Employee Benefits Open Enrollment Coordinator

About the Employee Benefits Open Enrollment Coordinator role:

The Open Enrollment Coordinator is responsible for coordinating and executing the operational components of annual Open Enrollments for Employee Benefits clients. The Open Enrollment Coordinator supports a high volume of enrollment events by owning timelines, deliverables, logistics, and internal coordination to ensure a smooth, accurate, and compliant enrollment experience for clients and their employees. The role partners closely with Enrollment Managers, Client Managers, Producers, and external vendors.

Responsibilities include, but are not limited to:

• Efficient Open Enrollment timeline and task management across multiple concurrent clients
• Coordinate Open Enrollment projects from planning through post-enrollment closeout
• Maintain accurate enrollment tracking, status reporting, and internal scorecards
• Maintain accurate data and documentation within the client database and enrollment folders
• Follow and maintain Open Enrollment document standard procedures and naming conventions
• Coordinate the creation, review, and delivery of benefit guides, booklets, rate sheets, and additional enrollment materials
• Coordinate peer review and translation review (Spanish and other languages as required) prior to client delivery
• Coordinate Open Enrollment presentations and digital enrollment materials
• Coordinate scheduling, logistics, and support for Open Enrollment meetings (virtual and in-person)
• Support Enrollment Manager and presenter during Open Enrollment meetings as needed
• Serve as a primary operational point of contact during Open Enrollment for materials, logistics, and coordination
• Manage Open Enrollment equipment inventory, tracking, and availability
• Attend internal Open Enrollment planning meetings and training session

Qualifications:

• Align with company values
• Engaged with positive attitude
• Demonstrates strong organizational and project coordination skills
• Demonstrates accountability in a fast-paced, deadline-driven environment
• Develop clear understanding of employee benefits knowledge
• Strong interpersonal and written communication skills
• Strong attention to detail and commitment to accuracy
• Proficient in the use of personal computer and supporting software including Adobe Acrobat, MS Office (Outlook, Word, Excel, PowerPoint)
• Ability to manage multiple concurrent Open Enrollments with shifting priorities
• Ability to communicate enrollment logistics and timelines clearly to internal teams and clients
• General understanding of employee benefits and Open Enrollment processes

Accountability Measures:

• SWIA Service Standards
• 5x5x5 Quarterly Discussions
• Open Enrollment execution and timeline management
• Internal and external Open Enrollment quality feedback
• Client satisfaction related to enrollment execution and materials
• Team collaboration and responsiveness during peak enrollment periods
• Compliance with benefit documentation standards and internal documentation standards