Benefits Specialist

  • location: Independence, OH
  • type: Contract
  • salary: $20 - $28 per hour
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job description

Benefits Specialist

job summary:
This position is a key part of the Sales Team responsible for supporting various aspects of the sales process including but not limited to producing compliant benefit summaries and managing the hand-off process to implementation for new and renewing cases. This person will be the liaison between the Sales team and internal partners (e.g. Admin Staff, Implementation, Commissions). The role will also have external facing responsibilities with Clients and Brokers providing back-up support to the Sales team on escalated issues. This person must be capable of working independently while demonstrating sound judgment.

location: Independence, Ohio
job type: Contract
salary: $20 - 28 per hour
work hours: 8 to 5
education: No Degree Required
experience: 1 Years
Benefit Administration

  • Produce and maintain benefit summary templates
  • Produce benefit summaries for prospects, new business and renewals
  • Partner with the NBM and/or CM to ensure that the Clients' needs / expectations are met
  • Partner with Product and Compliance on issues as needed
  • Stay current with case installation requirements / changes and sales tools
Case Installation

  • Partner with NBM and/or CM to initiate case set-up after case sells/renews
  • Identify / own the required paperwork / forms for installation of new business / renewals while ensuring accuracy and completeness
  • Provide the hand-off of case related paperwork to the Implementation Team to begin case installation
  • Monitor the sales timeline to ensure adherence
  • Coordinate with Admin staff on producing / printing /ordering /assembling of Client materials such as enrollments kits
  • Proactively follow-up with Client and /or Broker on any missing / incomplete information
Build relationships with Client and /or Broker to enhance the Client experience

  • Coordinate with Admin staff on producing / printing /assembling packages
  • Initiate dental / CGI quote for up-sell on renewal as requested by CM or as defined by market strategy
Internal Support

  • Handle Broker onboarding by initiating evites
  • Act as back-up / point person for NBM / CM for Client and /or Broker questions
  • Act as a resource to Manager / others on special projects
  • Provide out-of-office support as needed

  • High School Diploma or equivalent required; BA/BS highly preferred or equivalent relevant work experience
  • Demonstrated knowledge of health insurance or employee benefit experience
  • Ability to work independently as well as in a team environment and proactively with internal and external partners
  • Ability to consistently meet tight deadlines and work under pressure
  • Excellent communication, organization and presentation skills
  • Ability to quickly understand the Clients' needs and expectations
  • Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required
skills: Other
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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