Employee Benefits Specialist

Job Summary: As a key member of the service team, the Employee Benefit Specialist is responsible for assisting in servicing a book of business. This position is involved in pro-active client management via assistance in the preparation of client presentations, managing data collection for renewals and the RFP process, leading vendor implementations, developing open enrollment communications and resolving elevated claim issues. This position is an important point of contact for the day-to-day servicing of clients and is expected to respond to and resolve client requests on a wide variety of benefit topics with limited assistance from the Associate/Senior Associate Consultant. This role is also responsible for managing the internal processes and procedures involved with client record retention.

Principal Responsibilities

• Work directly with clients and consulting team to provide excellent day-to-day service.
• Maintain Image Right; audit annually to ensure that accurate, up to date information is filed appropriately.
• Create the client calendar on an annual basis for each client in the book of business and maintain in Image Right.
• Create the annual “client renewal letter” for each client in the book of business and maintain in Image Right.
• Ensure that fee agreements and/or disclosures are released on a timely basis; maintain in Image Right.
• Update Benefit Point when changes are made including, but not limited to: rates, plan designs, vendors, commissions, contacts.
• Answer or get assistance to answer client questions on a variety of benefit topics including, but not limited to: coverage clarification, plan structure, rates, claims and billing, compliance questions and others.
• Review Summaries of Benefits Coverage (SBC), Summary Plan Documents (SPD), and other benefit plan materials for accuracy for all lines of coverage for each client in the book of business.
• Manage interactions with carriers to ensure that required data is received on a timely basis Work with internal service teams (wellness, communications and compliance, member advocacy) on tactical deliverables.
• Assist with the preparation of client work products including but not limited to: gathering and comparing benchmarking data for client presentations, assisting the Associate/Senior Associate Consultant in collecting data for RFPs, tracking RFP responses, acting on awarded RFPs, updating and peer reviewing presentations for clients before final review by consultants or Practice Leaders and collection of Schedules required for 5500 filings.
• Attend client meetings as appropriate.
• Attend staff meetings, trainings and carrier programs as suggested by management.
• Perform other tasks, duties and functions as assigned from time to time in the routine client management
• Work independently on special projects related to client facing or departmental