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Benefits Coordinator

RISK STRATEGIES COMPANY
Dallas, TX Full Time
POSTED ON 12/26/2024 CLOSED ON 2/26/2025

What are the responsibilities and job description for the Benefits Coordinator position at RISK STRATEGIES COMPANY?

Job Summary:

The Benefits Coordinator is responsible for assisting in the day-to-day service and support for client accounts to ensure that client expectations are met. Responsible for assisting in ongoing client service and new business projects as assigned, identifying opportunities to provide additional services and enhanced coverage levels. 

Primary Responsibilities and Duties:

The duties of the Benefits Coordinator include, but are not limited to:

  • Provide account support to Group Benefits Department
  • Expert knowledge of Excel to create detailed spreadsheets for concise client documentation and presentation
  • Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers, and claims specialists.
  • Ensure timely response by insurance carriers, doctor offices, pharmacies, and summarize insurance carrier responses for review by Account Managers, and deliver to clients a rationale for actions.
  • Request health and welfare plan documents from insurance carriers for each client, file and summarize as needed for each client and Account Manager
  • Assist in the management of the annual renewal process, including potentially attending open enrollment meetings, providing assistance with processing enrollment/changes forms and documents

Requirements and Qualifications:

  • Superb Excel Skill Set Required for cost modeling and benefits comparison
  • Bachelors’ Degree or employee benefits insurance experience preferred
  • 1-3 years’ experience within the employee benefits industry
  • Valid State Life, Accident and Health brokers’ license /or obtain within 60 days
  • Possess excellent verbal and written communication skills
  • Knowledge of marketing concepts and negotiation of insurance coverage(s) preferred
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
  • Exceptional organization and time-management skills

Physical Demands and Work Environment

  • While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
  • The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel.
Account Manager
TBX Employee Benefits, LLC. -
Plano, TX
Insurance Sales Agent
Senior Benefits Agency -
TX

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