Employee Benefits Account Coordinator
2 - 5 years
Laguna Niguel, CA
Full-time
Hybrid
1 month ago
About the role
We’re looking for a detail-oriented and highly organized, client-focused Employee Benefits Account Coordinator to join our team. You’ll manage a book of group and individual/family health insurance accounts, handling everything from open enrollment group and one-to-one meetings to day-to-day client service, and play a key part in helping us maintain our 95% client retention goal.
If you’re a self-starter who thrives in a fast-paced environment, loves helping people navigate their benefits, and takes pride in thorough follow-through, we’d love to hear from you.
WHAT YOU’LL DO
Client Service & Enrollment
• Manage IFP and small group accounts, handling multiple client enrollments simultaneously
• Prepare and present open enrollment materials, PowerPoint decks, benefit booklets, SBCs, carrier flyers, and payroll deduction sheets
• Lead open enrollment meetings and guide employees through their benefit options and online enrollment
• Process new hires, terminations, COBRA notifications, and carrier changes with thorough follow-up
• Respond to client inquiries quickly and document all activity in our agency management system
Retention & Account Rounding
• Proactively work to retain assigned accounts in line with agency goals
• Represent MNJ at health fairs, networking events, and business expos as assigned
• Support the team’s social media and new business development efforts
Teamwork & Compliance
• Maintain a courteous, professional presence with clients, carriers, and co-workers
• Adhere to HIPAA standards and agency privacy policies at all times
• Stay current on legislation, new carrier products, and industry developments
WHAT WE’RE LOOKING FOR
Required
• Active California Life & Health Insurance License in good standing
• Minimum 2 years of experience in a health insurance agency
• Proven ability to manage multiple client accounts in a high-volume environment
• Strong attention to detail and excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Experience with Ease and/or Employee Navigator
• Typing speed of 55+ WPM
• Valid CA driver’s license and auto insurance – will need to drive to client enrollment meetings, as needed
Nice to Have
• Experience with Covered California / ACA Individual & Family Plans
• Familiarity with carriers such as Aetna, Anthem Blue Cross, Blue Shield, Calchoice, Covered CA, Health Net and UHC
• Bilingual English/Spanish
• Experience with agency management software (AgencyBloc)
WHAT SUCCESS LOOKS LIKE
• Client retention at or above 95% for your assigned book of business
• Open enrollment materials delivered on time and meetings completed on schedule
• All client interactions documented in the agency management system
• Client inquiries responded to within 1 business day
BENEFITS & PERKS
• Competitive hourly compensation
• Employee Benefits include but are not limited to medical, dental, vision, life and voluntary benefits
• Supportive, small-team environment with real growth opportunity
• Pathway to Senior Account Coordinator or Account Manager role
HOW TO APPLY
Please send the following to [email protected]:
• Your resume (PDF preferred)
• 2–3 professional references
• A brief note on why you’re a strong fit for this role
If you’re a self-starter who thrives in a fast-paced environment, loves helping people navigate their benefits, and takes pride in thorough follow-through, we’d love to hear from you.
WHAT YOU’LL DO
Client Service & Enrollment
• Manage IFP and small group accounts, handling multiple client enrollments simultaneously
• Prepare and present open enrollment materials, PowerPoint decks, benefit booklets, SBCs, carrier flyers, and payroll deduction sheets
• Lead open enrollment meetings and guide employees through their benefit options and online enrollment
• Process new hires, terminations, COBRA notifications, and carrier changes with thorough follow-up
• Respond to client inquiries quickly and document all activity in our agency management system
Retention & Account Rounding
• Proactively work to retain assigned accounts in line with agency goals
• Represent MNJ at health fairs, networking events, and business expos as assigned
• Support the team’s social media and new business development efforts
Teamwork & Compliance
• Maintain a courteous, professional presence with clients, carriers, and co-workers
• Adhere to HIPAA standards and agency privacy policies at all times
• Stay current on legislation, new carrier products, and industry developments
WHAT WE’RE LOOKING FOR
Required
• Active California Life & Health Insurance License in good standing
• Minimum 2 years of experience in a health insurance agency
• Proven ability to manage multiple client accounts in a high-volume environment
• Strong attention to detail and excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Experience with Ease and/or Employee Navigator
• Typing speed of 55+ WPM
• Valid CA driver’s license and auto insurance – will need to drive to client enrollment meetings, as needed
Nice to Have
• Experience with Covered California / ACA Individual & Family Plans
• Familiarity with carriers such as Aetna, Anthem Blue Cross, Blue Shield, Calchoice, Covered CA, Health Net and UHC
• Bilingual English/Spanish
• Experience with agency management software (AgencyBloc)
WHAT SUCCESS LOOKS LIKE
• Client retention at or above 95% for your assigned book of business
• Open enrollment materials delivered on time and meetings completed on schedule
• All client interactions documented in the agency management system
• Client inquiries responded to within 1 business day
BENEFITS & PERKS
• Competitive hourly compensation
• Employee Benefits include but are not limited to medical, dental, vision, life and voluntary benefits
• Supportive, small-team environment with real growth opportunity
• Pathway to Senior Account Coordinator or Account Manager role
HOW TO APPLY
Please send the following to [email protected]:
• Your resume (PDF preferred)
• 2–3 professional references
• A brief note on why you’re a strong fit for this role
- Questions? Call us at (714) 716-4303 or visit mnjinsurance.com
Skills
InsuranceSales and business development