Employee Benefits Account Coordinator - Beverly Hills, United States - Higginbotham Insurance Agency Inc

Higginbotham Insurance Agency Inc

Verified Company

Beverly Hills, United States

1 day ago

Posted by:

Mark Lane

beBee recruiter

Description

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a
Employee Benefits Account Coordinator for our
California
office. This role could also be remote** as well.

Position Summary:

Provides a wide variety of administrative support to internal account managers and maintains a professional relationship with our external clients.

Essential Tasks:

Delivers outstanding customer service
Conducts data entry into spreadsheets, internal agency management system, carrier websites, etc.
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, etc.
Assists in processing necessary paperwork for submission to carrier
Assists with compliance monitoring tasks
Completes special projects as assigned
Attend local enrollment/client meetings as needed

Non-essential Tasks:

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

Specific Knowledge, Skills and Abilities:

Exceptional communication skills, both (verbal and written), and customer service skills
Highly motivated selfstarter with ability to work independently to accomplish established agency goals
Ability to work as a team player with a committed positive approach to working through adversity
Public presentation skills
Strong organizational and time management skills, with an extreme attention to detail
Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
Ability to adhere to and meet deadlines
Accountable and delivers on commitments
Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred

Experience and Education:

High school diploma and some college
Life and Health Agent's license preferred
Minimum two years' experience in employee benefits or HR related position preferred
Bilingual
Commitment to continuous learning

Physical Requirements: