Group Benefits Account Coordinator

Mcgowan Insurance Group - New Castle, IN

Full-time - Entry Level

New Castle, IN

Insurance Carriers and Related Activities

About the position

The Group Benefits Account Coordinator plays a crucial role in supporting the Benefits department by managing the day-to-day servicing and maintenance of Group Benefits accounts. This position focuses on delivering high-quality administrative and technical support, ensuring timely client deliverables, and enhancing the overall internal experience within the department.

Responsibilities

• Provide quality administrative and technical service through completion of account-related tasks in support of the Benefits department, including Producers and Account Managers.
• Contribute to renewal project plans to ensure client deliverables are provided on time.
• Assist with requests for proposals, presentations, and other related activities that support the client benefit renewal process.
• Assist with the preparation of applicable compliance notices and documents.
• Support day-to-day client service inquiries (e.g., eligibility, benefits administration support) and anticipate client needs to provide a greater level of service and support.
• Maintain client files and ensure proper documentation, by processing all plans.
• Maintain accurate client records within BenefitPoint (agency management system) to ensure proper documentation by processing all marketed and renewed plans as well as other service needs, attachments, and activities, in accordance with agency standards and procedures.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
• Participate in courses for insurance/sales skills; maintains current knowledge of benefits and underwriting requirements of carriers; keeps current with industry trends, regulations, and changes in insurance products.
• Other job duties as assigned.

Requirements

• Indiana Life & Health Insurance License required
• Two-year associate college degree required; four-year college degree preferred
• Extensive knowledge of all lines of Group Benefits insurance
• Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes
• Experience operating in an electronic environment using tools such as Microsoft 365 applications (Outlook, Word, Excel, OneDrive, Teams, etc.), document management software, carrier proprietary systems, and phone systems
• Experience with AMS360 and BenefitPoint a plus
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction
• Keen attention to detail
• Ability to prepare, disclose and handle confidential and sensitive information
• Must be able to work with occasional instruction and supervision

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays