Descripción del puesto
The Benefits Specialist assists the Account Manager (AM) and Account Executive (AE) with multiple tasks including client proposals, marketing, rate spreadsheeting, sales and service support.
RESPONSIBILITIES:
- Assists AM in gathering vendor information and/or information from clients for marketing purpose
- Assisting AM in Preparing RFPs (Requests for Proposals) and send to carriers
- Assist AM with Proposal data for client presentation, review for accuracy
- Perform day-to-day client service administration including but not limited to claim issues, enrollments & terminations, carrier web site navigation, etc.
- Help coordinate the implementation of new plans and/or the continuation of current plans and contract changes/ carrier paperwork
- Assist in preparation and yearly maintenance of client communications such as Open Enrollment materials and Employee Benefits Guides
- Review benefit plan summaries and carrier source documents for accuracy
- Assist AM with enrollment and billing audits
- Assist with COBRA renewal submission
- Other duties as assigned
Requisitos
- Employee Benefits experience a plus
- BA/BS preferred
- Proficient with Microsoft Office – Outlook, Excel, Word, & PowerPoint. Publisher knowledge a plus.
- Strong oral and written communication skills
- Excellent organizational and time management skills. Ability to multi-task, prioritize
- Ability to take initiative and make independent decisions
- Flexibility and an outstanding work ethic.
Beneficios
- Paid Health & Life Insurance.
- Perfect Attendance Bonus (Paid Monthly)