Benefit Specialist - Insurance Advisory Solutions

Baldwin Group Colleague; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Baldwin Group Colleague is seeking a Benefit Specialist to assist benefit clients' employees with benefits questions, enrollment support, and claims advocacy through Tier 1 ECC support via phone and email.

You will document activity, provide enrollment assistance for small group accounts, and act as the main point of contact with HR for timely, high-quality service.

Qualifications

• This includes the ability to learn benefits and communicate clearly.
• Strong verbal and written communication skills are essential.
• Experience in call center or employee benefits is a plus.
• Ability to manage multiple tasks and meet deadlines.
• Demonstrates alignment with the firm's culture and values.

Responsibilities

• Maintains timeliness and completeness when interacting with clients and partners.
• Documents all activity in on-line client file for quality and responsiveness.
• Provides enrollment support for designated small group accounts.
• Handles Tier 1 ECC calls and emails for benefit accounts.
• Provides escalated claims advocacy and builds insurer relationships.
• Knows carrier requirements and attributes.
• Identifies opportunities to improve processes and raises issues to leadership.

Skills

Presentation skills

Benefits knowledge

Explain benefits

Multi-tasking

Team communication

Company values

Job description

The Benefit Specialist assists benefit clients' employees with questions regarding benefits, claims advocacy, enrollment support, and communications via phone and email as Tier 1 ECC support.

PRIMARY RESPONSIBILITIES

• Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims.


• Documents all activity in on-line client file to ensure quality and responsiveness.


• Personally, provides prompt, efficient, high-quality service to designated small group accounts (less than 10 lives) Interacts with HR as main point of contact Processes benefit administration as needed


• Provides enrollment support.


• Provides daily (Tier 1) Employee Care Center Call Center Support for ECC accounts.


• Provides daily (Tier 1) Employee Care Center email support for ECC accounts.


• Provides escalated Claims Advocacy for clients. Cultivates strong relationships with insurance company partners.


• Is responsible for knowing carrier requirements and attributes


• Looks for opportunities to improve the firm, business segment and processes.


• Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES

• Effective presentation skills in both verbal and written communications.


• The ability to learn benefits and grow in product knowledge.


• The ability to apply knowledge and experience to explain benefits to members in clear and relatable terms.


• Capable of multi-tasking and prioritizing workloads while adhering to deadlines.


• The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.


• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

EDUCATION & EXPERIENCE

• At least 1 year of call center experience and/or experience working in Employee Benefits, with an emphasis on handling client issues


• Certification(s): None required; None preferred


• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required;


• Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

IMPORTANT NOTICE

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.