Insurance Benefits Coordinator

2 weeks ago


Lakeland, Florida, United States Foundation Risk Partners Full time

Foundation Risk Partners, a leading firm in insurance brokerage and consulting, is seeking a Benefits Account Coordinator to join their dedicated team.

Position Overview:

The Benefits Account Coordinator is responsible for executing a diverse range of insurance-related administrative duties efficiently and within specified timelines as assigned by the Account Management leadership. This role includes assisting with the Open Enrollment process, Implementation Process, and maintaining the agency management system (EPIC) and electronic documentation.

Key Responsibilities:

  • Assist the Account Management Team by liaising with insurance carriers through phone or email to investigate subscriber claims and eligibility concerns; engage with billing departments to support clients with billing questions.
  • Collaborate with dedicated carrier service representatives and client managers to address client service challenges.
  • Regularly navigate various insurance carrier websites to verify eligibility, modify coverage, request identification cards, and manage online enrollment applications, change requests, and terminations.
  • Ensure follow-up with clients and subscribers is completed, providing email confirmations and documenting all interactions in EPIC.
  • Support the Account Management Team in the Renewal and RFP preparation process by formatting and distributing census information to clients.
  • Prepare and refine proposals and client presentations using relevant spreadsheet templates, such as Benefit and Rate Comparisons.
Required Skills & Qualifications:
  • Exceptional multitasking, prioritization, and organizational skills with a keen attention to detail.
  • Strong verbal and written communication abilities, coupled with excellent customer service skills.
  • Capacity to manage high volumes of work with a high degree of accuracy.
  • Effective decision-making and problem-solving skills.
  • Demonstrated integrity, a positive attitude, and a commitment to assisting others.
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.), SharePoint Designer, InfoPath, and Adobe Pro, along with strong technical skills in SharePoint Online and Office 365.
  • Familiarity with insurance agency management software (EPIC).
Education & Experience:
  • High school diploma or equivalent required.
  • Some college education is advantageous.
  • A minimum of 1-2 years of experience in the employee benefits sector, specifically with health insurance companies.
Why Choose Foundation Risk Partners:

As a recognized leader in the industry, Foundation Risk Partners fosters an environment that promotes both personal and professional development, creating a workplace that feels welcoming and supportive.

Equal Employment Opportunity:

Foundation Risk Partners is committed to providing equal employment opportunities to all qualified individuals, regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

Foundation Risk Partners offers a comprehensive suite of health-related benefits, including medical, vision, and dental coverage, along with a 401(k) plan featuring company matching, life insurance, short-term and long-term disability, and a generous paid time off policy.

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