Benefit Specialist - Insurance Advisory Solutions

Baldwin Risk Partners, LLC; United States; Remote; USD 42,000 - 62,000; Full time

Job summary

Baldwin Risk Partners, LLC is seeking a Benefit Specialist to assist employees with questions on benefits, enrollment, and claims advocacy. You will serve as Tier 1 ECC support via phone and email, delivering timely, high-quality service to small accounts and coordinating with HR teams.

Responsibilities include documenting activities, supporting enrollment, and escalating issues to leadership. The role emphasizes accuracy, responsiveness, and strong insurance partner relationships.

Qualifications

• At least 1 year of call center experience or experience in Employee Benefits.
• Maintains licenses as required by the State Department of Insurance; may obtain within 90 days.

Responsibilities

• Assist benefit clients’ employees with benefits questions via phone and email (Tier 1 ECC).
• Document all activity in the online client file to ensure quality and responsiveness.
• Provide enrollment support and daily ECC call center and email support for ECC accounts.
• Escalate claims advocacy and build strong relationships with insurance partners.
• Know carrier requirements and look for process improvements, flagging issues to leadership.

Skills

Effective communication

Multi-tasking

Team collaboration

Time management

Client service orientation

Education

State licenses per DoI requirements

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.