Employee Benefits Account Coordinator

2 weeks ago


McKinney, United States Higginbotham Insurance Agency Full time
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for anEmployee Benefits Account Coordinatorfor our McKinney, Texasoffice.

TheEmployee Benefits Account Coordinatorwill assist the Employee Benefits Account Manager in maintain relationships with the clients and their accounts.

  • 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
    • 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
  • Location:
    • McKinney, Texas
  • Experience:
    • 1-2 yearsof employee benefits experiencepreferred
  • Licensing & Credentials:
    • Life and Health Agent's License/Group I Licensedpreferred
  • Compensation:
    • Competitive Compensation depending on applicable experience
  • Perks & Benefits:
    • Generous employee benefits package which includes a robust wellness program
    • Employee Ownership Opportunities
    • Career progression opportunity - the potential for growth within the company


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