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Administrative Coordinator

2 months ago

Austin, Texas, United States NFP Full time
About the Position

This is a support role, assisting the account teams with basic administrative and other support functions in the team's day-to-day servicing of clients.

The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls, and participate in special projects and trainings with the team that will assist in their learning and development.

Essential Duties and Responsibilities:
  • May have direct contact with vendors for simple questions or requests.
  • Learns to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.
  • Assists team in answering administrative questions from clients (ie: ID cards, claim processing).
  • Creates and maintains client files in accordance with office procedures.
  • Learns to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.
  • May assist team in scheduling meetings as their first client interaction.
  • Learns to prepare insurance company proposal requests and spreadsheeting results including benefits and rates.
  • Assists Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.
  • Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
  • Assist with Benefit Administration platform build out / updates, review system, gathers information, enters benefit information in the applicable system following plan rules and instructions given from Account team.
  • Assist with Internal system updates and documentation.
  • Assists Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager.
  • Create and maintain client calendar, to ensure completion of pending items and future deliverables.
  • Assists in research of questions regarding benefits and vendor/carrier products and services.
  • Assists with problem resolution on claims, billing and eligibility issues with carriers.
  • Assist Account Managers in the gathering of form 5500 information.
  • Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
  • Assist Account Managers, Specialists, and others in the office with administrative duties.
  • Attend seminars and Continuing Education classes related to the department and to prepare for L&H License.
  • Participate in training regarding carrier products and systems.
Knowledge, Skills, and/or Abilities:
  • Knowledge of benefits administration (desired).
  • Strong troubleshooting skills.
  • Strong attention to detail.
  • Ability to work independently and with teams.
  • Effective time management and decision-making skills.
  • Diligent task management and follow up.
  • Ability to express ideas clearly in both written and oral communications.
  • Strong Microsoft Excel and PowerPoint skills.
What We're Looking For:
  • A proven ability to manage multiple projects at a time while paying strict attention to detail in a quick-paced environment.
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization.
  • Must be an intermediate to advanced Excel user; able to swiftly maneuver spreadsheets, check and update formulas as necessary, as well as properly format results for presentations.
  • Experience in delivering client-focused solutions based on customer needs within tight deadlines.
Education and/or Experience:
  • College degree or equivalent experience preferred.
  • Willing to obtain Life and Health License within 60 days of hire.
  • Benefits administration experience (desired - not required).