Employee Benefits Account Coordinator

Conduct data entry into Excel spreadsheets, internal agency management systems, and carrier websites while auditing billing statements for client accuracy. Assist account managers in marketing accounts, preparing reports and proposals, and generating open enrollment materials like guides and election forms. Process necessary paperwork for carrier implementation and attend local enrollment or client meetings as needed. Maintain agency files accurately and consistently while delivering outstanding customer service. Complete required training sessions and adapt to changing priorities. Proficient with Microsoft Office and Epic preferred.