Job Details

• TITLE: Bilingual Employee Benefits Account Coordinator
• TERMS: Direct Hire
• LOCATION: Irvine, CA (Hybrid)
• HOURS: Mon - Fri - 8:00 AM-5:00 PM
• SALARY RANGE: $52,650-$68,250/year (depending on experience)
• REFERRAL BONUS: $500

Client has been named one of the Best Places to Work in Insurance for the FOURTH year in a row by Business Insurance! Our award-winning culture is thanks to our amazing Team.

Essential Duties and Responsibilities

• Prepare materials required for meetings and presentations

• Assist Account Manager(s) in Renewal and the Marketing RFP process

• Assist in coordination of Open Enrollment process

• Be Responsible for initial data entry and maintenance of agency management systems and electronic files

• Partner with Communication Specialist to maintain/update client Benefits Websites and any other Communications

• Serve as the secondary client contact for issues or activities that the customer encounters with benefits programs and services

• Maintain Employee Benefits Contact Sheets, update as necessary

• Participate in relative industry and carrier trainings as recommended by management in order to grow one's knowledge of insurance coverage's and markets

• Become familiar and keep current with compliance and legislation impacting employee benefit programs

• Conduct Contract Reviews, Form 5500 Filing Review, and assist with POP and SPD WRAP Plan Document implementations

• Assist with claims, compliance, and plan administration at the direction of the Account Executive or Account Manager(s)

• Back up and help with front desk (answering phones), helping clear backlog, training new hires, and taking on projects at the request of your manager.

• All other duties as assigned.

Qualifications/Requirements

• Bilingual in English and Spanish

• Possess a minimum of 2-3 years of experience in employee benefits, specifically in clerical or customer service roles.

• Experience in Benefits administration systems preferred.

• Hold a current and valid California Life and Disability License or be able to obtain one within 6 months of date of hire.

• Have the ability and willingness to attain insurance certifications within 18 months of hire.

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