HPS Account Coordinator I

Position Summary: The Account Coordinator I is responsible for coordinating workflow with Account Managers for clients 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:

• Coordinate management of clients accounts with Account Manager
• Prepare group meetings and enrollment materials for clients.
• 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 clients 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 clients, carriers and team members via email/Internet/voice.
• Assist with Life Insurance updates in THEbenefitsHUB including approving, denying, and closing coverage and notifying clients 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 clients. 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 clients, 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.

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• High School Diploma
• 1+ years of experience in customer services and employee benefits
• At least 2-5 years experience in customer service and insurance

Licensing and Credentials:

• Group 1 Insurance License

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

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

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