Employee Benefits Account Coordinator

Higginbotham Insurance Agency, Inc
McKinney, TX 75069
13 days ago

Job Description

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 McKinney, Texasoffice.

The Employee Benefits Account Coordinator will assist the Employee Benefits Account Manager in maintain relationships with the clients and their accounts.

  • 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
  • Location:
    • McKinney, Texas
  • Experience:
    • 1-2 years of employee benefits experience preferred
  • Licensing & Credentials:
    • Life and Health Agent's License/Group I Licensed preferred
  • Compensation:
    • Competitive Compensation depending on applicable experience
  • Perks & Benefits:
    • Generous employee benefits package which includes a robust wellness program
    • Employee Ownership Opportunities
    • Career progression opportunity – the potential for growth within the company

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