Benefits Associate

Carroll Insurance Agency; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Carroll Insurance Agency in Houston, TX is seeking a detail-oriented Benefits Associate to support enrollment technology, carrier connectivity, reporting, billing reconciliation, compliance, and policy maintenance. You will build and maintain Employee Navigator for Open Enrollment, manage enrollment activity, review carrier reports, coordinate EDI/API connections, and assist with Medicare compliance.

This on-site role requires organization, data proficiency, and the ability to work with multiple

Qualifications

• Life & Health insurance license preferred or willingness to obtain.
• Excellent organization and follow-through.
• Comfortable working with data, spreadsheets, and multiple technology platforms.
• Strong problem-solving skills and the ability to research discrepancies through resolution.
• Professional written and verbal communication skills. Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Previous employee benefits, insurance, HR administration, billing, or related experience preferred.
• Employee Navigator and/or Applied Epic experience is a plus.
• Experience with EDI/API/834 carrier connections is a plus.

Responsibilities

• Build and maintain Employee Navigator (ENAV) for new clients, Open Enrollment, and benefit changes.
• Manage enrollment activity, including employee additions, terminations, and Qualifying Life Events (QLEs).
• Review carrier discrepancy reports and work with carriers and internal team members to research and resolve issues.
• Coordinate and maintain EDI/API and 834 carrier connections.
• Perform billing audits and prepare billing discrepancy, deduction, enrollment, and other client reports.
• Assist with Medicare compliance and 1094 reporting.
• Collect census, HB2015, and other required client information.
• Maintain activities and documentation within Applied Epic.
• Work closely with Account Managers, carriers, clients, and other Benefits team members to keep enrollment and policy information accurate and up to date.

Skills

Insurance license (preferred)

Organizational skills

Data & spreadsheets

Problem-solving

Written & verbal communication

Multi-priority management

Benefits/HR experience

ENAV/Applied Epic experience

EDI/API knowledge

Tools

Employee Navigator

Applied Epic

EDI/API connections

Job description

Job Type

Full-time

Description

We are seeking a detail-oriented and tech-savvy Benefits Associate to join our Health & Benefits team. This role provides technical and administrative support with a focus on enrollment technology, carrier connectivity, reporting, billing reconciliation, compliance, and policy maintenance.

Key Responsibilities

• Build and maintain Employee Navigator (ENAV) for new clients, Open Enrollment, and benefit changes.
• Manage enrollment activity, including employee additions, terminations, and Qualifying Life Events (QLEs).
• Review carrier discrepancy reports and work with carriers and internal team members to research and resolve issues.
• Coordinate and maintain EDI/API and 834 carrier connections.
• Perform billing audits and prepare billing discrepancy, deduction, enrollment, and other client reports.
• Assist with Medicare compliance and 1094 reporting.
• Collect census, HB2015, and other required client information.
• Maintain activities and documentation within Applied Epic.
• Work closely with Account Managers, carriers, clients, and other Benefits team members to keep enrollment and policy information accurate and up to date.

Qualifications

• Life & Health insurance license preferred or willingness to obtain.
• Excellent organization and follow-through.
• Comfortable working with data, spreadsheets, and multiple technology platforms.
• Strong problem-solving skills and the ability to research discrepancies through resolution.
• Professional written and verbal communication skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Previous employee benefits, insurance, HR administration, billing, or related experience preferred.
• Employee Navigator and/or Applied Epic experience is a plus.
• Experience with EDI/API/834 carrier connections is a plus.

***This is not a remote position***

All applicants must be authorized to work in and currently reside in the United States.

NO AGENCIES OR 3RD PARTY INQUIRIES