Employee Benefits Account Coordinator

1 month ago

Indianapolis, United States Locascio Hadden and Dennis LLC Full time
Job DescriptionJob DescriptionDescription:

As a Benefits Account Coordinator, you'll leverage your specialized expertise—honed through education, experience, and advanced training—to assist clients in administering their employer-sponsored medical, dental, vision, life, and disability benefits plans. Your role adapts to the unique needs of each client, scaling your support to match the size and complexity of the group.


Essential Responsibilities and Duties:

  1. Perform a variety of account management activities in coordination with the Account Manager to maintain close contact with clients and deepen the relationships.
  2. Assist the Account Manager in conducting employee enrollment meetings, facilitating new coverage and carrier implementations, answering benefit questions for employers and/or employees and assisting employers with benefits compliance.
  3. Initiate, manage and analyze RFP responses for small employer accounts.
  4. Work with insurance vendors and underwriters to obtain quotes, negotiate benefits programs and rates and determine appropriate carriers for clients.
  5. Develop and manipulate client data and reports.
  6. Understand when and how to utilize internal systems to benefit the client.
  7. Understand when and how to utilize benefits administration systems to troubleshoot issues, solve problems and insure the accuracy of data within the system.
  8. Continue to look for ways to create new value by implementing best practices and improving work flows and business processes.
  9. Develop and continually improve product knowledge, plan design strategies, compliance knowledge, customer service strategies and trends in the market and industry.
  10. Continual education to obtain job related designations.
  11. Perform other duties and responsibilities as assigned.
Requirements:
  • Bachelor’s Degree in Business, Marketing or Finance preferred.
  • Prior experience in the employee benefits, insurance or comparable industry equivalent.
  • Indiana Life and Health Insurance License or ability to obtain within one year of employment.
  • Advanced knowledge of federal and state benefits compliance laws, including HIPPA preferred.
  • Knowledge of or ability to quickly learn technology and software tools to analyze and report benefits data.
  • Working knowledge of industry products and administrative tools preferred.

Skills:

  • Ability to proactively initiate and follow-through with multiple projects, with frequently changing priorities in a fast-pace entrepreneurial environment.
  • Self-directed, adaptive and flexible, with the ability to produce the highest quality work.
  • Intermediate PC skills (MS Word, Outlook, Excel and PowerPoint), with proficiency in building spreadsheets (VLOOKUPS, PIVOT tables, etc.) and producing effective presentations, correspondence and/or electronic communication.
  • Energetic, flexible, collaborative, and proactive; an individual who can professionally and positively impact both internal, as well as external clients and customers.
  • Passion for LHD’s mission and ongoing commitment to outstanding customer service.

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