HPS Account Coordinator I

Position Summary:  The primary functions of an Account Coordinator are to coordinate workflow with Account Managers for a Platinum client and to establish depth in the client relationship. A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, focused on successfully outcomes, promotes teamwork, promotes, and shares best practices, willingness to help others. Must have experience and/or exceed expectations for promotion for a period for proven success record. Relies on extensive experience and judgement to plan work and accomplish department goals.  Some supervision necessary.

Supervisory Responsibilities:  None

Essential Tasks: The essential functions include but are not limited to the following:

• Coordinate management of client accounts with Account Manager.
• Prepare group meetings and enrollment materials for client.
• Conduct group meetings and employee enrollments on-site and assist with new hire enrollments throughout the year. Periodic travel may be required.
• Provide training to client on technology enhancements, online enrollment system and benefit plans.
• Effect changes in coverage as needed by client in THEbenefitsHUB.
• Troubleshoot and resolve issues (claims, eligibility, etc) with third party vendors on behalf of client and their employees.
• Maintain quick, clear and professional communication with client, carriers and team members via email/Internet/voice.
• Assist with Life Insurance updates in THEbenefitsHUB including approving, denying, and closing coverage and notifying client timely of payroll changes.
• Assist resolution of billing discrepancies in coordination with Billing Coordinator and Account Manager. Must have good understanding of billing and payroll processes including ability to assist with payroll updates after annual open enrollments. Must understand payroll files at a basic level.
• Conduct periodic COBRA audit and resolution of COBRA discrepancies including COBRA implementation for new client. Communicates COBRA rate renewals annually to COBRA administrator.
• Assist with regular audits of client data in THEbenefitsHUB (IMNS, post enrollment audits, eligibility audits, etc.).
• Must have an excellent understanding of the benefit offerings and carriers affiliated with Higginbotham Public Sector.
• Basic understanding of implementation processes of a new group and re-enrollment preparation for current client, including assisting with Plan Sheet audits, Coop Standardization, participation of BORs, Broker Signoffs, Renewal Meetings, etc.
• Basic understanding of continuation of coverage processes.
• Basic understanding of FMLA and LOA processes and guidelines.
• Must maintain client sites, FTP sites and client SharePoint folders.
• Assist with life insurance, disability and other claims including troubleshooting with carrier with appealed claim decisions.
• Perform other duties as needed or required.
• Basic understanding of Cafeteria Plan rules and Qualifying Event eligibility and processes.
• Basic understanding of EDI and EDI discrepancies including TRS medical discrepancy review and resolution.

Specific Knowledge, Skills and Abilities:

• High School Diploma.
• Group 1 Insurance License.
• At least 2-5 years’ experience in customer service and insurance.
• Periodic travel may be required.
• Good written and verbal communication skills.
• Professional conduct and appearance which enhances company image.
• Must have exceptional computer and customer service skills. Proficient in Microsoft Word, Outlook, Excel, Publisher, and PowerPoint. 
• Excellent planning, organizational and time management skills. Individual should prioritize and plan work activities efficiently.
• Ability to effectively meet and communicate with the public.
• Self-starter with the ability to work independently.
• Must have proven work ethic, customer service attitude, and ability to work in a team environment.
• Team player.
• Complete tasks accurately and timely.
• Work requires continual attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
• Adherence to all company policies and rules.
• Commitment to safety in all work practices.
• Work requires an excellent command of the English language.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy as well as continually adheres to HIPAA and security standards.
• Regular and predictable attendance is an essential function of this job.
• Must have knowledge of secretarial and office administrative procedures, and knowledge of use and operation of standard office equipment at a level generally acquired through 2+ years related experience.

Experience and Education:

• Minimum of 1 year of experience in customer service and employee benefits.

Physical Requirements:

• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens.
• Repeated use of hearing and speech to communicate on telephone and in person.
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions.

Benefits & Compensation: 

• • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 
  • Employee Wellness Program 
  • Company paid holidays, plus PTO 

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.  Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.  To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.  The requirements listed in this document are the minimum levels of knowledge, skills or abilities.

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled