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Insurance - Employee Benefits Specialist (Hybrid)

1 month ago

Wayne, United States Professional Partners Group Full time
Job DescriptionJob Description

EMPLOYEE BENEFITS CLIENT SERVICE SPECIALIST
Hybrid: Wayne, PA 19087 (preferable 3 days in office depending on their location)
Flexible pay rate.

BENEFITS:

  • 401kmatch
  • Medical, Dental, Vision Insurance
  • PTO
  • Sick time
  • Growth opportunities

COMPANY OVERVIEW

The firm is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors.

POSITION SUMMARY
• The Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure team is equipped to support and consult clients on their employee benefits programs.
• Field and manage client, employee, and carrier inquiries. Escalate issues to senior account team members as required for resolution.
• Assist with employee claim issues and follow up on pending claims issues.
• Manage and process enrollments at the carrier level.
• Manage and process COBRA offerings and participants.
• Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers.
• Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request.
• Manage renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials as required.
• Contribute to completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates.
• Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy.
• Work with carriers and account team members to implement appropriate coverage for clients.


Job Qualifications
• Bachelor’s degree or equivalent experience.
• Life, Accident and Health Insurance License required within 3 months of hire.
• Client service experience with employee benefits, including major medical and voluntary and/or worksite benefits a plus.
• Insurance experience managing client and carrier relationships a plus.
• Bi-lingual a plus.

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