Benefit Service Associate
Core
Provide administrative and project support to client service teams, assisting with insurance bidding, renewals, and client presentation materials.
Role type
Administrative support associate (benefits)
Builds
Insurance binders, client presentation materials, and administrative records
Domain
Employee benefits and health insurance
Required skills
Administrative support, data review, carrier liaison, document preparation, system maintenance, claim issue escalation, regulatory adherence, task prioritization
Preferred skills
Plan design knowledge, Excel proficiency, math skills, verbal/writing communication
Technologies
Microsoft Office (Outlook, Word, Excel, PowerPoint), internal agency systems, mobile applications, iPads
Responsibilities
Assist with insurance bidding and renewal processes, review census and rate data, coordinate new/renewal binders, maintain client and carrier contacts, process Broker of Record letters, research coverage trends, act as liaison for client coverage and claim problems, attend departmental meetings
Seniority
Entry-level to Junior, service-oriented