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The purpose of the Employee Benefits Specialist is to provide prompt, efficient, and high-quality support within a high-volume insurance center. The focus of the role is assisting the Benefits Relationship Manager in the servicing of the benefit consulting responsibilities for our customers. Applying technical expertise to retain customers and administer marketing and renewal functions.
Job Responsibility:
Provide prompt, efficient, and high-quality support within a high-volume insurance center
Assist the Benefits Relationship Manager in the servicing of the benefit consulting responsibilities for our customers
Apply technical expertise to retain customers and administer marketing and renewal functions
Support a team of Benefits Relationship Managers
Aid with onboarding new customers by gathering necessary documents, then reviewing documents prior to submission for completeness
Assist customers with daily service functions and frequent ad hoc requests
Create, review and edit employee benefit guides, benefit manuals and other customer materials as requested
Communicate with carriers regarding customer billing discrepancies or simple claims issues
Draft employee communication materials for peer review by fellow SBI Service Team Members
Assist with processing adds, terms or changes to employee enrollments
Gathering and preparing renewal and installation paperwork
Compliance Document Creation and/ review
Support in crafting alternative renewal options/presentations for customers, new business. Including requesting quotes from carriers directly as needed
Requirements:
Must have and maintain active Life, Accident & Health Licenses or successfully obtain the licenses in the state of residence within the first 3 months of employment
1+ years of employee benefits experience with a thorough understanding and knowledge of employee benefits
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, and Power Point
Problem solving, critical thinking, excellent written and verbal communication, exceptional customer service and interpersonal skills
High school diploma
Detail oriented with excellent organizational skills
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more