Life & Health Insurance License Full Job Description Position Summary:

The Senior Account Coordinator position provides a wide variety of administrative support to a team of internal account managers and maintains a professional relationship with our external clients. Manages and maintains a minimal book of business consisting of small groups.

Supervisory Responsibilities:

Delivers outstanding customer service Analyzes carrier information and maintains spreadsheets and carrier websites, and manages House Bill requests 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 Assists in processing necessary paperwork for submission to the carrier Assists with compliance projects as directed by account managers Completes special projects as assigned Attends and presents at local enrollment/client meetings as needed Manages and maintains a book of business that consists of minimum threshold accounts, including renewal processes, compliance, and ongoing service of accounts Acts as mentor and leader for novice account coordinators, including providing training as requested 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

Core Competencies:

Ability to

Analyze and Solve Problems:

Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to

Detail:

A strong focus on completing tasks and projects accurately and thoroughly

Communication Skills:

Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences

Timely Task Completion:

Ability to finish tasks and projects efficiently, managing resources and priorities effectively

Team Collaboration:

Willingness to work together with others, promoting teamwork and supporting shared goals

Client Focus:

Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction

Dependability:

Acknowledgment of the importance of being present and punctual.

Creative Thinking:

Openness to suggesting new ideas and methods to improve processes and outcome

Organizational Skills:

Capability to prioritize tasks and manage multiple projects simultaneously

Adaptability:

Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

2+ years of employee benefits and account management experience in the insurance field preferred, including a strong understanding of current employee benefits, regulations, and industry standards Commitment to continuous learning and professional development

Licensing and Credentials:

Active Life & Health License required

Systems:

Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

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

Benefits & Compensation:

Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program Notice to

Recruiters and Staffing Agencies :

To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. Applications will be accepted until the position is filled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. 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