Employee Benefits Account Coordinator

Higginbotham Insurance - McKinney, TX

Full-time - Entry Level

McKinney, TX

11-50 employees

Professional, Scientific, and Technical Services

About the position

The Employee Benefits Account Coordinator at Higginbotham Insurance Agency, Inc. is responsible for supporting the Employee Benefits Account Manager in maintaining client relationships and managing their accounts. This entry-level position focuses on delivering exceptional customer service, conducting data entry, assisting in marketing efforts, and preparing various reports and enrollment materials.

Responsibilities

• 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
• Completes special projects as assigned
• Attends local enrollment/client meetings as needed
• 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

Requirements

• 1-2 years of employee benefits experience preferred
• Life and Health Agent's License/Group I Licensed preferred

Benefits

• Generous employee benefits package
• Robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity - the potential for growth within the company