Employee Benefits Account Specialist
Core
Provide direct daily support to an assigned book of business, handling claims, enrollment inquiries, and documentation for employee benefit programs.
Role type
Account Specialist (Employee Benefits)
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, database management
Preferred skills
Bachelor's degree, Microsoft Office proficiency, office equipment operation
Technologies
Microsoft Windows, Word, Excel, PowerPoint, Publisher
Responsibilities
Research and resolve employee claims and enrollment inquiries, provide documentation regarding active medical, prescription drug, dental, vision, and FSA programs, assist in preparation of customer renewal proposals, assist in review of internal compliance and client disclosure requirements, assist in documenting sales information into internal management database, assist in client specific projects including carrier transition and billing reconciliation, participate in client calls and meetings
Seniority
Individual Contributor, 2+ years experience