JOB SUMMARY
Responsible for the support and administration of enrollment processing, renewal and new business onboarding support, and general support for various clients and benefit plans. Independently responsible for servicing and retention of assigned customers/policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Oversees the administration and enrollment functions for various client accounts to ensure the timely and effective processing of all relevant benefits administrative needs.
Works with account management and other internal parties to identify and complete the group's onboarding and renewal tasks, including pulling and saving renewals, census formatting, preparation of quoting engines, quote requests, post enrollment bill audits, enrollment submissions, and other tasks, as assigned.
Assists with the processing of ongoing enrollments, status changes, evidence of insurability documents and terminations of plan participants.
Prepares and audits clients' monthly carrier invoicing against enrollment, as assigned.
Communicates with and establishes a solid relationship with clients, prospective clients and carriers, providing excellent customer service to clients, employers, brokers, service teams and vendors.
Works closely with vendor contacts to investigate discrepancies and provides reports and notifications in non-routine instances.
Provides general member support for clients, related to basic benefit inquires, access to care, supply orders, claims, etc.
Assists with populating and providing compliance materials, to include SPD Wrap Documents, SBCs, Annual Notices, Compensation Disclosures, and additional materials, as assigned.
Collaborates with service teams and clients in group implementation, data gathering and the renewal process.
Assist with pre-renewal activity, including downloading and filing renewals and invoices, and formatting census data.
Assist team with quote requests with carrier and General Agents (GAs).
Assist with post-renewal activity, including Open Enrollment bill audits, enrollment submissions and obtaining contract documents.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
Bachelor's Degree equivalent combination of education and experience
Associate's Degree equivalent combination of education and experience
High School Diploma
Two (2) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Ability to prioritize work for multiple projects and deadlines
Good interpersonal and organizational skills
Ability to write routine reports and correspondence
Working knowledge of personal computing techniques and computer systems
Good problem solving and time management skills
Proficient in Microsoft Office products, specifically Excel and Outlook
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