Benefits Coordinator – Dallas/Fort Worth

Responsibility and Focus

  • Assist account management team to reach client satisfaction and team goals by providing service and reporting support
  • Maintain the integrity and accuracy of account management database
  • Conduct Open Enrollment meetings during busy season

Book of Business Responsibilities

  • Expected size of book of business is 20 to 40 clients (< 5000)
  • Handle all in-bound service calls relating to billing, claims and general policy info requests
  • Pull premiums and claim data from carrier sites monthly for assigned book of business
  • Update group’s premium vs. claim reports monthly on server
  • Update member headcounts on spreadsheets after open enrollment for recap report
  • Load and maintain perfect client data in account management database with Account Manager
  • Document service issues and client meetings in Brokerage Builder
  • Assist in proof reading SBCs and Presentations for Account Manager
  • Conduct 10 enrollment meetings per year
  • Assist in BrainShark presentations
  • Assist in sorting and delivery of renewal recap, quarterlies and Open Enrollment materials
  • Assist in creation of presentation and open enrollment documents
  • Perform special projects such as eligibility audits, packet creation and health fair needs
  • Other special projects may be assigned by Consultant
  • Obtain Group I Life & Health License after hire


  • Strong verbal & written communication skills (English) – English and Spanish preferred but not required
  • Able to communicate effectively and build rapport in person and/or on the phone
  • Able to work in a fast-paced environment
  • Must be proficient in MS Office: Word, Excel, Powerpoint
  • Must be detail orientated, organized, proactive, and self-motivated
  • Bachelor’s degree or equivalent combination of education and experience


  • Full scope of Employee Benefits available after a full calendar month of employment
  • Great company culture that offers a high energy, positive, and team driven atmosphere
  • Career growth & advancement opportunities available
  • Excellent leadership & industry training available to support employee’s financial success and personal development

Job Type: Full-time

Work Location: Dallas – Ft. Worth

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