Benefit Service Associate

Company:

Description:

SUMMARY

Under direct supervision ofthe ClientService Executive,provide administrative andproject support to client service teams. This position willworkwith a variety ofassociateswithin a Practice Group, andatothertimeswill work independentlyon assignments. This position prepares individuals for promotion to the Benefit Analyst position.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Assistclient service teamswith the insurance biddingand renewal process.
  • Review census data, plandesign, rate information, experience data, and relatedmaterials to ensure that necessary and accurate informationis submittedto renew / continue thepolicy.
  • Workwith carrier representatives toresolve discrepancies regarding missing or inaccurate information on the submissions and communicatethe status of submissions to client service team members to ensure marketing submissions are processed a timely manner.
  • Using approved templates, prepareand coordinate creationof new / renewal bindersand iPad presentations, open enrollmentcommunications, andother client presentation materials.
  • As skilland efficiencyin performingthe above duties develops,workwith team members tolearn how toanalyze coverage and premium rateoptions to determine how best to meetclient needs.
• Provide general administrative support to client service teams.
  • Upload presentations toiPads and generally maintainiPads assigned to thePractice Group.
  • Upload client data to mobile applications.
  • Workwithwebsite vendorsto maintainclient websites.
  • Createand maintainwallet ID cards asrequested.
  • Process Broker of Record letters internallyand with carriers.
  • Maintain client and carrier contacts in requested internalsystems.
  • Prepareclient records to befiledfollowing policy renewals andon an ongoing basis.
  • Update and assistin maintaining agency managementand filing systemsuponrenewal andduring special project requests.
  • Coordinate open enrollmentand other client communicationmaterials as requested.
  • Research trends and update benchmarking templates as requested.
• Provide general day-to-daysupport to clients as skill and knowledge develops.
  • Actas liaison for client to researchand resolve coverage, claim,and administrative problems.
  • Escalateclaimissueswithinthe departmentandwithour carrier partners, using resourcesandknowledge of procedures.
  • Recognize areas of concern and potentialissuesand workwith client service team todevelopsolutions.

• Adhere to internal processand proceduresand keep abreastof changing regulations.
  • Follow processes and procedures as outlinedin theProcedure Manual.
  • Attend departmental and carrier meetings to gain an understandingof health plantypes and coverage options, and learnabout changes/trends occurring in the insurance marketplace.

• Develop good relationshipswith others on the clientservice team.
  • Share informationwith team members tocreate a network ofinformationwithin the Department.
  • Attend monthly service teammeetings and other meetings as requested.
  • Provideback up to other service team members asrequested.

EDUCATIONAND/OR EXPERIENCE

Successful candidatewill be a service orientedindividual with high personal standards and ahands-on workstyle. This position requires anindividualwhois comfortable working at avaryingpace, managingmultiple tasksand deadlinessimultaneously, adjustingpriorities often, and managing frequentinterruptions.

This positioninteractswithand providesservice to internal associates andhas contactwith clients andvendors. The Benefits Service Associatemustbe positiveand approachable, have a professional demeanor, andworkeffectively with diverse personalities.In addition, the followingis required unless otherwise noted:

• Bachelor degreeis preferred. However, a minimum 2years’ experience working in a professional officesetting providingadministrative supportwith aheavy emphasis on accuracyand detailed work can be consideredin lieu of college.
• Familiaritywith thekey features of commonly offered plantypes (i.e., HMO, PPO,CDHP-HSA)and a basic knowledgeof employee benefit insurance terminology and coverage options preferred.
• Proficiency in using theinternet and Microsoft Officeapplications to include Outlook,Word,Excel,andPowerPoint to create,formatand update documents,presentations, and spreadsheetswhich contain tables,charts, graphsand advanced formulas.
• Above averagemathskillstocalculate ratios, rates and percentages.
• Demonstrated ability toprioritize tasks,resolve problems,plan appropriately andmake sound decisionswithin the scope of jobresponsibilitieswhenthere arechanges inworkloadand whenunder the pressure of deadlines.
• Strong verbal and writing skills to communicatein a concise, logicaland professional manner.
• Dependablewith theself-initiative to follow through on assignmentsand work productivelywithothers in a team environment.

WORKENVIRONMENT & PHYSICALDEMANDS

• Ability to use computerkeyboardand sit in a stationary position for extended periods aswell asthe useof office equipment suchas faxand copy machines,and telephones.
• Workis performedin a typical interior/officework environment.
• Occasional overtimemay berequired.

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