Job description

Benefits Account Coordinator Department: Benefits Reports To: Benefits Sales Manager FLSA Status: Non-Exempt Location: Buffalo, NY (Hybrid: 3 days in office weekly; full-time in office required for first 6 months) Employment Status: Full-Time, Monday-Friday, 8:30am-5:00pm Salary Range: $50,000-$60,000 annually, based on experience Position Summary The Benefits Account Coordinator plays a vital role in supporting Bene-Care's Benefits division by assisting a dedicated Benefits Consultant. This role involves managing administrative functions, supporting client interactions, and contributing to the overall success of the consultants' books of business throughout the client lifecycle, from onboarding through renewals. This is a hybrid position based in Buffalo, NY. Employees are expected to work onsite three days per week, with the requirement to work onsite full-time for the first six months of employment for training and onboarding purposes. Essential Expectations And Responsibilities • Provide daily support to a Benefits Consultant, helping manage relationships with clients in the Benefits department. • Communicate directly with small group employers and individuals to facilitate renewals, onboard new clients, and resolve questions or issues. • Acquire in-depth knowledge of Bene-Care's offerings, including Benefits, Payroll, HR Consulting, and TPA services. • Prepare client proposals, spreadsheets, and custom documents tailored to client needs. • Gather and organize materials for client meetings to ensure thorough preparation. • Process enrollment transactions (additions, terminations, changes) and support claims submissions. • Guide clients on insurance products, eligibility, underwriting, policy changes, and general benefit questions. • Learn client processes and preferences to anticipate and meet their needs. • Manage underwriting documentation and submit enrollment materials accurately. • Reconcile enrollment and plan changes during renewal periods. • Ensure seamless internal communication across departments to support client service. • Maintain high responsiveness to emails, voicemails, and time-sensitive requests. • Perform effectively during peak seasons, especially open enrollment periods. • Assist in identifying new business prospects and support client acquisition efforts. • Uphold confidentiality and data protection standards with client information. • Collaborate within a team to achieve departmental goals and high-quality service. • Execute other duties as assigned. Minimum Qualifications (Knowledge, Skills And Abilities) • Life, Accident & Health (LAH) license preferred; must be obtained within 3 months of hire. Bene-Care supports obtaining this requirement. • Experience in customer service, account coordination, or a related field. • Proficiency with Microsoft Office Suite and CRM software. • Strong attention to detail, time management, and multi-tasking skills. • Excellent verbal communication and problem-solving abilities. • Ability to work both independently and within a collaborative team setting. • Familiarity with insurance products or employee benefits is a plus. • Resilient under pressure and capable of managing shifting priorities. Physical Demands And Work Conditions The physical demands described here are representative of those that should be met by an employee to successfully perform the essential functions of this job with or without reasonable accommodation. While performing the duties of this position, the employee is frequently required to sit, walk, bend, use hands (i.e.: type, write), talk, and hear. The employee is occasionally required to stand and walk. Employee may occasionally be required to lift and/or move up to 25 pounds. ___________________________________________________________________________________ Nothing in this document should be interpreted as an offer of employment and all employment with Bene-Care and its affiliates is at will. Reasonable accommodation will be made as determined by the interactive process upon request and job duties may be adjusted as needed to ensure that any current or potential employee be successful at Bene-Care. Bene-Care and its affiliates are Equal Opportunity Employers.

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