Benefits Account Coordinator - Hybrid, FT
Bene-Care is a family-built, service-driven partner in full-service insurance and workforce solutions. They are hiring a Benefits Account Coordinator who will support client interactions and manage administrative functions to ensure a standout client experience throughout the client lifecycle.
Responsibilities
- Support an assigned Account Consultant with clients in the Benefits department
- Communicate directly with small group employers and individuals to facilitate renewals, onboard new clients, and resolve questions or issues
- Acquire knowledge of Bene-Care's offerings: Benefits, Payroll, HR Consulting, and TPA services
- Prepare client proposals, spreadsheets, and custom documents tailored to client needs
- Gather and organize materials for client meetings to ensure thorough preparation
- Process enrollment transactions (additions, terminations, changes) and support claims submissions
- Guide clients on insurance products, eligibility, underwriting, policy changes, and benefit questions
- Learn client processes and preferences to anticipate and meet their needs
- Manage underwriting documentation and submit enrollment materials accurately
- Reconcile enrollment and plan changes during renewal periods
- Ensure seamless internal communication across departments to support client service
- Maintain high responsiveness to emails, voicemails, and time-sensitive requests
- Perform effectively during peak seasons, especially open enrollment periods
- Assist in identifying new business prospects and support client acquisition efforts
- Uphold confidentiality and data protection standards with client information
- Collaborate within a team to achieve departmental goals and high-quality service
- Execute other duties as assigned
Skills
- Life, Accident & Health (LAH) license preferred; must be obtained within 3 months of hire
- Experience in customer service, account coordination, or a related field
- Proficiency with Microsoft Office Suite and CRM software
- Strong attention to detail, time management, and multi-tasking skills
- Excellent verbal communication and problem-solving abilities
- Ability to work both independently and within a collaborative team setting
- Familiarity with insurance products or employee benefits is a plus
- Resilient under pressure and capable of managing shifting priorities
Benefits
- Growth-focused company with a clear dedicated pathway.
- Supportive team that values accuracy, communication, and initiative.
- Stable work environment with opportunities for ongoing learning and licensure.
- Competitive compensation and benefits package.
Company Overview