Benefits and Customer Service Coordinator
Charlotte, NC
Category: Administrative
Reference ID: 10069947
Shortcut: http://addisongroup.gosnaphop.com/WJfGds
Job Title: Benefit & Customer Service Coordinator
Location (city, state): Onsite Charlotte, NC.
Compensation: $20 – $23 / hour
Benefits: This position is eligible for medical, dental, vision, and 401(k).
Qualifications:
- Strong customer service experience (internal & external)
- Excellent organizational and administrative skills
- High attention to detail and ability to manage paperwork-heavy tasks
- Strong communication skills (verbal and written)
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint, Publisher)
- Ability to manage multiple tasks in a fast-paced environment
- Strong problem-solving and analytical skills
- Comfortable working both independently and as part of a team
- Quick learner with the ability to adapt to new systems and processes
Job Description:
We are seeking a Benefit & Customer Service Coordinator to join a fast-paced, detail-oriented insurance environment. This individual will be responsible for delivering exceptional customer service to both internal and external clients while supporting benefit coordination and administrative processes. The ideal candidate enjoys working with people, thrives in a structured, paperwork-heavy environment, and can effectively manage multiple responsibilities with accuracy and efficiency.
Industry: Insurance
Work Schedule: Monday – Friday, 8:00 AM – 5:00 PM (Onsite)
About Our Client:
Locally owned insurance agency serving North and South Carolina. The company specializes in health insurance for individuals and groups, as well as dental, life, disability, and Medicare plans. They are committed to helping clients find tailored insurance solutions.
Key Responsibilities:
- Maintain customer databases (Agency Bloc and Excel)
- Send rate quotes for under 65 and over 65 clients
- Manage high email volume (20+ emails daily)
- Prepare reports, spreadsheets, and analyze data
- Provide customer support by answering client questions and requests
- Assist clients with applications and submit to insurance carriers
- Follow up daily with carriers on application statuses
- Manage 50+ applications per month and provide status updates
- Conduct Medicare Part D and Medicare Advantage RX reviews
- Send timely client communications, including thank-you notes
- Update group benefit spreadsheets and booklets
- Create and distribute client newsletters
Perks:
- Opportunity to work in a close-knit team environment
- Exposure to multiple areas of insurance and client services
- Hands-on experience with benefits coordination and client management
- Stable, full-time onsite role with consistent schedule
Additional Details:
- Start Date: ASAP
- Reason for Opening: Replacement
- Work Environment: Small company with a fast-paced, team-oriented culture
- Dress Code: Business Casual / Professional
- Parking: Open parking lot available onsite
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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