What are the responsibilities and job description for the Employee Benefits Account Coordinator position at Higginbotham?
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 Oklahoma City, OK office.
Position Summary: Provides a wide variety of administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
- 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
- Completes special projects as assigned
- Attend local enrollment/client meetings as needed
Non-essential Tasks:
- 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
Specific Knowledge, Skills and Abilities:
- 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
- Exceptional communication skills, both in the verbal and written word
- Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred
Experience and Education
- High school diploma or equivalent
- Life and Health Agent’s license preferred
- Minimum two years’ experience in employee benefits preferred
- Commitment to continuous learning
Physical Requirements:
- 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
