Higginbotham
Employee Benefits Account Coordinator
Higginbotham, a privately held independent insurance and financial services firm, is hiring for an Employee Benefits Account Coordinator at our
Fort Worth, Texas
office.
The role provides administrative support to account managers and maintains professional relationships with external clients.
Essential Tasks
Conduct data entry into Excel spreadsheets, internal agency management system, carrier websites, and House Bill requests.
Assist in marketing of accounts as directed by account managers.
Help prepare reports, proposals, and other presentation materials.
Audit billing statements for accuracy on behalf of clients.
Generate open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc.
Assist in processing necessary paperwork for submission to carrier – implementation.
Attend local enrollment/client meetings as needed.
Deliver outstanding customer service.
Maintain agency files accurately and consistently.
Attend and complete any training sessions or assignments as required.
Perform 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: strong focus on completing tasks 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 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 outcomes.
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; knowledge of similar Account Management System (AMS) 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.
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Insurance
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Fort Worth, Texas
office.
The role provides administrative support to account managers and maintains professional relationships with external clients.
Essential Tasks
Conduct data entry into Excel spreadsheets, internal agency management system, carrier websites, and House Bill requests.
Assist in marketing of accounts as directed by account managers.
Help prepare reports, proposals, and other presentation materials.
Audit billing statements for accuracy on behalf of clients.
Generate open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc.
Assist in processing necessary paperwork for submission to carrier – implementation.
Attend local enrollment/client meetings as needed.
Deliver outstanding customer service.
Maintain agency files accurately and consistently.
Attend and complete any training sessions or assignments as required.
Perform 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: strong focus on completing tasks 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 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 outcomes.
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; knowledge of similar Account Management System (AMS) 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.
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Insurance
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