Employee Benefits Analyst

WTW•San Francisco, CA

7d•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 partner with the account management team to ensure all client initiatives are precisely executed. The company emphasizes supporting one another to help each other grow and succeed together in supporting clients, with a strong focus on teamwork and making a difference daily by providing exceptional service to clients and their employees. The variety in the work is exciting, as each client is unique, offering daily opportunities to learn something new, try new things, and have fun. The ideal candidate has a willingness to learn, attention to detail, ability to meet deadlines, and is dependable. This position reports to the Manager, Client Services, and is an hourly, non-exempt, full-time role. It is a US-hybrid role with the option to work from Newfront’s San Mateo or Walnut Creek offices.

Requirements

Minimum 1-2 years of benefits experience is required.
Solid communication skills: written, public speaking and presentation preparation.
Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally.
Proficient knowledge and use of Microsoft Office and intermediate complexities of features.
Ability to learn and adopt use of technology systems and software applications.
Works well with others in a fast-paced environment and is responsive to co-workers and colleagues.
Must also work independently, with minimal direction.
Adaptability and flexibility to respond to client and team needs.
Ability to ask questions, take initiative, and utilize resources and tools.
Strong time management skills and ability to manage competing priorities and high volumes.
Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
Ability to review internal and external deliverables to ensure accuracy.
Basic project management skills and systems knowledge.
Ability to forge relationships and build trust with clients, carriers, and colleagues.
Vast sense of curiosity and willingness to learn industry knowledge and trends.

Nice To Haves

Benefits experience at a brokerage is a plus.
Resident Department of Insurance Life License (required or completed within 3 months of start date).

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.
Resolve eligibility and enrollment issues.
Manage client technology solutions in coordination with our 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.
General administration and data entry as directed by the Manager, Client Services.
May be asked occasionally to 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.

Benefits

Medical (including prescription coverage)
Dental
Vision
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident
Group Critical Illness
Life Insurance
AD&D
Group Legal
Identify Theft Protection
Wellbeing Program
Work/Life Resources (including Employee Assistance Program)
Paid Holidays
Annual Paid Time Off (includes paid state/local paid leave where required)
Short-Term Disability
Long-Term Disability
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
Contributory Pension Plan
Savings Plan (401k)
Non-qualified Deferred Compensation and Deferred Savings Plans (for certain senior level roles)