Benefits Coordinator — Hybrid: Data & Client Support

NFP, an Aon company; Wayne (PA); Hybride; USD 42 000 - 54 000; Plein temps

Avantages offerts par ce poste

Competitive salary

PTO & holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Résumé du poste

NFP, an Aon company, is seeking a Benefits Coordinator (Hybrid) in Wayne, PA. The role supports account teams with administrative tasks, data entry, and note-taking for client meetings and calls, driving timely service for benefits programs.

Responsibilities include preparing proposals, coordinating enrollment materials, maintaining client files, and assisting with carrier-related questions while learning industry concepts and using Excel/PowerPoint to analyze data.

Qualifications

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Ability to work independently and anticipate client and team needs
• Effective time management and decision-making skills
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel and PowerPoint skills

Responsabilités

• May have direct contact with vendors for simple questions or requests
• Learns to compile data to support the client relationship lead in proposals and insurance plan analyses
• Assists team in answering administrative questions from clients (i.e. ID cards, claim processing)
• Builds and keeps client files in accordance with office procedures
• Learns to do basic policy review and understand basic industry concepts and offerings related to carriers
• May assist team in scheduling meetings as their first client interaction
• Learns to prepare insurance company proposal requests and spreadsheeting results including benefits and rates
• Assists Account Teams in their preparation for client meetings
• Will print and bind presentations prior to meetings and assist in meeting agenda preparation
• May assist in reviewing presentations for grammar, formatting and verification of rates/benefits
• Assist in coordinating client mailings, communications or packets related to Open Enrollment
• Assists Account Managers with implementation of new business and group application processing
• Build and maintain client calendar and ensure completion of pending items and future deliverables
• Assists in research of questions regarding benefits and vendor/carrier offerings and solutions
• Assists with problem resolution on claims, billing and eligibility issues with carriers
• Support Account Managers in gathering form 5500 information
• Create and maintain files and client data; maintain client data in Salesforce
• Assemble enrollment materials for clients
• Assist Account Managers, Specialists, and others in the office with administrative duties
• Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials
• Attend seminars and classes related to the department and to prepare for L&H License
• Participate in training related to carrier offerings and systems

Connaissances

Benefits administration

Excel

PowerPoint

Time management

Formation

High School graduate

0-2 years related experience

Outils

Salesforce

Description du poste

NFP, an Aon company, is seeking a Benefits Coordinator (Hybrid) in Wayne, PA. The role supports account teams with administrative tasks, data entry, and note-taking for client meetings and calls, driving timely service for benefits programs.

Responsibilities include preparing proposals, coordinating enrollment materials, maintaining client files, and assisting with carrier-related questions while learning industry concepts and using Excel/PowerPoint to analyze data.