Group Benefits Specialist

Acrisure•Uniondale, NY

12d•Onsite

About The Position

The Group Benefits Specialist assists Brokers and Agents with product solutions and customer service issues while maintaining client data files. The role supports assigned accounts with administrative, marketing, and underwriting resources and serves as a liaison with selected insurance companies. It provides product information, administration, service, and support for group benefit coverages, which may include medical, dental, vision, life, accidental death and dismemberment, short- and long-term disability, and statutory state disability. The position is on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

One to three years of experience in the insurance industry is desired, with working knowledge of group employee benefit products and services.
Experience administering, servicing, and overseeing client accounts and policy service.
Proficient computer skills, including Word and Excel.
Articulate and professional.

Nice To Haves

A college degree or equivalent education.
An insurance-related designation.

Responsibilities

Provide product information, administration, service, and support for group benefit coverages, including medical, dental, vision, life, ADD, short- and long-term disability, and statutory state disability.
Coordinate product information between brokers and carriers.
Prepare requests for proposals (RFPs) for selected carriers, follow up on timelines, and document proposal results for management.
Use website tools to generate quotes and proposals and assist with product enrollment.
Create, file, and maintain correspondence and records for client and broker files, policies, and databases; manage assigned project timelines and daily tasks.
Review, generate, and maintain routine correspondence concerning enrollment materials, plan booklets, billing statements, and policy changes.
Request, review, file, and confirm policy changes, including rate and benefit spreadsheets and proposals.
Process, review, and maintain new and renewal business, including applications, enrollment forms, employer materials, and submissions.
Initiate and forward policy-change notices and client information sheets; assemble and update client files.
Verify rates and plan designs with clients, carriers, and staff.
Administer, service, and maintain assigned policy blocks of business.