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3 Employee Benefits Account Coordinator Jobs in Beverly, CA

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Higginbotham
Beverly, CA | Full Time
$89k-119k (estimate)
5 Days Ago
Higginbotham Insurance Agency
Beverly, CA | Full Time
$111k-138k (estimate)
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Higginbotham
Beverly, CA | Full Time
$111k-138k (estimate)
4 Days Ago
Employee Benefits Account Coordinator
Higginbotham Beverly, CA
$89k-119k (estimate)
Full Time | Insurance 5 Days Ago
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Higginbotham is Hiring an Employee Benefits Account Coordinator Near Beverly, CA

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Coordinator for our California office. This role could also be remote as well.
Position Summary: Provides a wide variety of administrative support to internal account managers and maintains a professional relationship with our external clients.
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
  • Assists with compliance monitoring tasks
  • 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
Specific Knowledge, Skills and Abilities:
  • Exceptional communication skills, both (verbal and written), and customer service skills
  • Highly motivated self-starter with ability to work independently to accomplish established agency goals
  • Ability to work as a team player with a committed positive approach to working through adversity
  • Public presentation skills
  • Strong organizational and time management skills, with an extreme attention to detail
  • Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
  • Ability to adhere to and meet deadlines
  • Accountable and delivers on commitments
  • Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred
Experience and Education:
  • High school diploma and some college
  • Life and Health Agent’s license preferred
  • Minimum two years’ experience in employee benefits or HR related position preferred
  • Bilingual
  • Commitment to continuous learning
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

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$89k-119k (estimate)

POST DATE

06/21/2024

EXPIRATION DATE

06/21/2024

WEBSITE

higginbotham.net

HEADQUARTERS

MCKINNEY, TX

SIZE

500 - 1,000

FOUNDED

1948

CEO

OLETA MCGUIRE

REVENUE

$50M - $200M

INDUSTRY

Insurance

Related Companies
About Higginbotham

Higginbotham is a single source solution for insurance, financial and HR services to thousands of businesses and individuals. Were one of the nations 25 largest independent brokers of business insurance, employee benefits, retirement plans, life insurance, executive compensation home and auto insurance. But our work doesnt stop after we secure coverage for our clients on day one. We deliver comprehensive risk management and employee benefit services year-round what we call Day Two Services. Our breadth ensures that clients of every size and scope have competitive options without engaging mult...iple service providers. We live by four core values. We are family to our employees, accountable to our clients, teammates to our carriers and generous to our communities. Our mission to exceed expectations in each of these fronts fuels our growth. More
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