Employee Benefits Client Service Specialist

EMPLOYEE BENEFITS CLIENT SERVICE SPECIALIST
Hybrid: Rochester, NY Hybrid schedule. 2 days at home, 3 days in office.
$20.00 - $25.00/hr

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. Our benefits division provides an array of employee benefit solutions that include plan design, core and voluntary products, online enrollment, plan administration, third party administration, specialty health plans, and HR compliance through our Partner Firms.

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 activities surrounding client payment review/reporting (e.g. common remittance or revenue audits).


• Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request.


• With senior team member oversight, support renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials as required.


• Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy.


• Work with carriers and account team members to implement appropriate coverage for clients.


• Support in the implementation and ongoing maintenance/review of Benefits Administration and Call Center engagements.
  


• Support account team members while maintaining data integrity and quality with practice

Job Qualifications

• Bachelors degree or equivalent experience.


• Life, Accident and Health Insurance License required within 6 months of hire (The firm will cover costs for the training/exam).


• Customer service and interpersonal skills for dealing with different types of team members and clients.


• Client service orientation and ability to respond to all communications effectively and timely.


• Proficient in Excel and Office 365.


• 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 in Spanish a plus.