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Employee Benefits Account Coordinator

Company: Tutton Insurance Services - An AssuredPartners Com
Location: Santa Ana
Posted on: September 10, 2021

Job Description:

Leading Insurance Company, Tutton Insurance Services - An AssuredPartners Company, is seeking an Employee Benefits Account Coordinator to add to their team!


Salary: $55,000 - $65,000 depending on experience and full benefits (health, dental, vision, 401k, PTO and more)

Job Location: 2913 S Pullman Street, Santa Ana, CA 92705 (in-office role two days per week)

Work Hours: Monday through Friday 7:30 AM to 4:00 PM PDT (full-time non-exempt) with flexibility for start and stop times


AssuredPartners has Excellent Benefits, including:

  • 401K + match
  • Medical, Dental and Vision Insurance
  • HSA and FSA options
  • Employer-paid life insurance, short and long-term disability
  • Voluntary life insurance, critical illness and accident insurance
  • Paid time-off and paid holidays


Account Coordinator - Employee Benefits Role Summary:

The Account Coordinator will provide support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations for Employee Benefits clients.  The Account Coordinator also provides customer service support to the client members regarding plan details and enrollment procedures.


Account Coordinator - Employee Benefits Requirements:

  • 2+ years experience in Human Resources/Benefits Administration
  • Benefits Administration Agency experience preferred but not required
  • Life and Health license preferred but not required
  • High school degree or equivalent. 


Account Coordinator - Employee Benefits Responsibilities Include:

  • Responsible for marketing activities, including establishing timelines for end-to-end RFP process; obtaining necessary information to prepare the request for proposal; distributing RFP to identified markets; contacting the carrier to insure receipt of request for proposal; insuring that the RFP deadlines are met by the carriers/service vendors; validating completion and accuracy of all information requested from the carriers /vendors.
  • Creating spreadsheets with plan details and rate exhibits and reviewing for accuracy
  • Processing client employee enrollment additions/deletions with carriers
  • Communicating with client members to explain coverage and deadlines
  • Preparing open enrollment documentation for distribution
  • Follows agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance, and filing and file maintenance
  • Participates in special projects/teams, proactively identifies area to assist team members, assists in workflow review  and improvement initiatives, and performs all other activities inside and outside of job scope


About AssuredPartners:

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees. 



Keywords: Tutton Insurance Services - An AssuredPartners Com, Santa Ana , Employee Benefits Account Coordinator, Other , Santa Ana, California

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