Benefits Coordinator


Reporting to the VP of Select Business, the Benefits Coordinator is responsible for assisting Account Managers and Producers with the analysis of client and prospect employee plan data.  This position functions as a benefits expert regarding benefits analysis, contribution strategies and maintaining team proposal template and processes. The Benefits Coordinator is an active member of the PSA Small Group Benefits team and provides assistance on small group clients, generally 2 to 50 lives, primarily fully insured plans with minimal complexity.


Benefit Analytics

  • Support development and continuous updates/enhancements of the small group proposal template
  • Request quotes for out of state client proposals (PA, VA, NJ, NY, etc.) and create proposal for these clients in a timely fashion
  • Assistance with marketing prospects for account managers and/or producers dependent upon size/revenue of account
  • ResourcePro – works with RP to streamline processes and will be responsible for overseeing these processes
  • ACA analysis and support
  • Work with Account Managers and Producers on RFP preparation, benefit plan marketing, and presentation for clients and prospects
  • Proactively identify issues requiring action and develop innovative solutions
  • Support the management of vendor relationships including preparing and analyzing vendor RFPs
  • Assist in vendor rate and plan design negotiations
  • Assist with client contribution strategies and templates
  • Work with outsourced company to streamline processes and oversee these processes
  • Assume special projects as necessary

Account Coordination

  • Develop strategic solutions improving upon benefits programs
  • Promptly answer carrier questions on a daily basis
  • Quoting for new business & renewals, balancing plan design & negotiating price to meet client needs/specifications
  • Maintains consistent and continuous communication with account management team and producers to provide needed information, creative solutions, and resolution of issues for clients
  • Understands carriers’ and TPA’s processes and procedures
  • Preparation of coverage comparisons/proposals and may assist with employee communications for open enrollment and/or new hire kits for clients
  • Assists with the Standardization of documents & workflows to be followed for various policy types including but not limited to medical, dental, vision, life, disability and services
  • Ensures accuracy, proper handling, and appropriate distribution of policies (SBC, etc.), and other requests for clients
  • Documentation of all pertinent coverage communications and for commission purposes in the agency management system
  • Assist with preparation of new business paperwork, sometimes assists with carrier change paperwork
  • Assist Account Manager with Employee Communications preparation (Benefit Guide)
  • Attend insurance company and vendor meetings, trainings and functions to get familiarized with new products, services, legislative updates and coverage information
  • Work with administrative & management teams to optimize/delegate the workflows above to improve our clients experience
  • Participates in continuing education to maintain Health and Life license
  • Stays current on regulations, Health Care Reform, and general insurance knowledge.
  • Assume special projects as necessary
  • Any other responsibilities assigned


  • Bachelor’s Degree in business or related field
  • Health & Life License must be obtained within 90 days from date of hire
  • Demonstrated ability to analyze data and make appropriate recommendations
  • Demonstrated ability to prepare and deliver presentations to groups of employees
  • Expert knowledge and use of MS Office Professional programs (Outlook, Word, Excel)
  • Strong computer literacy for correspondence, data entry, carrier websites, spreadsheets and accessing data from company systems


  • Learns quickly, is organized, highly motivated, pays attention to detail (strategic thinker) and is able to manage multiple projects at the same time
  • Excellent communication skills, including listening, speaking and writing
  • Strong analytical and problem solving skills
  • Flexibility and creativity for developing innovative and customized client solutions
  • Ability to be “hands-on” and be tactical and the ability to execute efficiently
  • Values relationships – a collaborator – team oriented
  • Can be relied upon for consistent time and attendance;  ability to meet tight deadlines
  • Ethical

If interested, please send your resume to

PSA is an Equal Opportunity Employer.