Employee Benefits CSR

Duties and Responsibilities

Overall Client Management:

• Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution. Escalate issues to the appropriate level if necessary.
• Manage and coordinate the pre-renewal and renewal process. Assess and determine client needs for opportunities to increase sales of agency services.
• Organize and participate as needed with client presentations, to include employee enrollment meetings.
• Lead the process for plan enrollment including employee communication, case submission and plan implementation and follow up to a successful conclusion.
• Serve as resource to clients for current market conditions and ongoing benefit regulation changes.
• Serve as a resource on current markets, industry information, and underwriting.
• Work closely with Producers on ongoing issues.
• Technology:
• Maintain documentation and system updates necessary for ongoing record keeping and client management.
• Licensing:
• Maintain a Health and Life Insurance license and participate in seminars and other training to maintain required license for knowledge and skill development.
• Other:
• Perform other duties as requested with regard to operation of an independent insurance agency.



Minimum Qualifications

• Minimum of 5 years employee benefits experience required to include group medical, dental, life and other ancillary products. Should posses a clear understanding of employee benefit plans, regulations and administration, as well as HR administration and Health Care Reform.
• Should have advanced skill levels with Word, Excel, PowerPoint and Outlook. This includes the ability to develop an Excel spreadsheet and utilize it in performing the job. The ability and desire to develop these skills is a must.
• Must be familiar with FireForm
• Experience with EASE enrollment system preferred
• Experience with documents such as for 125 plans, HRAs, Wrap etc.
• Must be able to work in a fast-paced, multi-tasking professional environment.