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Benefits Specialist

2 months ago


Fort Washington, Pennsylvania, United States Generis Tek Inc. Full time

Job Summary:

This role is responsible for overseeing and processing beneficiary changes, assignments of benefits, and life insurance and disability claims submissions for the Insurance Trust. The successful candidate will support all customer communication documentation and timelines for any legal issues or customer escalations.

Key Responsibilities:

  • Analyze and develop policies and benefit plans, including life, long-term disability, and long-term care insurance coverage or financial benefits, such as retirement, profit-sharing, and pension plans.
  • Stay up-to-date with current benefit trends and legislative requirements and programs.
  • Research various beneficiary, assignment, and claims issues.
  • Train team members on benefit plans and may work on special projects.

Required Skills:

  • Strong knowledge of benefit programs and life insurance rules relating to benefits.
  • Advanced PC skills.
  • Commitment to customer service and ability to work in a team-oriented environment.
  • Leadership skills.
  • Demonstrated ability in handling details and key follow-up capability.
  • Strong researching skills.
  • Document server repository skills.
  • Ability to handle confidential PII in a professional manner.
  • Experience with workflow systems.
  • Salesforce experience.
  • Excellent verbal and written communication skills.
  • 3+ years of relevant insurance industry experience required.

Education Required: Bachelor's Degree.