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Benefits Coordinator

2 months ago


Las Vegas, United States Eclaro Full time

Benefits Coordinator


Essential Duties and Responsibilities:

• Gains exposure to clients and carrier contacts; attends meetings and calls, does not take active role

• Assist Account Manager in preparing insurance company proposal requests and spreadsheeting results, benefits and rates.

• Reviews client documents and summary of benefits and coverage for accuracy under the direction of more senior team members

• Creates and maintain client files in accordance with office procedures.

• Answers administrative questions from clients and/or insurance company personnel such as ID card request, claims or billing questions

• May have direct contact with vendors or clients for clerical and administrative assistance.

• May have direct contact with clients for open enrollments administration, as a support to the Account Manager.

• Assist Account Manager in preparing insurance company proposal requests and spreadsheeting proposals.

• Assist Account Teams in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate.

• Coordinate client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.

• Complete and process group applications and Broker of Record letters, as directed by the Account Manager

• Create and maintain client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.

• Assists in research of questions regarding benefits and vendor/carrier products and services.

• Enrollment fulfillment during renewal and new business onboarding process

• Assist Account Managers in the gathering of form 5500 information, maintain 5500 calendar and tracker, reach out to carriers when needed

• Assists Account Managers with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.

• Assists with problem resolution on claims, billing and eligibility issues with carriers

• Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager

• Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials.

• Attend seminars and classes related to the department and to maintain L&H License.

• Participate in training regarding carrier products and systems


Knowledge, Skills, and/or Abilities:

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and service

• Ability to work independently and anticipate client and team needs

• Effective time management and decision making skills

• Diligent follow up skills

• Ability to express ideas clearly in both written and oral communications

• Strong Microsoft Excel and PowerPoint skills

• Commanding presentation and public speaking abilities