Jobs · Pennsylvania

Employee Benefits Account Specialist

Foundation Risk Partners · Philadelphia, PA · 2 days ago
Hybrid$50k/yrFull-time

Key Responsibilities

  • Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols
  • Support the various pre-renewal/renewal/post-renewal and wellness activities
  • Cook up data gathering for reporting efforts (analytical, compliance, etc.)

Essential Duties

  • As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:
  • Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)
  • Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations)
  • Completing/fulfilling assigned implementation tasks associated with client related projects
  • Cooking up regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year
  • Preparing standard and ad-hoc reports (as needed)
  • Tracking receipt of deliverables and updating the Annual Action Plan to ensure both the accuracy and timeliness of materials
  • Participating (whenever appropriate) in client meetings/presentations
  • At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).
  • Absolutely coordinating Open Enrollment activities (includes conducting meetings)
  • Maintaining internal systems (i.e. BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements
  • Performing necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns
  • Interacting with carriers and vendors on behalf of the client and the team

Qualifications

  • Strong attention to detail, well organized and responsive
  • Strong desire and willingness to learn all aspects of: CSG suite of services and available solutions, Insurance and healthcare related products, Regulatory and compliance related matters (including healthcare reform)
  • Proficient in Microsoft Excel, PowerPoint and Word
  • Ability to quickly learn new skills
  • Comfortable working independently as well as in a team environment
  • Ability to establish relationships
  • Strong oral and written communication skills
  • Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
  • Basic understanding of insurance and healthcare

Qualifications

  • Bachelor’s Degree preferred
  • State Specific Resident Life & Health License is required within six months from date of hire

Pay

$50,000 USD - $65,000 USD

Benefits

  • Comprehensive health-related benefit options including medical, vision, and dental
  • 401(k) with company match
  • Company-paid life insurance
  • Short-term disability (STD)
  • Long-term disability (LTD)
  • Generous paid time off policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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