Eligibility Specialist

Job Description

Acrisure’s Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits Segments. With this in mind, we continue to develop ways to efficiently care for, and address our clients’ needs – all while maintaining a business model that allows for growth of the Team and Acrisure.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

Reporting to the Shared Services Operations Manager – Employee Benefits, this role is responsible for employee benefits enrollment support for the SW region.  This role will support the Account Management team by managing new hire enrollments, terminations and other changes affecting plan enrollment for clients in small group, mid/large group and key accounts market segments.

The role will collaborate and work closely with the Head of Employee Benefits Operations and will influence and promote a positive culture and work environment.

Responsibilities

• Deploy standardized workflows for employee benefits eligibility management.
• Assist account management team with completion of census templates for new plan implementation.
• Process enrollment changes via the carrier’s websites, or by submitting the applicable enrollment/change/termination forms via email.
• Submit COBRA qualifying event notifications to client’s Third Party Administrator.
• Ensure enrollment changes and QEs are processed by the carrier/TPA correctly and communicate confirmation to the client.
• Review weekly enrollment transaction reports for accuracy.
• Perform regular billing audits and work with carriers to resolve discrepancies. 
• Interact or communicate directly with clients, at the direction of Account Management.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements

• Possess an understanding of employee benefit eligibility rules and rate structures.
• Strong organizational and time management skills, along with a demonstrated attention to detail.
• Professional verbal and written communication skills.
• Ability to use multiple monitors to move quickly between software applications (Excel, Word, Adobe) and various web-based benefit administration systems.
• Ability to work independently and as a member of a team.
• On camera attendance during virtual meetings and presentations.
• Attend virtual or in-person conferences to further education/expertise, when needed.

Education/Experience

• Minimum 1 year of employee benefits experience.
• Life/Health Agent License preferred.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Travel may be required.
• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity - ~90% of workday is comprised of keyboarding.
• Occasionally lift up to 20 lbs.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.  When working remote, work must be performed in a designated work area, free from distractions.
• The noise level in the work environment is usually moderate.

Benefits & Perks

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs   
• Offering hybrid work option  
• Opportunities for Growth
• Educational Resources
• Generous time away

Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

Salary : $20 - $22