Benefits Coordinator
Risk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance placement. The Benefits Coordinator will assist in client management and support benefit strategy development while ensuring compliance with health and welfare regulations.
Responsibilities
- Assists in all aspects of day-to-day client management as directed by members of the team
- Supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements
- Collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed
- Fully support the Team Leader and Account Managers
- Assists in the project management of all assigned clients
- Participates, as appropriate, on client conference calls with team members
- Direct interaction with clients on day to day questions
- Attends vendor meetings and participates in internal and external training(s)
- Responsible for managing components of project (tasks)
- Accountable for assigned work product
- Accountable for meeting internal deadlines
- Proactively conducts research and produces financial analytics via collection, analysis and interpretation of data for client deliverables
- Ensures accuracy of preliminary proposals and develops summary spreadsheets, as needed
- Develops and assists in any marketing efforts, including follow-up with insurance carriers
- Reviews SPDs/contracts for technical accuracy
- Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources
- Accountability to team for assisting in updating client information within various tracking tools, e.g. BenefitPoint, AMS, etc
Skills
- BA/BS preferred
- 0 - 3+ years of health & welfare experience, meets majority of core practice competency-based skills
- Resourceful, proactive self-starter with the ability to think ahead
- Strong business acumen paired with intellectual curiosity
- Displays a commitment to professional growth and development; including training and mentoring
- Excellent organizational skills, accuracy, and attention to detail
Company Overview