Position Summary: The Senior Account Coordinator position provides a wide variety of administrative support to a team of internal account managers and maintains a professional relationship with our external clients. Manages and maintains a minimal book of business consisting of small groups.
Supervisory Responsibilities:
- Delivers outstanding customer service
- Analyzes carrier information and maintains spreadsheets and carrier websites, and manages House Bill requests
- 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
- Assists in processing necessary paperwork for submission to the carrier
- Assists with compliance projects as directed by account managers
- Completes special projects as assigned
- Attends and presents at local enrollment/client meetings as needed
- Manages and maintains a book of business that consists of minimum threshold accounts, including renewal processes, compliance, and ongoing service of accounts
- Acts as mentor and leader for novice account coordinators, including providing training as requested
- 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
Core Competencies:
- Leadership: Display leadership skills and ability to motivate fellow employees
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
- Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
- Dependability: Acknowledgment of the importance of being present and punctual.
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
- Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
- Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
- 2+ years of employee benefits and account management experience in the insurance field preferred, including a strong understanding of current employee benefits, regulations, and industry standards
- Commitment to continuous learning and professional development
Licensing and Credentials:
- Active Life & Health License required
Systems:
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
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
Benefits & Compensation:
- Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
- Company paid holidays, plus PTO
- Employee Wellness Program
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled