Role overview

Responsibilities

Assist with the implementation of new group benefits plans, including coordinating documentation, setup, and communication with clients and carriers.
Provide ongoing administration and support for existing group benefits plans.
Respond to client, advisor, and member inquiries in a prompt, professional, and friendly manner.
Assist clients and plan members with questions regarding benefits, coverage, eligibility, claims, plan changes, and general policy administration.
Liaise with insurance carriers and providers to resolve issues and obtain information on behalf of clients.
Prepare and maintain accurate client and plan documentation.
Regularly update and maintain client files and information within the company's CRM.
Manage departmental documents, records, and administrative processes.
Utilize group benefits quoting software, insurance carrier portals, Zoom, DocuSign, and other technology platforms.
Assist with benefit plan renewals, amendments, employee changes, and other ongoing client servicing needs.
Follow up on outstanding items to ensure requests are completed accurately and on time.
Perform general administrative duties, including scanning, printing, photocopying, mail, and other office support as required.
Stay current with changes in the group benefits and insurance industry, carrier requirements, and best practices.
Identify opportunities to improve internal processes and contribute to a positive client experience.

Requirements

3+ years of experience in group benefits administration or a related insurance role.
Strong understanding of group benefits and an interest in continuing to develop your industry knowledge.
Excellent written and verbal communication skills.
A professional, friendly, and service-oriented approach.
Strong organizational and time-management skills with the ability to manage multiple priorities.
Excellent attention to detail and a commitment to accuracy.
A proactive, resourceful approach to problem-solving
Comfortable working independently while also being a collaborative team player.
Strong computer skills and the ability to learn new software and systems quickly.
A willingness to learn and enthusiasm for building a long-term career in the insurance industry.
University or college education is preferred, but relevant industry experience will also be considered.