Benefit Service Associate

1 month ago

Walnut Creek, California, United States Marsh McLennan Agency Full time

Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position.

ESSENTIAL DUTIES & 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.
    • As skill and efficiency in performing the above duties develops, work with team members to learn how to analyze coverage and premium rate options to determine how best to meet client needs.
  • 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.
  • Provide general day-to-day support to clients as skill and knowledge develops.
    • 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.
  • Adhere to internal process and procedures and keep abreast of changing regulations.
    • 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.
  • Develop good relationships with others on the client service team.
    • 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.
EDUCATION AND/OR EXPERIENCE

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to internal associates and has contact with clients and vendors. The Benefits Service Associate must be positive and approachable, have a professional demeanor, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:

  • 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.
WORK ENVIRONMENT & PHYSICAL DEMANDS
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior/office work environment.
  • Occasional overtime may be required.

The applicable base salary range for this role is $41,880 to $67,08. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

  • Associate Client Service Manager

    1 week ago

    Walnut Creek, California, United States Arthur J. Gallagher & Co. Full time

    Associate Client Service ManagerNew Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with...

  • Mobile Associate

    3 weeks ago

    Walnut Creek, California, United States TMobile Full time

    Be unstoppable with usT-Mobile is synonymous with innovation–and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work is as exciting as it is rewarding, so consider the career opportunity below as your...

  • Business Development Associate

    1 week ago

    Walnut Creek, California, United States Canadian Solar Full time

    Job DescriptionBusiness Development Associatee-STORAGE is a subsidiary of Canadian Solar and a leading company specializing in the design, manufacturing, and integration of battery energy storage systems for utility-scale applications. The Company offers its own proprietary LFP battery solution, comprehensive EPC services, and innovative solutions aimed at...

  • Support Associate

    3 weeks ago

    Walnut Creek, California, United States Chico's FAS, Inc. - Retail Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Support Associate

    1 month ago

    Walnut Creek, California, United States Chico's FAS, Inc. - Retail Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Nursery Sales Associate

    1 week ago

    Walnut Creek, California, United States The Ruth Bancroft Garden Full time

    Nursery Sales Associate - Full-timeReports to: Nursery Sales Manager (NSM)Full-time: four to five days a week, including weekends, 8:30am-4:30pm, with occasional evening shifts during Garden events.The Ruth Bancroft Garden is a world-renowned 3.5 acre botanical garden and retail Nursery housing a collection of climate-appropriate plants from around the...

  • Sales Associate

    3 weeks ago

    Walnut Creek, California, United States Chico's FAS, Inc. - Retail Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Sales Associate

    4 weeks ago

    Walnut Creek, California, United States Chico's FAS, Inc. - Retail Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Retail Sales Associate

    2 weeks ago

    Walnut Creek, California, United States Elements Massage Full time

    OverviewIf you're looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further Our mission is to improve the lives of everyone we touch, starting with you. If you enjoy sales and client service and would like to apply your skills in a peaceful wellness environment,...

  • Boat Crew

    1 week ago

    Walnut Creek, California, United States Service Corporation International Full time

    Join Our Team: At our company, we value our associates and the important role they play in celebrating lives. If you are looking for a rewarding opportunity in a Great Place to Work, consider joining us as a key member of our team. Position Overview: Reports directly to the Captain Responsible for maintaining vessel's state of readiness and assisting...

  • Associate Sales

    1 week ago

    Walnut Creek, California, United States Autokiniton Full time

    Autokiniton is a leading company in North America that specializes in producing various automotive components and assemblies. With complete vertical integration capabilities, we provide our customers with comprehensive engineering, manufacturing, and logistics services all under one roof. At Autokiniton, we are committed to setting a solid groundwork for...

  • Client Service Representative

    1 week ago

    Walnut Creek, California, United States Muller Veterinary Hospital & The Canine Rehabilitation Center Full time

    Job description:Are you a compassionate, friendly, and courteous communicator? Are you detail-oriented, efficient, and do you enjoy working with people and their pets? If you answered "Yes" we want to talk with youMuller Veterinary Hospital is a fast-paced, progressive small animal veterinary practice accredited by the American Animal Hospital Association....

  • Part-time Retail Sales Associate

    1 month ago

    Walnut Creek, California, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...

  • Part-time Retail Sales Associate

    1 month ago

    Walnut Creek, California, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...

  • Part-time Retail Sales Associate

    1 month ago

    Walnut Creek, California, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...

  • Part-time Retail Sales Associate

    1 month ago

    Walnut Creek, California, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...

  • Part-time Retail Sales Associate

    3 weeks ago

    Walnut Creek, California, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...

  • Respite Associate

    1 week ago

    Walnut Creek, California, United States Esnorcal Full time

    Are you a self-motivated and reliable person who can work with children and adults with disabilities while helping them develop their skills and grow? Then we need you Our respite program needs your talent to work in a caring and supportive environment to allow our clients to increase skills in various areas, meet their goals, and reach their full potential,...

  • Retail Sales Associate

    1 week ago

    Walnut Creek, California, United States Nestle Full time

    At Nespresso, we place people and specialty coffee at the heart of what we do. As part of our team, you'll be empowered to inspire, care, act, and innovate to reach your full potential and reimagine what coffee can be. As a certified B Corporation, we're committed to driving our triple bottom line - People, Profit, and Planet - by delivering an exceptional...

  • Case Manager, R&P

    1 week ago

    Walnut Creek, California, United States Church World Service Full time

    Overview Around the world 100 million people are displaced, including 27 million who have fled their countries because of conflict, violence, persecution, and human rights violations. More than 40% of these refugees are children. For the most vulnerable among them, resettlement to a safe country is their best hope for finding safety and building a future for...