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Senior Employee Benefits Coordinator
Brown & Brown Insurance. Collect, analyze, and prepare information for client requests and client-team activities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client deliverables and project components related to employer-sponsored health and welfare plans, ensuring compliance with federal and state regulations. Proficient in financial analytics and client communication, with a strong focus on accuracy and detail.
Highest-signal resume keywords
Health & Welfare Plan KnowledgeLife, Accident and Health Insurance LicenseMicrosoft Excel ProficiencyProject Management ExperienceClient Service Orientation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalyticsData CollectionRate DevelopmentRFP ExecutionTechnical Accuracy Review
Soft Skills
Organizational SkillsCritical ThinkingCommunication SkillsProactive Self-StarterTime Management
Tools & Technologies
BenefitPointAMSMicrosoft PowerPoint
Certifications & Qualifications
Life, Accident and Health Insurance License
Industry Keywords
Employer-Sponsored Health PlansFederal RegulationsState RegulationsCompliance QuestionsClient Deliverables
About the role
Key responsibilities & impact- Collect, analyze, and prepare information for client requests and client-team activities
- Ensure outgoing client deliverables are accurate and peer reviewed
- Manage assigned client-team tasks, including Forms 5500, policy review, monthly carrier reporting, and updating BenefitPoint, AMS, and other software
- Handle assigned project-management portions for clients
- Attend client meetings and conference calls with team members
- Provide guidance and gather data for clients’ day-to-day questions
- Attend consultant and vendor meetings and internal and external trainings
- Independently manage assigned project components and work products
- Meet internal deadlines
- Research and produce financial analytics through data collection, analysis, and interpretation
- Develop rate and financial spreadsheets
- Develop and assist with client RFP execution, including RFP-result analysis and insurance-carrier follow-up
- Review SPDs and contracts for technical accuracy
- Research health and welfare compliance questions with client-team and internal-resource support
Requirements
What you’ll need- Knowledge of employer-sponsored health & welfare plans, including federal and state regulations impacting these plans
- Life, Accident and Health Insurance License within the first 90 days of employment
- 2+ years of health & welfare experience
- Resourceful, proactive self-starter with ability to think ahead
- Strong business acumen and intellectual curiosity
- Commitment to professional growth and development, including training and mentoring
- Excellent organizational skills, accuracy, and attention to detail
- Ability to multitask, manage competing priorities, and use strong time management skills
- Critical thinking and analytical skills
- Clear written and oral communication skills
- Responsibility and accountability for assigned projects
- Strong client service orientation and timely communication
- Ability to work independently and in a team environment at a fast pace
- Strong proficiency in Microsoft Excel and PowerPoint
- BA/BS preferred