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Employee Benefits Account Coordinator

4 weeks ago

Beverly Hills, United States Higginbotham Insurance Agency Inc Full time

**Higginbotham**, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a **Employee Benefits Account Coordinator **for our **California** **office. This role could also be **remote** as well.

**Position Summary**: Provides a wide variety of administrative support to internal account managers and maintains a professional relationship with our external clients.

**Essential Tasks**:

- 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
- Assists with compliance monitoring tasks
- Completes special projects as assigned
- Attend local enrollment/client meetings as needed

**Non-essential Tasks**:

- 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

**Specific Knowledge, Skills and Abilities**:

- Exceptional communication skills, both (verbal and written), and customer service skills
- Highly motivated self-starter with ability to work independently to accomplish established agency goals
- Ability to work as a team player with a committed positive approach to working through adversity
- Public presentation skills
- Strong organizational and time management skills, with an extreme attention to detail
- Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
- Ability to adhere to and meet deadlines
- Accountable and delivers on commitments
- Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred

**Experience and Education**:

- High school diploma and some college
- Life and Health Agent’s license preferred
- Minimum two years’ experience in employee benefits or HR related position preferred
- Bilingual
- Commitment to continuous learning

**Physical Requirements**:

- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching and stretching in all directions

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