Benefits Coordinator in Charlotte, NC with Greene Resources

Date Posted: 3/24/2020

Job Snapshot

Job Description

Job Number: 35942

Benefits Coordinator

Job Description:

Our client, a leading North American insurance brokerage, is looking for a Benefits Coordinator to join their team! The Benefits Coordinator is an analytical and administrative position responsible for the end-to-end project management of benefit renewals for an assigned block of clients. This is a full time, direct hire position based in Charlotte, NC.


  • Managing the end-to-end annual benefits renewal process for an assigned block of clients

  • Requesting and managing the RFP and quote process with the various insurance carriers

  • Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers

  • Working with their aligned Consultants to create a recommendation plan to present to clients

  • Creating and managing all proposals for the Consultants to present to clients

  • Assisting the Consultants with the underwriting process including working with the various insurance carriers and clients

  • Assisting the Sales Representatives with medical quoting, enrollment and takeover paperwork

  • Creating "Benefits User Guides" (BUG) brochures that summarize the clients' renewal decisions Maintains organized filing systems

  • Ordering and preparing insurance carrier documentation including enrollment materials and provider booklets

  • All other duties and special projects as assigned

Education Requirements:

  • Bachelor's degree preferred

Desired Background/Skills:


    • Able to operate both independently and in a team setting.

    • Organized with heavy attention to detail.

    • Have a client service mentality with active listening skills and able to effectively communicate with clients, team members, and management.

    • Proficient with using Microsoft Office products especially Excel, Outlook, and Publisher and Adobe Acrobat Standard.

    Other Information:

    • Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status