Benefits Coordinator

The Small Group Benefit Coordinator assists in all aspects of day-to-day client management as directed by members of the team.  The Benefit Coordinator 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. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation.

The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Your Impact:

• Benefit Coordinator does not directly manage any clients
• Under moderate supervision, 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

Successful Candidates Will Have

• 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

Physical Demands and Work Environment

• While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
• The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/.  

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

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Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role.  Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions.  Additional information regarding this policy can be found on our careers page.