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The Employee Benefits Coordinator provides essential in-house support to Client Management teams by handling internal service requests related to employee benefits. This entry-level role is ideal for someone who is detail-oriented, organized, and eager to grow within the employee benefits industry. The Benefits Coordinator works under the guidance of the Employee Benefits Support Supervisor, cross-collaborates with the Client Management team, and contributes to the overall efficiency and quality of service delivery.

Essential Duties and Responsibilities:

• Respond to internal service requests from the Client Management team, ensuring timely and accurate task completion.
• Prepare administrative materials such as plan matrices, proposals, claims history reports, enrollment data, and billing summaries.
• Create, update, and format client-facing communication materials, including benefit guides, strategic presentations, and compliance documents.
• Track deadlines and assist with the preparation and submission of compliance documents (e.g., ACA reporting, COBRA notices, ERISA disclosures).
• Coordinate with insurance carriers to request data, obtain quotes, confirm plan details, and resolve discrepancies.
• Support client meetings, wellness fairs, and open enrollment events by coordinating logistics and preparing materials.
• Assist with onboarding new clients by collecting documentation, setting up internal systems, and preparing welcome materials.
• Compile benchmarking data to support client benefit comparisons and strategic planning.
• Maintain accurate records and perform data entry, scanning, and document management in systems such as SharePoint, Epic, and Smartsheet.
• Conduct peer reviews of client materials to ensure accuracy and consistency.
• Generate and maintain internal reports to track client activity, service requests, and project timelines.
• Handle routine inquiries and internal communications professionally and efficiently.
• Support special projects and ad hoc assignments as needed.
• Collaborate with internal departments and external partners to resolve issues and improve workflows.
• Participate in training sessions and team meetings to enhance knowledge and contribute to team development.

 

Supervisory Responsibilities:

This job has no supervisory responsibilities.

 

What We're Looking For:

• A high school diploma or equivalent is required; an associate or bachelor’s degree is preferred but not required.
• Excellent verbal and written communication skills, with the ability to interact professionally with internal teams and stakeholders.
• Strong analytical skills with the ability to interpret data, identify trends, and support problem-solving efforts.
• Working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
• Demonstrated ability to manage time effectively, stay organized, and prioritize tasks in a fast-paced environment.
• Dependable, self-motivated, and eager to learn and grow within the employee benefits and insurance industry.
• A collaborative mindset and a respectful, team-oriented approach to work.

Physical Demands & Work Environment:

• This role operates in a dynamic, fast-paced professional setting that requires multitasking, continuous learning, and problem-solving.
• Prolonged periods of sitting and working at a computer are common; ergonomic accommodations are available as needed.
• Regular use of digital tools and standard office equipment (e.g., computers, printers, scanners, phones).
• Occasional lifting or moving of materials or equipment up to 25 pounds may be required.
• Visual focus is necessary for frequent computer use and reviewing detailed documents.
• The work environment is generally quiet to moderate in noise level, depending on location (in-office or remote).
• Occasional extended hours may be required during peak periods or project deadlines.

• This position follows a hybrid work model, requiring a mandatory in-office presence at least 3 days per week, with flexibility to work remotely on remaining days based on team and business needs.