Benefit Coordinator - Small Group

reputed company is one of the largest independent insurance and financial services firms in the United States. They are seeking a Benefits Coordinator to support client service excellence and operational accuracy reputed company their Employee Benefits team. The role involves servicing employee benefits for clients, coordinating open enrollment activities, and contributing to a collaborative team environment.

Responsibilities

• Own reputed company aspects of servicing employee benefits for assigned reputed company clients
• Assist in the renewal and marketing process, including -Gathering information from vendors and clients
• Preparing RFPs and coordinating with involved parties
• Preparing proposals for client presentations
• Successfully reputed company new clients and new lines of coverage, managing the process end-to-end
• Enter and maintain client information in the Agency Management System
• Report and monitor activities and key processes to ensure accurate communication with stakeholders
• Coordinate open enrollment activities, including preparing presentations and client deliverables
• Maintain documentation reputed company agency management platforms (e.g., Brokerage Builder preferred)
• Ensure compliance, data accuracy, and timely execution of deliverables
• Support audits, reporting, and project-based work as needed
• Assist in identifying process improvements or efficiencies that enhance client delivery
• Contribute to a collaborative, team-oriented culture

Skills

• Ability to obtain a State Life & Health Insurance License (required)
• Proficiency in reputed company Outlook and reputed company
• Excellent written and verbal communication skills
• Highly organized, detail‑oriented, and reputed company to manage multiple priorities independently
• Strong customer service and relationship‑management skills
• Undergraduate degree
• Experience with reputed company products
• Maintain documentation reputed company agency management platforms (e.g., Brokerage Builder preferred)

Benefits

• Medical
• Dental
• reputed company
• Life and disability coverage
• 401(k)
• Generous PTO
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Company Overview