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Benefits Account Coordinator

3 months ago

Webster, United States BENE-CARE Full time

Department: Benefits

Reports To: Benefits Sales Manager

FLSA Status: Exempt

Pay Rate: $21.00 - $26.00 per hour

Location: Rochester, NY

Employment Status: Full-Time, Monday-Friday 8:30am-5:00pm


Position Summary

The Benefits Account Coordinator supports Bene-Care's Benefits division by assisting a dedicated Account Consultant. This position is responsible for maintaining direct communication with clients, facilitating renewals, onboarding new clients, and ensuring a seamless experience throughout the client life cycle.


Essential Expectations and Responsibilities:

  • Support a dedicated Account Consultant in managing client relationships within the Benefits department.
  • Communicate directly with individuals and small group businesses to assist with renewals and new client acquisitions.
  • Acquire comprehensive knowledge of all services offered by Bene-Care including Benefits, Payroll, Human Resources Consulting and Third-Party Administration.
  • Demonstrate strong verbal communication skills, attention to detail, and critical thinking in all interactions.
  • Assist in creating client proposals, preparing spreadsheets, and developing customized forms as needed.
  • Gather materials and prepare informational packets for client meetings to ensure readiness and organization.
  • Support an Account Consultant in processing additions, terminations, or changes to employee enrollments and claims submissions.
  • Provide client support both over the phone and in person, assisting with insurance product selection, eligibility, underwriting requirements, policy changes, and general inquiries.
  • Anticipate client needs by becoming familiar with their processes and preferences.
  • Review underwriting and assist with group enrollment by submitting necessary materials through appropriate channels.
  • Reconcile plan changes and enrollments at client renewal periods.
  • Efficiently communicate information between internal departments to ensure seamless client service delivery.
  • Respond promptly to all emails and voicemails, maintaining a high level of responsiveness.
  • Thrive under open enrollment pressures and meet strict deadlines while managing time effectively during peak seasons.
  • Prospect clients through various channels, as needed for the Benefits Sales division.
  • Maintain confidentiality of sensitive client information.
  • Collaborate effectively within a team-oriented environment to achieve departmental goals and deliver exceptional client service.
  • Perform other work-related duties as assigned.

Minimum Qualifications (Knowledge, Skills and Abilities):

  • Life, Accident & Health (LAH) preferred; Candidate is required to obtain their LAH license within the first three months of employment.
  • Proven experience in customer service, account management, or related field.
  • Strong proficiency in Microsoft Office Suite and CRM software.
  • Excellent organizational skills with the ability to manage multiple tasks simultaneously.
  • Ability to work independently and as part of a team.
  • Knowledge of employee benefits and insurance products is a plus.
  • Ability to adapt to changing priorities and handle high-pressure situations calmly and effectively.

Physical Demands and Work Conditions:

The physical demands described here are representative of those that should be met by an employee to successfully perform the essential functions of this job with or without reasonable accommodation. While performing the duties of this position, the employee is frequently required to sit, walk, bend, use hands (i.e.: type, write), talk, and hear. The employee is occasionally required to stand and walk. Employee may occasionally be required to lift and/or move up to 25 pounds.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

___________________________________________________________________________________

Nothing in this document should be interpreted as an offer of employment and all employment with Bene-Care and its affiliates is at will. Reasonable accommodation will be made as determined by the interactive process upon request and job duties may be adjusted as needed to ensure that any current or potential employee be successful at Bene-Care. Bene-Care and its affiliates are Equal Opportunity Employers.