Employee Benefits Account Coordinator

Socket.dev; Grand Rapids (MI); Hybrid; USD 52,000 - 62,000; Full time

Job summary

Socket.dev seeks an Employee Benefits Account Coordinator to deliver high-quality support to internal and external clients. You will assist Account Managers, process enrollments, review invoices, and maintain client data across vendor systems.

The role requires a Life & Health License within six months, strong communication and interpersonal skills, and the ability to work onsite or in a hybrid capacity in Grand Rapids. You will contribute to renewals, documentation, and enrollment inquiries.

Qualifications

• High school diploma or GED required.
• Life & Health License required (licensing information available by request).
• Ability to work onsite in a full-time or hybrid capacity (management discretion).
• Excellent interpersonal skills. Warm, approachable, savvy, and empathetic.
• Extremely strong oral and written communication skills, including ability to translate technical speak for end users at all levels.
• High energy work ethic with ability to work independently while maintaining customer relationships.
• Ability to work collaboratively with others.
• Ability to work without direct supervision.
• Health/Life licensing is required within the first 6 months of employment.

Responsibilities

• Support Account Managers in day-to-day tasks and assist other Coordinators across the team.
• Process benefit enrollments, terminations, and events across vendor systems with high accuracy.
• Review and audit benefit invoices across carrier systems and databases.
• Identify and explain discrepancies between invoices and internal data to enable corrections.
• Prepare and distribute renewal documents and notices, SPD’s, and related materials.
• Enter and maintain client data in the agency management system (contacts, policy info, enrollments, reports).
• Review and audit information in the agency management system.
• Assist in creating renewal documents, benefit guides, summaries, and open enrollment presentations.
• Assist in quoting and marketing of benefit plans.
• Assist with enrollment and/or claims inquiries.
• Update, report from, and upload documents in the online enrollment system.
• Perform other duties as required by the Company.

Skills

Interpersonal skills

Communication skills

Attention to detail

Team collaboration

Education

High school diploma or GED

Life & Health License

Job description

Position Summary:

The Employee Benefits Account Coordinator is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Agency’s overall workflow processes and providing routine client support.

Here’s what you’ll do:

• Support Account Managers in day-to-day tasks and support other Account Coordinators across the team.
• Process benefit enrollments, terminations, and qualifying events across multiple vendor systems within expected turnaround times and maintain 97% accuracy.
• Review and audit benefit invoices ensuring accuracy across carrier systems and internal databases.
• Decipher discrepancies between invoices and internal data and communicate actions needed for corrections.
• Produce and distribute timely compliance documents post-renewal, including assisting in the generation of benefit notices, SMM’s, SPD’s
• Entry and maintenance of all client data in the agency management system, including contacts, policy information, enrollment management, and reporting.
• Review and audit information in the agency management system.
• Assist in the creation of renewal documents, including benefit guides, benefit summaries, and open enrollment presentations.
• Assist in quoting and marketing of benefit plans.
• Assist with enrollment and/or claims inquiries.
• Assists in updating, reporting from and uploading documents in the online enrollment system.
• Any other duties and tasks that are required by the Company.

Requirements

Here’s what you’ll need:

• High school diploma or GED equivalent
• Life & Health License required (licensing information available by request)
• Ability to work onsite in a full-time or hybrid capacity (management discretion).
• Excellent interpersonal skills. Warm, approachable, savvy, and empathetic.
• Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand.
• High energy work ethic with ability to work independently while maintaining excellent customer relationships.
• Ability to work collaboratively with others.
• Ability to work without direct supervision.
• Health/Life licensing is required within the first 6 months of employment

Core Competencies:

• Accuracy: Achievement of correct and precise work.
• Accountability: Acceptance of responsibility and one's own actions.
• Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation.
• Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction.
• Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems.

Work Environment & Physical Requirements:

The work environment and physical demands described here are representative of those that may be encountered and must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Low to Moderate noise (i.e. business office with computers, phone, and printers)
• Ability to work in a confined area.
• Ability to sit at a desk for an extended period.
• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work and the ability to read and understand written word.
• Light to moderate lifting may be required.

OVD Insurance is an Equal Opportunity Employer, including disability and veteran, that celebrates diversity and believes employing a diverse workforce is key to our success. We are committed to providing equal employment opportunities to all individuals. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

We are not able to sponsor work visas for this position.

This job description does not list all duties of the job. Employees may be asked by management to perform other duties as needed. The Company reserves the right to revise this job description at any time. This job description is not a contract for employment and does not infringe upon the Company’s at-will employment status.