Senior Benefits Specialist

Insperity • Dallas, TX

3d

About The Position

This position is responsible for leading benefits related interactions with external and internal customers by consistently exceeding expectations with Middle Market clients. Under minimal supervision, uses extensive knowledge of Insperity Benefit Plans to assist and educate clients and Service Team members. This position maintains a lead role for benefits information and processes for key client contacts, researches and formulates responses to complex benefit issues, ensures Insperity and clients comply with benefit laws and regulations, and delivers benefit education sessions in person and virtually to worksite employees. This role also serves as a leader on benefits projects and interprets benefits and related policies and guidelines.

Requirements

• High School Diploma or equivalent is required. Bachelor’s Degree is preferred.
• Five to seven years of work experience in customer service, HR Onboarding, or Benefit Administration, or a minimum of two years equivalent work experience with Insperity or PEO Industry is required.
• Five to seven years of experience in healthcare claims and benefit administration is required.
• Ability to serve customers in a team environment.
• Ability to present benefit related information with excellence.
• Demonstrated ability to provide customer-focused interaction with clients via phone, email, and in person.
• Demonstrated ability to communicate accurate information to internal teammates and external clients and to ensure understanding by recipient.
• Ability to interact with multiple internal and external business units.
• Ability to communicate and present ideas clearly and concisely. Communicates effectively, both verbally and in writing.
• Ability to handle multiple projects and tasks simultaneously in an efficient and timely manner.
• Ability to use Microsoft Office programs proficiently (Intermediate required, advanced preferred) and demonstrates ability to learn other application programs as needed.

Nice To Haves

• Group Benefit Associate (GBA) certification is preferred.

Responsibilities

• Serves as dedicated Benefits Specialist for Middle Market clients.
• Maintains a lead role for benefits information and processes for key client contacts by ensuring operational benefit processes are followed. Seeks to identify, analyze, and resolve problems effectively and makes effective, timely, and informed decisions.
• Researches and formulates responses to complex benefit issues that could impact the client relationship by proactively reviewing possible issues that the client or employee may encounter regarding benefits. Identifies and formulates a relationship with the client benefits contact.
• Ensures Insperity and clients are in compliance with benefit laws and regulations by preparing clear, concise, and well-organized communication and presentations using Health & Welfare Legal approved language. Attends all benefit related trainings.
• Delivers benefit education presentations to worksite employees in-person and virtually to inform them of Insperity’s welfare and wellbeing benefits, which assists them in making informed choices about their benefits. Addresses challenges within the presentation setting while maintaining a high degree of quality and professionalism.
• Serves as a leader on benefit projects and ensures completion of objectives by making effective, timely, and informed decisions.
• Maintains internal relationships ensuring the timely exchange of information. Ensures appropriate due diligence is applied to clients’ unique circumstances (i.e., COBRA takeovers, deductible credits, transition of care). Educates clients and ensures that they gain a broad knowledge of policies and procedures regarding all benefits.
• Serves as a liaison on new and existing technologies and benefits products. Recognizes issues and determines actions needed to advance the decision-making process. Researches issues while escalating appropriately to internal/external entity for timely resolution and recommends benefit solutions through partnering with internal/external partners.
• Identifies trends and makes recommendations for improvement which includes data and facts. Identifies root causes and addresses problems in ways that lead to innovative solutions. Provides pertinent information to team members based on client interactions and observations relevant to ongoing service needs. Collaborates with internal partners to remain updated on new laws and trends. Recognizes external/internal risks and develops alternatives.
• Demonstrates mastery of all Insperity Plan Documents. Generates ideas, explanations, or solutions to address current and future challenges related to benefits. Establishes effective relationships with Contact Center, Health & Welfare and vendor/carriers to provide proactive communication and identify timely resolutions to escalated issues. Leverages those relationships to better understand the ‘WHY’ as it relates to all Insperity Governing Documents.
• Ensures full collaboration and partnership with ongoing Service Team to design and implement benefits training agenda based on most frequent or re-occurring issues – bridge the gap through effectively educating clients and Service Teams. Serves as mentor, Subject Matter Expert, or project team member to improve the performance of processes or people. Analyzes benefit information supplied by clients and worksite employees. Reviews reports and documents that impact benefit coverage and shares relevant updates with team members and clients.
• Participates in prospective client meetings to provide overview of benefit plan options. Supports process and audit efforts to ensure integrity and accountability for Sarbanes-Oxley, ERISA, and HIPAA compliance.

Benefits

• Flexibility: Over 80% of Insperity’s jobs have flexibility.
• Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
• Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees