Benefits Account Coordinator - Insurance Brokerage

Benefits Account Coordinator

• Insurance Brokerage Ultimate Staffing Services
• 3.8 Irvine, CA Job Details $60,000
• $65,000 a year 1 day ago Qualifications Benefits administration Website maintenance Life Insurance License Contract documentation review Spanish Website management Contract review Microsoft Excel Customer relationship building Workflow management (operations management method) Microsoft Publisher English Mid-level Client relationship development High school diploma or GED Bachelor's degree Legislation Staff training Data entry Presentation creation Clerical experience Request for proposal Phone call management 2 years Backlog management Communication skills Full Job Description Employee Benefits Account Coordinator•Insurance Brokerage•Direct Hire Responsibilities of the position•The Employee Benefits Account Coordinator will provide daily support to Account Executives and Account Managers with managing the day-to-day workflow and deliverables of the assigned book of business.

Essential Duties and Responsibilities Prepare materials required for meetings and presentations Assist Account Manager(s) in Renewal and the Marketing RFP process Assist in coordination of Open Enrollment process Be Responsible for initial data entry and maintenance of agency management systems and electronic files Partner with Communication Specialist to maintain/update client Benefits Websites and any other Communications Serve as the secondary client contact for issues or activities that the customer encounters with benefits programs and services Maintain Employee Benefits Contact Sheets, update as necessary Participate in relative industry and carrier trainings as recommended by management in order to grow one's knowledge of insurance coverage's and markets Become familiar and keep current with compliance and legislation impacting employee benefit programs Conduct Contract Reviews, Form 5500 Filing Review, and assist with POP and

SPD WRAP

Plan Document implementations Assist with claims, compliance, and plan administration at the direction of the Account Executive or Account Manager(s) Back up and help with front desk (answering phones), helping clear backlog, training new hires, and taking on projects at the request of your manager. All other duties as assigned. Qualifications/Requirements High school diploma required; bachelor's degree preferred. Bilingual in English and Spanish preferred. Possess a minimum of 2-3 years of experience in employee benefits, specifically in clerical or customer service roles. Experience in Benefits administration systems preferred. Hold a current and valid California Life and Disability License or be able to obtain one within 6 months of date of hire. Have the ability and willingness to attain insurance certifications within 18 months of hire. Develop excellent communication and customer service skills, with a focus on building and nurturing strong client relationships. Proficiency in formulating comprehensive plans and innovative solutions, coupled with the proactive initiative to implement them and assume accountability for their results. Demonstrate ability to work collaboratively with colleagues and carrier partners to achieve departmental and company goals. Proficient in Microsoft Office Suite, with advanced expertise in Excel, PowerPoint and Publisher to create effective presentations and exhibits. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.