What are the responsibilities and job description for the Senior Benefits Specialist position at VITA INSURANCE ASSOCIATES INC?

Job Description

Why You’ll Love This Opportunity!

Bring your expertise to Vita, where we value our people as our most important asset. As many organizations move toward a Return-to-Office model, we remain firmly committed to our remote-first culture, giving you the flexibility to thrive.

What we're looking for :

An individual who can effectively communicate how Employer Sponsored Health & Welfare Benefits work (e.g., Health, Dental, Vision, Life and AD&D, Disability, etc.).
An individual with experience working with mid-market to large employer groups.
An individual with experience configuring and maintaining Benefit-Administration systems (e.g., Employee Navigator, Ease, ADP, Rippling, Gusto, Workday, Paylocity, Paycom, etc.).
An individual with experience reading carrier source materials (e.g., SBC, Certificate of Insurance, Carrier summary, and contracts).
An individual with an understanding of Health & Welfare, COBRA, and Section 125 compliance rules and regulations.
An individual with knowledge of Pre-Tax Benefits (e.g., FSAs, HSAs, HRAs, and Commuter Benefits).
An individual with data entry experience.
An individual with experience interfacing with client contacts by phone and email.
An individual with experience using Customer Relationship Management (CRM) software (e.g., Microsoft Dynamics, Salesforce).
An individual with strong attention to detail and a commitment to maintaining data accuracy in all aspects of benefits administration.
An individual with analytical prowess, capable of identifying process improvements and addressing operational inefficiencies.
An individual who is adaptable and continuously seeks to stay updated with evolving industry regulations and system innovations.
An individual with technical proficiency who leverages digital tools to enhance client support and internal operations.
An individual with excellent interpersonal skills who collaborates seamlessly with internal teams to support our client-centric framework.

Client ‐ Centric Framework

At Vita, our client support approach is guided by the principle of creating outstanding experiences. We ask ourselves every day : Would our clients enthusiastically recommend us to a friend or colleague? Every interaction is a chance to :

Deliver an experience that enriches lives and forges lasting relationships.

Provide knowledgeable, superior service that consistently exceeds expectations.

Job Responsibilities

Tactical Support : Deliver key tactical outcomes in support of client accounts.

Daily Account Ownership : Manage daily activities that underpin our client-facing solutions.

Client Interfacing : Communicate effectively with customer contacts, active employees, and COBRA-qualified beneficiaries by phone and email.

Administrative Excellence : Perform critical administrative tasks tailored to each client’s needs (e.g., census creation, document customization, DP imputed income worksheet, OE packets, etc.).

Carrier Materials Management : Obtain, integrate, and post carrier materials, including SBC, CBS, and enrollment / change forms.

Data Accuracy : Resolve benefits file feed discrepancies.

System Setup : Establish new clients, plans, carrier information, and rates within our database.

Material Creation : Create and maintain employee-facing materials (e.g., summary of benefits).

Documentation : Complete implementation and renewal spreadsheets while keeping databases current.

Quality Assurance : Provide backup proofreading and document review.

System Support : Ensure the Benefit Administration / HRIS system is updated and accurate.

HR Administration : Provide additional HR administrative support as needed.

Continuous Learning : Show consistent growth in industry knowledge.

CRM Utilization : Effectively use our Customer Service Management (CRM) system to track service and maintain client information.

Performance : Meet or exceed all established performance standards.

Process Improvement : Proactively identify and implement workflow enhancements that drive efficiency and improve overall service quality.

Requirements

High school diploma required; Bachelor’s degree preferred.

Strong written and verbal communication skills.

Ability to work proactively and independently.

Comfortable and confident using a camera for virtual meetings.

Minimum typing speed of 45 WPM.

Self-motivated and driven to succeed.

1 year of relevant experience.

Health, Life, Accident Insurance Producer license preferred (required within 60 days of start).

Proficiency in Microsoft Office 365 apps (Word, Excel, Outlook, Teams, and Dynamics CRM) is a plus.

Familiarity with common industry software (e.g., Employee Navigator, Ease, ADP, Rippling, Gusto, Workday, Paylocity, Paycom, and Wex) is a plus.

Ability to travel for client-facing and internal commitments.

We encourage applicants who believe they can excel in this role, regardless of whether all requirements are met. At Vita, we believe that excellence comes from diverse backgrounds and experiences.

Vita

The Vita Companies is an employee benefits brokerage and consulting firm dedicated to providing unsurpassed knowledge and service. Our success is built on four core values :

Knowledge : A relentless commitment to enriching lives.

Service : Delivering service that consistently makes life easier and better.

Excellence : Pursuing measured excellence in every endeavor.

Relationships : Building meaningful, lasting relationships.

Rewards

Salary is dependent on location, experience, and education. We offer an excellent benefits package, including medical, dental, vision, long-term disability, life insurance, a 401(k) plan with employer matching, a bonus program, and a comprehensive wellness program with incentives.

VITA IS AN EQUAL OPPORTUNITY EMPLOYER

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