Benefit Specialist - Insurance Advisory Solutions

The Baldwin Group

7d

About The Position

The Benefit Specialist assists benefit clients’ employees with questions regarding benefits, claims advocacy, enrollment support, and communications by phone and email as Tier 1 Employee Care Center (ECC) support. The specialist provides service to designated small-group accounts with fewer than 10 lives, interacts with HR as the main point of contact, and processes benefit administration as needed.

The position provides daily Tier 1 ECC call-center and email support, enrollment support, and escalated claims advocacy. It also involves maintaining relationships with insurance company partners, understanding carrier requirements and attributes, documenting activity in online client files, and identifying opportunities to improve the firm, business segment, and processes. Issues and discrepancies are brought to appropriate leadership. Other duties may be assigned as organizational needs arise.

Requirements

• At least 1 year of call-center experience and/or experience working in Employee Benefits, with an emphasis on handling client issues.
• Effective verbal and written communication and presentation skills.
• Ability to learn benefits and grow product knowledge.
• Ability to explain benefits to members in clear, relatable terms using knowledge and experience.
• Ability to multitask and prioritize workloads while adhering to deadlines.
• Ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
• Demonstrate behavior aligned with the organization’s core values and culture.
• Maintain all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment.

Responsibilities

• Provide prompt, efficient, high-quality service to designated small-group accounts with fewer than 10 lives.
• Interact with HR as the main point of contact for designated accounts.
• Process benefit administration as needed.
• Provide enrollment support.
• Provide daily Tier 1 Employee Care Center call-center support for ECC accounts.
• Provide daily Tier 1 Employee Care Center email support for ECC accounts.
• Provide escalated claims advocacy for clients.
• Maintain strong relationships with insurance company partners.
• Know carrier requirements and attributes.
• Document all activity in the online client file to support quality and responsiveness.
• Maintain timeliness and completeness when interacting with clients, the firm, and insurance company partners to minimize potential errors and omissions claims.
• Identify opportunities to improve the firm, business segment, and processes.
• Bring issues and discrepancies to the attention of appropriate leadership.
• Perform other duties as assigned to support the organization.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed