Benefits Account Coordinator

SullivanCurtisMonroe Insurance Services, LLC; Irvine (CA); On-site; USD 60,000 - 65,000; Full time

Job summary

SullivanCurtisMonroe Insurance Services, LLC is seeking an energetic benefits professional to support Account Executives and Account Managers in managing the day-to-day workflow for the assigned book of business.

The role emphasizes client service, compliance, and knowledge of employee benefits, with opportunities to grow through training and certifications. Strong communication and proficiency in Microsoft Office are valued.

Qualifications

• High school diploma required; bachelor’s degree preferred.
• 2-3 years of experience in employee benefits, clerical or customer service roles.
• Hold a California Life and Disability License or be able to obtain one within 6 months.
• Experience with benefits administration systems preferred.
• Bilingual in English and Spanish preferred.
• Proficient in Microsoft Office Suite with advanced Excel, PowerPoint, and Publisher skills.

Responsibilities

• Prepare materials for meetings and presentations.
• Assist Account Manager(s) in Renewal and the Marketing RFP process.
• Assist in coordination of Open Enrollment process.
• Maintain data entry and upkeep of agency management systems and electronic files.
• Coordinate with Communication Specialist to maintain client Benefits Websites and communications.
• Serve as the secondary client contact for benefits program inquiries.
• Maintain Employee Benefits Contact Sheets and update as necessary.
• Participate in trainings to stay current on benefits and compliance.
• Assist with claims, compliance and plan administration as directed.
• Back up front desk duties and assist with new hire training.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

PowerPoint

Publisher

Teams/Zoom

Job description

Description

If you are an energetic benefits professional who enjoys being part of a dynamic team that is dedicated to their clients and are looking for a new place to call home, SCM is the place for you. SullivanCurtisMonroe is known for their culture, friendliness and flexibility and is looking to add an energetic, people-oriented Benefit Insurance professional to join our ever-growing Benefits team. We are looking for someone who can support our Account Executives and Account Managers with managing the day to day workflow of the assigned book of business. We love bringing on board dedicated individuals who know what it takes to service client needs and love the ever-changing complicated world of benefits. SCM prides itself on practicing OneSCM mentality and are excited to find our next team member.

Standards Of Performance

• Consistently adhere to high professional standards, exemplifying the company\'s mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties and Responsibilities

• Prepare materials required for meetings and presentations
• Assist Account Manager(s) in Renewal and the Marketing RFP process
• Assist in coordination of Open Enrollment process
• Be Responsible for initial data entry and maintenance of agency management systems and electronic files
• Partner with Communication Specialist to maintain/update client Benefits Websites and any other Communications
• Serve as the secondary client contact for issues or activities that the customer encounters with benefits programs and services
• Maintain Employee Benefits Contact Sheets, update as necessary
• Participate in relative industry and carrier trainings as recommended by management in order to grow one’s knowledge of insurance coverage’s and markets
• Become familiar and keep current with compliance and legislation impacting employee benefit programs
• Conduct Contract Reviews, Form 5500 Filing Review, and assist with POP and SPD WRAP Plan Document implementations
• Assist with claims, compliance, and plan administration at the direction of the Account Executive or Account Manager(s)
• Back up and help with front desk (answering phones), helping clear backlog, training new hires, and taking on projects at the request of your manager.
• All other duties as assigned.

Requirements

• High school diploma required; bachelor’s degree preferred.
• Bilingual in English and Spanish preferred.
• Possess a minimum of 2-3 years of experience in employee benefits, specifically in clerical or customer service roles.
• Experience in Benefits administration systems preferred.
• Hold a current and valid California Life and Disability License or be able to obtain one within 6 months of date of hire.
• Have the ability and willingness to attain insurance certifications within 18 months of hire.
• Develop excellent communication and customer service skills, with a focus on building and nurturing strong client relationships.
• Proficiency in formulating comprehensive plans and innovative solutions, coupled with the proactive initiative to implement them and assume accountability for their results.
• Demonstrate ability to work collaboratively with colleagues and carrier partners to achieve departmental and company goals.
• Proficient in Microsoft Office Suite, with advanced expertise in Excel, PowerPoint and Publisher to create effective presentations and exhibits.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Salary

The estimated base salary range for this full-time position is $60,000 - $65,000 annually.

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.