Employee Benefits Account Specialist

Corporate Synergies•New York, NY

About The Position

The Account Specialist supports Sales, Account Management, and Underwriting teams while developing expertise in client service, account management, and employee benefits consulting. The role supports clients throughout onboarding, ongoing service, and renewal, helping gather information, prepare and deliver client materials, complete implementation tasks, and coordinate regulatory activities. It also involves maintaining client files and internal systems, preparing reports and employee communications, supporting open enrollment, and helping resolve client service, claims, and administrative issues.

Requirements

Strong attention to detail, organization, and follow-through.
Excellent verbal and written communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Ability to work independently and collaboratively.
Eagerness to learn about employee benefits, regulatory and compliance matters, and healthcare reform.
Proficiency in Microsoft Office Suite.
Ability to build strong relationships with clients, carriers, and team members.
Obtain a state-specific Resident Life & Health License within six months of the hire date.

Nice To Haves

Bachelor’s degree preferred.
Basic understanding of insurance or healthcare.

Responsibilities

Maintain up-to-date client files and internal systems in accordance with company protocols and data standards.
Support pre-renewal, renewal, post-renewal, and wellness activities.
Coordinate data gathering for analytical, compliance, and other reporting efforts.
Complete training and professional development to build understanding of the industry and the company.
Gather data needed to fulfill client obligations, including contacting carriers and clients for information.
Support the preparation, analysis, and delivery of client materials, including exhibits, reports, and presentations.
Complete assigned implementation tasks associated with client projects.
Coordinate activities and complete regulatory tasks, including Form 5500s, ACA requirements, and other notices and disclosures.
Prepare standard and ad hoc reports as needed.
Track receipt of deliverables and update the Annual Action Plan to support accuracy and timeliness.
Participate in client meetings and presentations when appropriate.
Prepare and review employee education and communication materials, including benefit guides, at various times throughout the year.
Assist with coordinating open enrollment activities, including conducting meetings.
Take necessary steps, including timely follow-up, to help resolve client service or claims issues and inquiries, and administrative concerns.
Interact with carriers and vendors on behalf of clients and the team.