Benefits Specialist

4 weeks ago

Camden, United States CareerBuilder Full time

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Benefits Specialist to their Corporate Synergies

team in Camden, NJ.

Job Summary:

Essential to developing

a strong foundation

in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).

Key Responsibilities:

Maintain up-to-date client files/internal systemsin accordance withCSGs standard protocols.

Support the various pre-renewal/renewal/post-renewal and wellness activities.

Coordinate data gathering for reporting efforts (analytical, compliance, etc.).

Complete training/professional development to gain understanding of the industry and CSG.

Essential Duties:

As part of the clientlife-cycle(on-boarding, ongoingsupportand renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:

Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)

Supporting the team with the preparation,analysisand delivery of materials that makeup the deliverable (i.e.exhibits, reports and presentations)

Completing/fulfilling assigned implementation tasks associated with client related projects

Coordinating activities and successfully completing regulatory tasks (i.e.5500s,ACAand other notices/disclosures) throughout the year

Prepare standard and ad-hoc reports (as needed)

Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials

Participating (whenever appropriate) in client meetings/presentations

At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).

Assistin thecoordinationOpen Enrollment activities (includes conducting meetings).

Maintain internal systems (i.e.BenfitPointand Oracle) and client filesin accordance withCSGs data standards and filing requirements.

Perform necessary steps (includingtimelyfollow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.

Interact with carriers and vendors on behalf of the client and the team.

Qualifications:

Strong attention to detail, well organized and responsive,

Strong desireand willingness to learn all aspects of:

CSG suite of services and available solutions

Insurance and healthcare related products

Regulatory and compliance related matters (including healthcare reform)

Very comfortable with numbers

Proficient in Microsoft Excel, PowerPoint,Wordand Publisher

Ability to quickly learn new skills

Comfortable working independently as well as in a team environment

Ability toestablishrelationships

Strong oral and written communication skills

Ability to multi-task anddemonstratecomposure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines

Basic understanding of insurance and healthcare.

Education & Experience:

Education - High School Diploma,Bachelors Degreepreferred.

Experience Entry level position requiring nopreviousjob experience.

Licensure/Certification State Specific Resident Life & Health License isrequiredwithin six months from date of hire.

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