Benefit Coordinator

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Benefits Coordinator to join our team. This position will report to our agency located in Uniondale, NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.

Responsibilities:

• Work directly with the account manager to support the service, retention, and growth of assigned employee benefits clients.
• Serve as a backup point of contact when the account manager is out of office or unavailable.
• Communicate professionally with clients, employees, carriers, vendors, and internal team members.
• Triage group-level and employee-level service issues, track open items, and ensure timely follow-up through resolution.
• Provide clear updates to the account manager and/or client as needed.
• Help maintain a high-touch client experience through prompt, accurate, and thoughtful support.
• Pull, prepare, prefill, and organize carrier and implementation paperwork.
• Review and scrub paperwork for accuracy, completeness, signatures, dates, and required attachments.
• Track outstanding implementation items and follow up with clients, carriers, and internal teams.
• Support the implementation process from initial paperwork through completion.
• Maintain organized documentation and records related to implementations and client changes.
• Assist with RFP preparation and organization.
• Build, update, maintain, and troubleshoot Excel-based renewal spreadsheets, census files, contribution models, cost analyses, and plan comparison tools.
• Work within and help improve existing Excel workbooks that may utilize advanced formulas, macros, VBA, Power Query, data connections, and automated processes.
• Identify opportunities to streamline or automate repetitive spreadsheet and data-related processes while maintaining accuracy and usability.
• Support gathering, validating, and organizing information needed for renewals, proposals, and client deliverables.
• Identify missing or inconsistent information and coordinate follow-up.
• Assist with preparing client-facing materials as needed.
• Assist with tracking annual compliance tasks, reminders, and recurring client deadlines.
• Maintain tracking tools for compliance workflows and client follow-ups.
• Support the account manager’s process and team responsibilities by helping organize reminders, templates, documentation, and repeatable workflows.
• Assist in improving internal processes, checklists, spreadsheets, and tools that support efficiency and consistency.
• Manage assigned tasks, deadlines, and follow-ups with minimal prompting.
• Help coordinate work delegated to benefit coordinators or other internal resources.
• Maintain accurate client files, internal notes, and documentation.
• Prepare meeting materials, forms, summaries, and follow-up items.
• Anticipate needs and help reduce administrative burden so the account manager can remain focused on client strategy, retention, and growth.

Qualifications:

• High school diploma or equivalent required.
• Experience in employee benefits, HR, client service, account support, benefits administration, or a similar professional environment preferred.
• Familiarity with open enrollment, carrier systems, implementation processes, or employee benefits workflows preferred.
• Experience managing multiple deadlines, projects, clients, or open enrollment processes simultaneously preferred.
• Benefits experience is preferred but not required. The right candidate should be a strong learner who can quickly absorb new information and apply it with increasing independence.
• Willingness and ability to obtain a Life & Health insurance license within an agreed-upon timeframe after hire.
• Strong Microsoft Excel skills required, including experience working with complex workbooks, formulas, data organization, and spreadsheet troubleshooting.
• Experience with advanced Excel functionality such as macros, VBA, Power Query, data connections, or similar automation/data transformation tools strongly preferred.
• Ability to understand existing spreadsheet logic, troubleshoot issues, and improve or automate workbook processes is highly desirable.
• Strong attention to detail and ability to identify inconsistencies or errors in data, documentation, and calculations.
• Strong organizational and time-management skills, with the ability to manage competing priorities and follow through independently.
• Comfortable learning new systems, tools, processes, and employee benefits concepts.
• Strong written and verbal communication skills.

Benefits:

• Company Paid Life Insurance, Long-Term and Short-Term Disability.
• Medical, Dental, Vision and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.
• An awesome team of professionals!

Compensation:

• $60,000.00/yr.

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

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