Open Enrollment Specialist
About The Position
The CSR demonstrates detailed knowledge of the clients’ plan provisions and Health and Welfare benefit enrollment to ensure the maximum level of service is provided on every interaction. This position requires critical thinking skills, strong communication skills, the ability to multi-task, and the ability to convey ownership. The position requires the ability to work independently and in a team environment. Assist participants in a concierge service model, addressing most inquiries end to end. Provide high quality, proactive service, ensuring the successful completion of all inbound inquiries in a timely manner, keeping the participant apprised of status throughout the process in a proactive manner. Ensure an optimal participant experience in the handling of all inquiries end-to-end. Daily management of open cases and new cases on which includes interaction with the employee, conference calls with retirement providers, insurance companies and/or client services. Document and update participant account information in the case management system timely and accurately.
Requirements
- Critical thinking skills
- Strong communication skills
- Ability to multi-task
- Ability to convey ownership
- Ability to work independently and in a team environment
Responsibilities
- Demonstrate detailed knowledge of clients’ plan provisions and Health and Welfare benefit enrollment.
- Ensure the maximum level of service is provided on every interaction.
- Assist participants in a concierge service model, addressing most inquiries end to end.
- Provide high quality, proactive service, ensuring the successful completion of all inbound inquiries in a timely manner.
- Keep the participant apprised of status throughout the process in a proactive manner.
- Ensure an optimal participant experience in the handling of all inquiries end-to-end.
- Daily management of open cases and new cases.
- Interact with the employee, and participate in conference calls with retirement providers, insurance companies and/or client services.
- Document and update participant account information in the case management system timely and accurately.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
