What are the responsibilities and job description for the Employee Benefits Specialist position at Career Pathway LLC?
Responsibilities
- Group/Employee benefits experience.
- Delivers excellent customer service with clients on a daily basis by providing consistent, timely and accurate service. Resolves inquiries on service problems, billing and claims to ensure resolution to the client satisfaction.
- Reviews and analyzes client claims data for determining future plan design and pricing for both fully insured and self-funded plans. Analyzes and offers guidance on alternatives/strategies to meet client goals.
- Communicates and educates clients on any plan design changes at renewal. Makes presentations at employee meetings.
- Documents conversations and files in accordance with agency/department procedures to avoid potential Errors & Omissions situations.
- Works with Producer and/or the group directly to determine client goals and offer alternatives if applicable.
- Develops effective and productive insurance carrier and client relationships.
- Provides proposals for prospective new clients. Searches markets for compatible and competitive pricing.
- Coordinates external and internal implementations of new groups, as necessary.
- Reviews new and renewal policies received to be certain information and coverages are accurate.
- Updates Agency Management System with new and renewal information as necessary.
- Researches coverage questions/claims issues for clients. Prepares supporting documentation if necessary.
- Markets new or renewal business, when necessary.
- Prepare communication pieces for employees
- Become familiar with on-line enrollment and HR platform
- Other duties as assigned.
- Partial work from home schedule after 90 day period and successful performance review
Requirement:
Licensing: A valid 215 insurance license is required, and having a Florida-specific certification is a plus.
Experience: Prior experience in Group/employee benefits is required.
Communication Skills: Excellent verbal and written communication skills are essential.
Customer Service: A strong focus on delivering outstanding customer support and satisfaction.
Problem-Solving: Ability to assess situations and offer appropriate solutions quickly.
Tech Proficiency: Comfortable using CRM software and other digital tools, along with MS Office
Team Player: Must work effectively within a team environment.
Adaptability: Ability to thrive in a hybrid work setting, balancing office and remote responsibilities.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Group/employee benefits: 2 years (Required)
- Customer support: 1 year (Required)
- CRM software: 1 year (Required)
License/Certification:
- 215 Insurance License (Required)
Ability to Commute:
- Auburndale, FL 33823 (Required)
Work Location: In person
Salary : $60,000 - $80,000