Voluntary Benefits Specialist

About the role

Our team is growing, and we are looking for an Account Manager for our voluntary benefits team. In this role, you will support Account Executives in servicing assigned book of benefits accounts, build and maintain client relationships, provide customer service for assigned accounts, handle daily emails and phone calls from clients, vendors, and other team members, assist clients with resolution of claims, billing, and other day-to-day service issues, maintain electronic filing and required data in Benefit Point (agency management system), attend and present in client meetings and open enrollment meetings as needed, prepare, print, and, in some cases, deliver communication material to clients, review contracts, plan documents, and plan summaries for accuracy, prepare benchmark reporting, assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents, and participate or assist in the new business process.

Responsibilities

• Support Account Executives in servicing assigned book of benefits accounts
• Build and maintain client relationships
• Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
• Aid clients with resolution of claims, billing, and other day-to-day service issues
• Maintain electronic filing and required data in Benefit Point (agency management system)
• Attend and present in client meetings and open enrollment meetings as needed
• Prepare, print, and, in some cases, deliver communication material to clients
• Review contracts, plan documents, and plan summaries for accuracy
• Prepare benchmark reporting
• Aid team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents
• Participate or assist in the new business process

Requirements

• 2-5 years of Employee Benefits experience, preferably experience with voluntary benefits
• High school diploma required, college degree preferred
• Proficiency in MS Office
• Excellent written and oral communication skills
• Excellent organizational and prioritization skills
• High attention to detail essential
• Client presentation experience preferred
• Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Qualifications

• 2-5 years of relevant experience
• Negligible required travel
• High school or equivalent education

Skills

• Employee Benefits experience, preferably experience with voluntary benefits
• MS Office proficiency
• Written and oral communication skills
• Organizational and prioritization skills
• Attention to detail
• Client presentation experience
• Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Benefits

• Medical/dental/vision/life insurance
• 401k matching program
• Health Savings Account funding
• Voluntary insurance options
• Generous time-off policies
• A work/life balance
• Growth opportunities
• Comprehensive benefit and total compensation packages
• Health/dental/vision/life/disability insurance
• FSA, HSA and 401(k) accounts
• Paid-time-off benefits such as vacation, sick, and personal days
• Eligible bonuses, equity and commissions for some positions

Pay

The annual compensation for this position ranges from $60,000.00 to $80,000.00 annually, depending on experience and working location, as well as the specific position’s business line, scope, and level.

Schedule

This is a hybrid role, requiring three days per week in the office.