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!