- Essential Tasks: Delivers outstanding customer serviceConducts data entry into spreadsheets, internal agency management system, carrier websites, etc.Assists in marketing of accounts as directed by account managersAssists with the preparation of reports, proposals and other presentation materialsAudits billing statements for accuracy on behalf of clientsGenerates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/ change forms, etc.Assists in processing necessary paperwork for submission to carrierCompletes special projects as assignedAttend local enrollment/client meetings as needed
- Non-essential Tasks: Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftlyAttends and completes any training sessions or assignments as requiredPerforms other related tasks as needed
- Location:
- McKinney, Texas
- Experience:
- 1-2 years of employee benefits experience preferred
- Licensing & Credentials:
- Life and Health Agent's License/Group I Licensed preferred
- Compensation:
- Competitive Compensation depending on applicable experience
- Perks & Benefits:
- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity – the potential for growth within the company
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Employee Benefits Account Coordinator - McKinney, United States - Higginbotham
Description
Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Account Coordinator for our McKinney, Texas office.
The Employee Benefits Account Coordinator will assist the Employee Benefits Account Manager in maintain relationships with the clients and their accounts.