moderate supervision to collect, analyze, and prepare information that facilitates client requests and supports the activities of the client team. The position does not involve direct management of clients, but it requires a proactive approach to ensure that outgoing client deliverables are accurate and peer-reviewed. The Benefit Coordinator will fully support the Team Leader and Account Managers, assist in project management for assigned clients, and participate in client conference calls as needed. Direct interaction with clients will be a regular part of the job, addressing day-to-day questions and attending vendor meetings. The responsibilities also include conducting research and producing financial analytics through data collection, analysis, and interpretation for client deliverables. The Benefit Coordinator will ensure the accuracy of preliminary proposals, develop summary spreadsheets, and assist in marketing efforts, including follow-ups with insurance carriers. Additionally, the role involves reviewing Summary Plan Descriptions (SPDs) and contracts for technical accuracy and researching compliance questions related to health and welfare plans. The Benefit Coordinator will be accountable for updating client information within various tracking tools, such as BenefitPoint and AMS, and will be expected to meet internal deadlines consistently.

Responsibilities

• Assist in all aspects of day-to-day client management as directed by team members.
• Support client teams in developing benefit strategies and meeting client goals and objectives.
• Collect, analyze, and prepare information to facilitate client requests and support client team activities.
• Ensure outgoing client deliverables are accurate and peer-reviewed.
• Fully support the Team Leader and Account Managers.
• Assist in project management of all assigned clients.
• Participate in client conference calls with team members as appropriate.
• Interact directly with clients on day-to-day questions.
• Attend vendor meetings and participate in internal and external training sessions.
• Manage components of projects and tasks assigned.
• Accountable for assigned work products and meeting internal deadlines.
• Conduct research and produce financial analytics for client deliverables.
• Ensure accuracy of preliminary proposals and develop summary spreadsheets as needed.
• Assist in marketing efforts, including follow-up with insurance carriers.
• Review SPDs/contracts for technical accuracy.
• Research health and welfare compliance questions as necessary.
• Assist in updating client information within various tracking tools.

Requirements

• BA/BS preferred.
• 0 - 3+ years of health & welfare experience, meeting the majority of core practice competency-based skills.
• Resourceful, proactive self-starter with the ability to think ahead.
• Strong business acumen paired with intellectual curiosity.
• Commitment to professional growth and development, including training and mentoring.
• Excellent organizational skills, accuracy, and attention to detail.
• Capacity to multitask and manage competing priorities with strong time management skills.
• Develop critical thinking and analytical skills.
• Ability to express ideas clearly in both written and oral communications.
• Accept responsibility and accountability for assigned projects.
• Strong client service orientation and ability to respond to communications effectively and timely.
• Ability to work at a fast pace, both independently and in a team environment.
• Strong Microsoft Excel, Word, and PowerPoint skills.
• Life, Accident and Health Insurance License within the first 90 days of employment.