Employee Benefits Analyst

WTW•San Francisco, CA

6d•$70,000 - $95,000•Hybrid

About The Position

The Employee Benefits Analyst position is responsible for providing professional administrative support for the account management team to deliver great work to the client consistently and efficiently. This role requires strong organizational and interpersonal skills, the ability to support all day-to-day account activities, and to partner with the account management team to ensure all client initiatives are precisely executed. The company emphasizes mutual support for growth and collective success, making a difference daily by providing exceptional service to clients and their employees. The role offers variety, with each client presenting unique challenges and opportunities for learning and growth. Key attributes for success include a willingness to learn, attention to detail, ability to meet deadlines, and dependability.

Requirements

Strong organizational skills
Strong interpersonal skills
Ability to support all day-to-day account activities
Ability to partner with the account management team to ensure all client initiatives are precisely executed
Willingness to learn
Attention to detail
Ability to meet deadlines
Dependability

Responsibilities

Handle day-to-day questions, enrollment inquiries, etc. from clients in conjunction with the service lead.
Prepare and distribute compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
Manage and/or respond to escalated and complex client issues with guidance from the service lead.
Manage enrollment processing and resolve eligibility and enrollment issues.
Manage client technology solutions in coordination with the technology team.
Stay current on compliance trends and ensure timely delivery of client notices.
Review plan documents and benefit attributes for accuracy and manage them within the internal system.
Process carrier and client contact changes by updating carriers and internal systems.
Learn how to submit marketing requests compliant with established marketing standards.
Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews.
Prepare client communications (Open enrollment materials, new hire guides, compliance documents, etc.) using available tools and templates.
Perform general administration and data entry as directed by the Manager, Client Services.
Occasionally attend and participate in client renewal meetings.
May mentor and train the next level down on daily tasks (i.e. Sr. CR may train CR).
Other tasks, duties, or special projects as assigned.