Benefits Coordinator

The Small Group Benefit Coordinator assists in all aspects of day-to-day client management as directed by members of the team.  The Benefit Coordinator supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation.

The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Primary Responsibilities and Duties

• Benefit Coordinator does not directly manage any clients
• Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed
• Fully support the Team Leader and Account Managers
• Assists in the project management of all assigned clients
• Participates, as appropriate, on client conference calls with team members
• Direct interaction with clients on day to day questions
• Attends vendor meetings and participates in internal and external training(s)
• Responsible for managing components of project (tasks)
• Accountable for assigned work product
• Accountable for meeting internal deadlines
• Proactively conducts research and produces financial analytics via collection, analysis and interpretation of data for client deliverables
• Ensures accuracy of preliminary proposals and develops summary spreadsheets, as needed
• Develops and assists in any marketing efforts, including follow-up with insurance carriers
• Reviews SPDs/contracts for technical accuracy
• Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources
• Accountability to team for assisting in updating client information within various tracking tools, e.g. BenefitPoint, AMS, etc

Requirements and Qualifications

• BA/BS preferred
• Life, Accident and Health Insurance License within the first 90 days of employment
• 0 - 3+ years of health & welfare experience, meets majority of core practice competency-based skills
• Resourceful, proactive self-starter with the ability to think ahead
• Ability to express ideas clearly in both written and oral communications
• Accepts responsibility and accountability for assigned projects
• Strong client service orientation and ability to respond to all communications effectively and in a timely manner
• Ability to work at a fast pace, both independently and in a team environment
• Strong Microsoft Excel, Word and PowerPoint skills

Physical Demands and Work Environment

• While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
• The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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