Sr Benefits Specialist
Core
Senior Benefits Specialist supporting Senior Benefit Consultants, VPs, and SVPs in servicing employee benefit clients by managing account operations, coordinating deliverables, and resolving escalated claims and billing issues.
Role type
Senior IC benefits operations specialist
Builds
Client deliverables, meeting materials, and recorded content for open enrollment
Domain
Employee benefits consulting
Deliverable
client delivery
Required skills
Employee benefits knowledge, MS Office Suite, Microsoft Excel (expert), analytical thinking, confidentiality, verbal/written communication, organizational skills
Preferred skills
Life/Accident and Health Insurance Agent License, proactive approach, sense of urgency
Technologies
BAM (Benefit Account Management System)
Responsibilities
Manage and submit fees/commissions, prepare for internal IO audits, assist consultants with client deliverables, provide day-to-day client support for escalated claims and billing issues, prepare meeting materials and document takeaways, lead or support open enrollment presentations, oversee vendor implementation processes, conduct client status calls, maintain the Benefit Account Management System
Seniority
Senior, hands-on IC