- 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
- 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
- Exceptional communication skills, both (verbal and written) in English & Spanish
- Highly motivated self-starter 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
- 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
- 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
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Employee Benefits Account Coordinator - College Station, United States - Higginbotham Insurance Agency
Description
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a
Bilingual Employee Benefits Account Coordinator for our
College Station, Texasoffice.
Position Summary:
Provides a wide variety of administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
Non-essential Tasks:
Specific Knowledge, Skills and Abilities:
Experience and Education:
Physical Requirements:
