About this role
Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Supervisory Responsibilities: None
Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, 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, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or assignments as required • Performs other related tasks as needed
Core Competencies: • 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:
• High school diploma or equivalent required
• 1+ year of employee benefits experience in the insurance field preferred
• Commitment to continuous learning and professional development
Licensing and Credentials:
• Active Life & Health License preferred
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 incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO
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