Benefits Division Support Coordinator - Irvine, United States - SULLIVANCURTISMONROE INSURANCE SERVICES, LLC

Description

• The Support Coordinator provides support to all Benefits Division employees in managing carrier meetings, coordinating printing deliverables, and processing invoices to be paid on behalf of the department or clients. The position is an integral part of the Benefits Division team, ensuring the department has everything necessary to provide the highest level of support to our clients.

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

• Coordinate printed materials for clients and sales presentations
• Work with AM/AC team and outside print vendor to ensure materials for clients are printed and shipped accurately
• Prepare and maintain department and client invoices for payment by the SCM accounting department, while also ensuring accurate records of all payments made on behalf of the Benefits Department and clients are meticulously maintained.
• Run lists of clients in agency management systems and electronic files
• Maintain and update Employee Benefits Carrier Directory.
• Coordinate carrier learning opportunity meetings
• Coordinate Form 5500 Filings with outside vendor partners & review and file for all clients 100+ with vendor
• Maintain client and SCM team member access to Mineral HR
• Set-Up, Coordinate and Project Manage biannual department meetings as necessary
• Maintain and cultivate relationships with internal/external partners
• Maintain electronic files in accordance with agency procedures.
• Meet agency guidelines for timely processing work assigned.
• Back up and help the team 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.

• High school diploma required, Bachelor's degree preferred.
• Have at least 1 year working experience in the insurance industry as clerical/customer service preferred.
• 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.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).