Benefits Account Coordinator: Renewal & Enrollment Support

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

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.