Operations Coordinator (Employee Benefits)
- Employer
- Lovitt & Touche
- Location
- Tucson, Arizona
- Salary
- Not Specified
- Closing date
- Nov 12, 2019
View more
- Category
- Broker / Agent, Customer Service, Sales
- Job Type
- Not Specified
- Career Level
- Not Specified
Job Details
Position Overview
The purpose of the Operations Coordinator is to support the Benefits Department by performing the operational functions assigned by the Operations Analyst.
Principal Duties and Responsibilities
- Responsible for inputting polices and other key data into EPIC or any other Finance System
- Assist in Department trainings
- Validate and Audit client records in the Agency database (Benefit Point and network drives) for accuracy and complete documentation
- Serve as the primary contact for researching questions and missing revenue from the Accounting Department including contacting Carriers and/or Vendors
- Assist with maintaining Carrier and Vendor electronic files and communications
- Other duties as assigned
Knowledge, Skills and Abilities
Required:
- High School Diploma or GED
- 1+ years of experience in Benefit operations, training and/or related field
- Ability to effectively communicate, both written and verbally, with internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with carriers, peers and clients
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint
Preferred:
- Previous Benefit experience
- Previous EPIC experience
Working Environment
- Work is performed indoors in a climate controlled office environment
- General technology as it relates to office administration
- Regular business hours with additional hours required during certain periods
- Occasional travel between offices
Company
Headquartered in Arizona, Lovitt & Touché is part of the Marsh & McLennan Agency serving Arizona and the Western region. As a subsidiary of Marsh LLC, a leading global insurance broker and risk management advisor, we offer world-class business insurance and risk management solutions, personal insurance, bonds and surety, and employee benefits solutions.
Our success is rooted in a client-centric philosophy and mission to develop quality programs, underwritten by sound companies, delivered by exceptional employees. We value long-term partnerships and continually strive to exceed clients’ expectations — whether by identifying cost-saving opportunities, enhancing workplace safety, mitigating risk factors or settling claims.
Despite our size, Lovitt & Touché retains the close-knit, collaborative atmosphere that we were founded with in 1911. Leadership fosters a positive, community-focused culture that prioritizes employee wellbeing, professional growth, innovation and creativity. Moreover, new ideas are encouraged and valued, contributing to workplace loyalty and satisfaction.
We regularly are recognized for our workplace practices and company culture. We are proud to be recognized as one of the Top Companies to Work For in Arizona by the Best Companies Group since 2013, as well as one of the Most Admired Companies in Arizona by Az Business since 2015. We also are consistently featured as one of the Best Places to Work and a Top Insurance Broker by Ranking Arizona. We are honored to be named one of “The Valley’s Healthiest Employers” since 2012 by the Phoenix Business Journal and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014.
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