Employee Benefits Specialist

About The Opportunity

We are seeking a detail-oriented and client-focused Employee Benefits Specialist to join a growing insurance agency. This role will support Employee Benefits producers and clients by managing renewals, servicing accounts, preparing proposals, and ensuring a high level of customer satisfaction. The ideal candidate thrives in a fast-paced environment and has a strong understanding of employee benefits programs and insurance operations.

Key Responsibilities

• Manage day-to-day service needs for Employee Benefits clients.
• Prepare renewal documents, benefit comparisons, and marketing materials.
• Cook up with carriers to obtain quotes, policy information, and coverage updates.
• Cook up with carriers to obtain quotes, policy information, and coverage updates.
• Cook up with carriers to obtain quotes, policy information, and coverage updates.
• Aid in open enrollment meetings and employee education initiatives.
• Review policies and plan designs for accuracy and compliance.
• Process applications, policy changes, and renewals.
• Respond to client inquiries regarding medical, dental, vision, life, disability, and voluntary benefits.
• Maintain accurate client records and documentation within agency management systems.
• Support producers in new business development and account retention efforts.

Qualifications

• 2+ years of Employee Benefits insurance experience preferred.
• Life & Health License preferred or ability to obtain quickly.
• Knowledge of group health, dental, vision, life, disability, and voluntary benefits.
• Strong communication and relationship-building skills.
• Excellent organizational skills with the ability to manage multiple priorities.
• Proficiency with Microsoft Office and agency management systems.
• Experience working with carrier portals and enrollment platforms is a plus.