Account Specialist, Employee Benefits

Propel (an Alera Group company) is looking for an Account Specialist, Employee Benefits with experience to join their team! 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

The Account Specialist, Employee Benefits role supports the Client Services team by managing a broad range of technical and administrative responsibilities associated with the client life cycle.

Specific duties include assisting with group enrollment and implementation, renewal processes, presentation and proposal preparation, systems maintenance and day-to-day customer service.

• Update and maintain agency management & compliance systems consistent with client information and associated workflow
• Preparation of client communication materials including the Benefit Booklet, PowerPoint presentations and any other communication materials
• Provide claims, eligibility, billing and plan administration advocacy and resolution (including reporting in multiple systems)
• Request, review, coordinate updates and track client plan documents such as booklets, contracts, Form 5500’s, etc.
• Provide general administrative support as requested by Client Services team
• Provide Peer-Review for other team members
• Maintain a current working knowledge of industry legislative and compliance for clients, including but not limited to COBRA, HIPAA, ERISA, FMLA, etc.
• Foster and maintain business relationships with carrier-vendor partners, clients and stakeholders
• Participate in the training and development of all Propel team members
• Other duties as required by clients, business needs or assigned by Account Management team
• Manage multiple clients including simultaneous renewals and implementations

• Excellent communication and writing skills required
• Abstract reasoning and analytical abilities
• Demonstrated ability to exercise good judgment in stressful situations
• Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude
• Proficient in Microsoft Office Suite - specifically Word, Excel & PowerPoint
• Ability to manage confidential information (HIPAA)
• Team player with enthusiastic attitude to service clients
• High level of personal initiative, integrity and professional ethics
• Ability to work respectfully with diverse populations both internally and
  externally

Experience and Education: 

• High School Diploma required
• College degree or course work preferred
• Minimum of 2 years customer service experience. Insurance industry knowledge preferred.
• Applicable State Life and Disability License (or ability to obtain within 3 months of hire)
• Commitment to ongoing professional continuing education
• Benefit Administration System / Payroll System knowledge and/or experience
• Ability to perform Audits for groups
• Preferred (not required) experience in Benefitpoint, Wrangle, ben admin, etc
• Compliance knowledge

Travel:

• Day and overnight travel may be required 

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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