Benefits Administrator II

USI Insurance Services; San Jose (CA); On-site; USD 59,000 - 62,000; Full time

Job summary

USI Insurance Services in San Jose, CA is seeking a detail-oriented benefits administrator to coordinate day-to-day customer service and support internal service teams. You will ensure new business, renewals, and broker letters meet carrier requirements, acting as a liaison between carriers and staff.

Responsibilities include mentoring staff, assisting with renewals and onboarding, data entry, and handling inquiries from brokers and carriers.

Qualifications

• 3+ years of employee benefits experience.
• High School Diploma or GED required; Bachelor’s degree a plus.
• Knowledge of Health and Ancillary plans, carriers, and quoting abilities preferred.
• Strong attention to detail and data entry accuracy.
• Ability to set priorities and meet deadlines.
• Ability to work independently and in a fast-paced, team environment.
• Strong verbal and written communication skills.
• Proficient in Microsoft Office Excel (formatting and formulas).

Responsibilities

• Mentor internal staff on benefits products and processes.
• Assist with quoting renewal options and new business.
• Provide follow-up communication and approvals for brokers on plan changes and enrollment issues.
• Provide renewals to appropriate Brokers.
• Enter data into commission database.
• Respond to carriers, internal staff, and broker questions; assist with claims and billing problems.
• Maintain client database and case files with implemented workflows.
• Assist with training Brokers.
• Coordinate with internal team to ensure service and turnaround times meet standards.
• Develop and maintain relationships with carriers and internal staff.

Skills

Benefits knowledge

Communication skills

Team coordination

Independence

Time management

Education

High School Diploma or GED

Bachelor’s degree a plus

Tools

Microsoft Excel

Job description

General Description

Responsible for coordination of day-to-day customer service and supporting internal service team. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier. Act as a liaison between the insurance carrier and internal staff.

Responsibilities

• Mentor internal staff on products and processes. Assist with onboarding of new team members.
• Assist with quoting renewal alternatives and new business.
• Provide internal staff with follow-up communication. Includes approvals for Brokers on plan changes and open enrollment issues.
• Provide renewals to appropriate Brokers.
• Enter data into commission database.
• Respond to carriers, internal staff, and/or broker questions. Assist with claims and billing problems.
• Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
• Assist with training Brokers.
• Communicate regularly with management and team members on all aspects of administration.
• Coordinate with internal team to ensure service and turn‑around times meet Emerson Rogers standards.
• Develop and maintain strong working relationships with carriers and internal staff.

Knowledge, Skills And Abilities

• 3+ years of employee benefits experience. Prior experience in a group benefits environment preferred.
• High School Diploma or GED degree required. Bachelor’s degree a plus.
• Knowledge of Health and Ancillary plans, carriers, and quoting abilities preferred.
• Strong attention to detail. Efficient and accurate administrative and data entry skills.
• Ability to set priorities and manage deadlines.
• Ability to work independently and in a fast‑paced, team environment.
• Strong verbal and written communication skills.
• Working knowledge of Microsoft Office Excel. Includes experience with formatting and formulas.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

$54k-$57k Phoenix AZ

$59K-62K San Jose, CA