Employee Benefits Account Coordinator
On-siteSan Antonio, Texas, United States
San Antonio, Texas, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Conduct data entry into Excel spreadsheets, internal agency management systems, and carrier websites while auditing billing statements for accuracy. Assists account managers in marketing accounts, preparing reports and proposals, and generating open enrollment materials. Process necessary paperwork for carrier implementation and attend local enrollment or client meetings as needed. Maintain agency files accurately and deliver outstanding customer service to internal and external stakeholders. Complete required training sessions and assignments.
Required Qualifications
- High school diploma or equivalent
- 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
Desired Qualifications
- 1+ year of employee benefits experience in the insurance field
- Active Life & Health License
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience
- knowledge of similar Account Management System (AMS)
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