Benefits Coordinator (Onsite)

Posted Yesterday
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Bulverde, TX, USA
In-Office
Mid level
Fintech • Insurance
The Role
Coordinate and administer employee benefit plans including carrier negotiation, pricing analysis, proposals, enrollments, on-site meetings, client consultations, contract reviews, claims assistance, and support for marketing and the Marketing Representative.
Summary Generated by Built In

SWBC is seeking a talented individual to coordinate and manage all aspects of the production and administration of benefit plans to include plan selection, carrier negotiation, and communicating client materials. You will assist the Marketing Representative in servicing accounts, preparing spreadsheets for client proposals and performing other administrative duties.
Why you'll love this role:

In this role, every day is a new opportunity to make a difference in someone’s life.  You will have an opportunity to be creative and challenge yourself to learn something new each and every day. The best part of this role, is that you will be a part of an engaged and hard working team that helps each other be successful.   

Essential duties include the following:

  • Compares and analyzes carrier information to select appropriate benefit packages and inputs price data into spreadsheets for presentations to clients; and negotiates best pricing and plan selection with carriers as assigned.

  • Requests proposals for various products from prospective and existing clients.

  • Interacts with insurance carriers and clients to assist in resolving claims disputes and other problem issues and to answer questions regarding billing, products, and services.

  • Conducts on site group enrollment meetings.

  • Coordinates and reviews contracts on existing accounts by contacting accounts to verify the status of the group, coverage, and changes; and determines if renewal rates warrant putting out to bid.

  • Enrolls voluntary insurance cases requiring one-on-one interviews with each eligible employee.

  • Visits clients for on-site service consultation.

  • Researches new products for the benefit of clients and for potential clients and makes recommendations to Division Manager.

  • Assists with marketing programs for various insurance products.

  • Attends seminars and continuing education courses to keep current on new laws and regulations at state and national levels.

  • Provides assistance and technical guidance to the Marketing Assistant.

Serious candidates will possess the minimum qualifications:

  • High School or equivalency.

  • Some college works in Business, insurance, marketing or related fields preferred.

  • Group I L&H Insurance License.

  • Minimum three (3) years in Employee benefits, insurance agency, group insurance administration sales, marketing or equivalent experience.

  • Strong verbal and written communication skills.

  • Strong leadership and interpersonal skills.

  • Strong organizational skills.

  • Proficient skills in personal computers to include Internet navigations, MS Excel, Word, and PowerPoint.

  • Strong multi-tasking and team-building skills.

  • Able to work in a fast-paced environment and demonstrated personal initiative and self-motivation.

  • Able to type 45 wpm with accuracy.

  • Able to lift 10-20 lbs. of files, manuals, or boxes.

  • Able to stoop, kneel, and/or sit for long periods of time.

  • Able to travel to current customers and to attend continuing education classes and seminars.

  • Able to operate basic office equipment to include operating a calculator, copy machine, and fax.

SWBC offers*:  

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWBC does not hire tobacco users as allowed by law.

    

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Skills Required

  • High school diploma or equivalency
  • Some college coursework in Business, Insurance, Marketing or related fields
  • Group I L&H Insurance License
  • Minimum three (3) years in employee benefits, insurance agency, group insurance administration, sales, marketing or equivalent experience
  • Strong verbal and written communication skills
  • Strong leadership and interpersonal skills
  • Strong organizational skills
  • Proficient with personal computers including Internet navigation, MS Excel, Word, and PowerPoint
  • Strong multi-tasking and team-building skills
  • Able to type 45 wpm with accuracy
  • Able to lift 10-20 lbs of files, manuals, or boxes
  • Able to stoop, kneel, and/or sit for long periods of time
  • Able to travel to current customers and attend continuing education classes and seminars
  • Able to operate basic office equipment (calculator, copier, fax)
  • Pre-employment drug testing (substance-free workplace) and non-tobacco user hiring policy as allowed by law
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The Company
HQ: San Antonio, TX
1,531 Employees
Year Founded: 1976

What We Do

Since 1976, SWBC has been providing a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. Company Overview Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.

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