Benefits Analyst

Higginbotham Payroll Services LLC; Fort Worth (TX); On-site; USD 65,000 - 82,000; Full time

Job summary

Higginbotham Insurance Agency, Inc. is seeking a Benefits Analyst to interpret SBCs, SPDs and client benefit information, accurately completing the PRD and benefit templates. You will work with the Project Manager to implement the required collateral and ensure data accuracy across formats.

The role requires attention to detail, strong organizational skills, and up-to-date knowledge of benefits regulations. Proficiency with Microsoft Office, Asana, and Monday.com is preferred.

Qualifications

• Ability to work in a fast-paced environment with error-free output.
• Highly motivated self-starter who works independently to accomplish goals.
• Strong time management and attention to detail.
• Stay up-to-date with changes in benefits regulations and industry trends.
• Proficient with Microsoft Office, Asana, and Monday.com.
• Team player with positive approach and strong communication.
• Commitment to continuous learning.

Responsibilities

• Interpret SBCs, SPDs, benefits summaries and marketing data and ensure accurate transfer to PRD and benefit templates.
• Collaborate with Project Manager to understand changes and collateral needed for the client.
• Gather background information and ask relevant questions to enable project completion.
• Review work for consistency, accuracy, and completeness.
• Inform Project Manager and Content Writer when information is ready for next steps.

Skills

Attention to detail

Organization

Communication skills

Team player

Microsoft Office

Asana

Monday.com

Health insurance knowledge

Education

General lines insurance license preferred

Tools

Applied Epic

Job description

The BenefitsAnalyst is responsible for interpretingSummariesof Benefits and Coverage(SBCs) and anyclient-specific benefit information provided to accurately complete the department's Project Requirements Document (PRD), and benefit book templates.

Key Responsibilities:

• Work with the Project Manager to understand thechanges needed or the collateral to be created for the client.
• Obtainall necessary background information and materialsandaskrelevantquestionsto enableprojectcompletion.
• Effectively interpret SBCs, SPDs, benefits summaries and marketing spreadsheets and ensure the information is accurately transferred to or annotated in the PRD and other benefit templates.
• Review all work for consistency, accuracy, and wholeness.
• Ensure edits consistently follow our Higginbotham standard for benefits information.
• Promptly inform Project Manager and Content Writer when information is readyfor next steporwheninformationneeds to be clarified or provided.
• Comply withorganization and usage of content library.
• Balance a workload of several competing assignments with quick turnaround times.
• Proactively identify opportunitiesand work with teamto improve processes.

Specific Knowledge, Skills and Abilities:

• Abilityto work in a fast-paced environment and produce error-free work.
• Highly motivated self-starter who works independently to accomplish goals.
• Strong organization and time management skills, with attention to detail.
• Stayup-to-datewith changes in benefits regulations, industry trends, and best practices to ensure our communication efforts remain compliant and competitive.
• Computer skillsand tools,includingMicrosoft Office, Asana, and Monday.com.
• Team player with positive approach.
• Exceptional communication skills, both verbal and written.
• Commitment to continuous learning.

Experience and Education:

• Minimum ofthreeyears of experienceinhealth insurance.
• General lines insurance license preferred.

Physical Requirements:

• Ability to sit or stand for long periods of time.
• Repeated use of sight to read documents and computer screens.
• Repeated use of hearing and speech to communicate on telephone and in person.
• Repetitive hand movements, such asworking onkeyboardandwriting.

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgement of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Systems:

• Proficient with Microsoft Office Suite
• Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching, and stretching in all directions

Notice to Recruiters and Staffing Agencies:To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.