Employee Benefits Admin

3 weeks ago


Menasha, United States McClone Full time

POSITION SUMMARY

The primary responsibility of this position is to add efficiencies to the employee benefits department by providing support on behind-the-scenes tasks, allowing the account management team to spend more time interacting and supporting their clients.


ESSENTIAL FUNCTIONS

Efficient and accurate handling of requests; process terms, enrollments, and changes; creating communication pieces; prepare SPD wrap documents; resolving client billing issues; creating and updating of reports and assisting with ensuring clients records are accurate in the management system

Working proficiently and independently in all customer management databases, to include strong documentation of any paper trails and client interactions

Solid understanding of the agency management system, carrier websites, products, and benefit plan designs


QUALIFICATIONS

Education

  • High School Diploma or equivalent

Experience

  • 1+ years of customer service experience
  • 1+ years of insurance or benefits experience, preferred

Computer Skills

  • Microsoft Office Applications

Accreditation

  • Wisconsin Life and Health insurance license required within 90 days of employment and maintained throughout the course of employment.


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