Senior Benefits Specialist - MidMarket

Responsibilities

• Serves as dedicated Benefits Specialist for Middle Market clients.
• Maintains a lead role for benefits information and processes for key client contacts by ensuring operational benefit processes are followed.
• Seeks to identify, analyze, and resolve problems effectively and makes effective, timely, and informed decisions.
• Researches and formulates responses to complex benefit issues that could impact the client relationship by proactively reviewing possible issues that the client or employee may encounter regarding benefits.
• Identifies and formulates a relationship with the client benefits contact.
• Ensures Insperity and clients are in compliance with benefit laws and regulations by preparing clear, concise, and well-organized communication and presentations using Health & Welfare Legal approved language.
• Attends all benefit related trainings.
• Delivers benefit education presentations to worksite employees in-person and virtually to inform them of Insperity’s welfare and wellbeing benefits, which assists them in making informed choices about their benefits.
• Addressees challenges within the presentation setting while maintaining a high degree of quality and professionalism.
• Serves as a leader on benefit projects and ensures completion of objectives by making effective, timely, and informed decisions.
• Maintains internal relationships ensuring the timely exchange of information.
• Ensures appropriate due diligence is applied to clients’ unique circumstances (i.e., COBRA takeovers, deductible credits, transition of care).
• Educates clients and ensures that they gain a broad knowledge of policies and procedures regarding all benefits.
• Serves as a liaison on new and existing technologies and benefits products.
• Recognizes issues and determines actions needed to advance the decision-making process.
• Researches issues while escalating appropriately to internal/external entity for timely resolution and recommends benefit solutions through partnering with internal/external partners.
• Identifies trends and makes recommendations for improvement which includes data and facts.
• Identifies root causes and addresses problems in ways that lead to innovative solutions.
• Provides pertinent information to team members based on client interactions and observations relevant to ongoing service needs.
• Collaborates with internal partners to remain updated on new laws and trends.
• Recognizes external/internal risks and develops alternatives.
• Demonstrates mastery of all Insperity Plan Documents.
• Generates ideas, explanations, or solutions to address current and future challenges related to benefits.
• Establishes effective relationships with Contact Center, Health & Welfare and vendor/carriers to provide proactive communication and identify timely resolutions to escalated issues.
• Leverages those relationships to better understand the ‘WHY’ as it relates to all Insperity Governing Documents.
• Serves as mentor, Subject Matter Expert, or project team member to improve the performance of processes or people.
• Analyzes benefit information supplied by clients and worksite employees.
• Reviews reports and documents that impact benefit coverage and shares relevant updates with team members and clients.
• Supports process and audit efforts to ensure integrity and accountability for Sarbanes-Oxley, ERISA, and HIPAA compliance.

Qualifications

• A High School Diploma or equivalent is required.
• A Bachelor’s Degree is preferred.
• Five to seven years of work experience in customer service, HR Onboarding, or Benefit Administration, or a minimum of two years equivalent work experience with Insperity or PEO Industry is required.
• Five to seven years of experience in healthcare claims and benefit administration is required.
• A Group Benefit Associate (GBA) certification is preferred.
• Ability to serve customers in a team environment.
• Demonstrated ability to provide customer-focused interaction with clients via phone, email, and in person.
• Demonstrated ability to communicate accurate information to internal teammates and external clients and to ensure understanding by recipient.
• Ability to interact with multiple internal and external business units.
• Ability to communicate and present ideas clearly and concisely.
• Communicates effectively, both verbally and in writing.
• Ability to handle multiple projects and tasks simultaneously in an efficient and timely manner.
• Ability to use Microsoft Office programs proficiently (Intermediate required, advanced preferred) and demonstrates ability to learn other application programs as needed.