Benefit Service Associate

Benefit Service Associate

Requirements

• Bachelor degree is preferred. However, a minimum 2 years’ experience working in a professional office setting providing administrative support with a heavy emphasis on accuracy and detailed work can be considered in lieu of college.
• Familiarity with the key features of commonly offered plan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledge of employee benefit insurance terminology and coverage options preferred.
• Proficiency in using the internet and Microsoft Office applications to include Outlook, Word, Excel, and PowerPoint to create, format and update documents, presentations, and spreadsheets which contain tables, charts, graphs and advanced formulas.
• Above average math skills to calculate ratios, rates and percentages.
• Demonstrated ability to prioritize tasks, resolve problems, plan appropriately and make sound decisions within the scope of job responsibilities when there are changes in workload and when under the pressure of deadlines.
• Strong verbal and writing skills to communicate in a concise, logical and professional manner.
• Dependable with the self-initiative to follow through on assignments and work productively with others in a team environment.

Responsibilities

• Assist client service teams with the insurance bidding and renewal process.
• Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy.
• Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner.
• Using approved templates, prepare and coordinate creation of new / renewal binders and iPad presentations, open enrollment communications, and other client presentation materials.
• Provide general administrative support to client service teams.
• Upload presentations to iPads and generally maintain iPads assigned to the Practice Group.
• Upload client data to mobile applications.
• Work with website vendors to maintain client websites.
• Create and maintain wallet ID cards as requested.
• Process Broker of Record letters internally and with carriers.
• Maintain client and carrier contacts in requested internal systems.
• Prepare client records to be filed following policy renewals and on an ongoing basis.
• Update and assist in maintaining agency management and filing systems upon renewal and during special project requests.
• Coordinate open enrollment and other client communication materials as requested.
• Research trends and update benchmarking templates as requested.
• Act as liaison for client to research and resolve coverage, claim, and administrative problems.
• Escalate claim issues within the department and with our carrier partners, using resources and knowledge of procedures.
• Recognize areas of concern and potential issues and work with client service team to develop solutions.
• Follow processes and procedures as outlined in the Procedure Manual.
• Attend departmental and carrier meetings to gain an understanding of health plan types and coverage options, and learn about changes/trends occurring in the insurance marketplace.
• Share information with team members to create a network of information within the Department.
• Attend monthly service team meetings and other meetings as requested.
• Provide back up to other service team members as requested.

Preferred Qualifications

• Familiarity with the key features of commonly offered plan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledge of employee benefit insurance terminology and coverage options preferred.