Employee Benefits Account Coordinator

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 julie@mnjinsurance.com:

•       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