What are the responsibilities and job description for the Benefits Specialist position at Rockwell Benefits Insurance Advisors?
Company Description
Rockwell Benefits Insurance Advisors in Roseville and Redding, CA, offers personalized and strategic employee benefit plans for organizations of all sizes. Through financial benchmarking, we assist clients in saving money and creating valuable benefit packages for their employees.
www.RockwellBenefits.com
Role Description
This is a full-time on-site role for a Benefits Specialist at Rockwell Benefits Insurance Advisors in Redding, CA or in Roseville, CA (only one position). The Benefits Specialist will be responsible for benefits administration, benefit plan compliance, insurance management, communication with customer/customer employees, and providing Excellent customer service.
Qualifications
- Benefits Administration and Insurance Management skills
- Strong communication and customer service abilities
- Attention to detail and organizational skills
- Ability to prioritize tasks and meet deadlines
- Experience in HR or benefits administration is a plus
- Bachelor's degree in Human Resources, Business Administration, or related field
- Setup pre-renewal, renewal, and marketing reports for the service team.
- Assist in spreading marketing results, including benefit comparisons, and cost analysis.
- Work with service team on employee contributions and strategies to meet client’s budgetary needs.
- Assist with the preparation of quarterly and annual experience reports.
- Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars.
- Collect new client information and accurately record into client management system.
- Distribute client correspondence, communication materials, and compliance notes for the account management team.
- Assist with group applications and policy termination notices.
- Maintain an action calendar for the team.
- Scan, print, bind, and mail out necessary materials.
- Assist account management team in resolving claims and service issues.
- Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed.
- Assist with client 5500 processing as necessary.
- Other duties and special projects as assigned.
Compensation:
The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.
The company offers health insurance, retirement, continuing education benefits, paid time off, flexible schedule as long as fostering a consistent professional customer experience.
This role may also be eligible to participate in a discretionary annual incentive program.
Requirements:
- Education - High School graduate/GED required.
- Active Life & Disability license is required.
- Minimum of 1 years working experience in group health insurance or with a benefits brokerage/consulting firm.
- Effective communication and collaboration skills, both written and oral.
- Must be organized and able to manage time effectively.
- Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
- Professional demeanor and behavior required
Working Conditions:
- Work environment is indoors,
- Daily use of computers, keyboard, mouse, headset, printers, efax and other commonly used office equipment.
- This position may require flexibility to work hours outside of a regular schedule.