Employee Benefits Account Specialist
Core
Provide direct daily client service support for employee benefits, handling claims, enrollment, and documentation for small books of business.
Role type
Employee Benefits Account Specialist
Builds
Client service support for sales and account management teams
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Insurance market knowledge, product knowledge, legislation knowledge, claims resolution, enrollment processing, documentation, compliance review, data entry
Preferred skills
Bachelor's degree, Microsoft Office proficiency, office equipment operation
Technologies
Microsoft Word, Excel, PowerPoint, Publisher
Responsibilities
Research and resolve employee claims and enrollment inquiries, provide documentation on medical/dental/vision/FSA programs and mandates, assist in preparing renewal proposals, review internal compliance and summary plan documents, document sales information in database, assist in client projects like carrier transitions and billing reconciliation, participate in client calls and meetings
Seniority
Mid-level, hands-on IC