Eligibility Specialist

Business Benefits Group • Fairfax, VA

10d • Hybrid

About The Position

Make Business Benefits Group (BBG) your last career move. This is an amazing opportunity to join a rapidly growing agency, with great work/life balance and endless income opportunity for those that embody and embrace our Core Values. Our team members all contribute to the overall success of the agency, and the rewards are limitless. Join our fantastic team today! The Eligibility Specialist is responsible for processing all client eligibility changes and ID card request in a timely and accurate manner. This position will also respond to request from clients and agency employees, update the client management portal, communicate effectively with clients and carrier representatives, attend team meetings, and provide exceptional customer service to maintain strong client relationships.

Requirements

• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Ability to work effectively in a team environment and collaborate with team members and other departments.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
• Possess a strong customer service orientation and demonstrate a good understanding of insurance concepts.
• Navigate online portals efficiently to access and update client information.

Nice To Haves

• Life & Health License or ability to obtain within 90 days of hire

Responsibilities

• Process all client eligibility changes and ID card requests with precision and within specific timeframes.
• Respond to client and internal requests in a timely and accurate manner.
• Update the client management portal with the most recent information.
• Maintain effective communication with clients and carrier representatives, ensuring their needs are met and questions are answered.
• Attend team meetings to stay informed about agency policies, procedures, and industry updates.
• Provide accurate and timely support to clients to enhance their trust and loyalty with BBG.
• Communicate difficult carrier decisions to clients when necessary, and escalate issues to carrier representatives, when appropriate.

What This Job Offers

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