Group Benefits Specialist

Acrisure•Uniondale, NY

13d•$30 - $35•Onsite

About The Position

The Group Benefits Specialist assists Brokers and Agents with product solutions and customer service issues. The role maintains client data files and supports assigned accounts with administrative, marketing, and underwriting resources, serving as a liaison with selected insurance companies. The specialist provides information, administration, service, and support for group benefit coverages, and administers and maintains assigned policy blocks of business. The position requires an on-site presence to support collaboration, team leadership, and cross-functional partnership. Acrisure describes its compensation range as $30–$35, with placement based on factors such as skills, experience, qualifications, location, and internal equity.

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

College degree or equivalent education.
Insurance-related designation.

Responsibilities

Provide product information, administration, service, and support for coverages including medical, dental, vision, life, accidental death and dismemberment, short- and long-term disability, and statutory state disability.
Coordinate product information between brokers and carriers.
Prepare requests for proposals 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 according to assigned timelines and tasks.
Review, generate, and maintain routine correspondence related to 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 policy business, including application and enrollment forms, employer materials, and submissions.
Generate and forward notices for policy changes and client information sheets, assemble and update client files, and verify rates and plan design with clients, carriers, and staff.
Administer, service, and maintain assigned policy blocks of business.