Benefits Associate

Marsh Agency; San Diego (CA); On-site; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) retirement plan

Employee assistance programs

Job summary

Marsh McLennan Agency in San Diego seeks a Benefits Service Associate to provide administrative and project support to client service teams under supervision. This role prepares individuals for promotion to a Benefit Analyst position.

You will assist with insurance bidding and renewals, review data and materials, and coordinate creation of binders and presentations for open enrollment. This role offers growth into a analyst position and a competitive benefits package.

Qualifications

• Bachelor's degree preferred; 2+ years in a professional office setting acceptable in lieu of college.
• Proficiency with Outlook, Word, Excel, and PowerPoint to create, format and update documents and presentations.
• Familiarity with health insurance terminology and plan types (HMO, PPO, CDHP-HSA) is helpful.

Responsibilities

• Assist client service teams with the insurance bidding and renewal process.
• Review census data, plan design, rate information, experience data, and related materials for renewals.
• Prepare and coordinate creation of new/renewal binders and client presentations for enrollment communications.
• Learn to analyze coverage and premium options to meet client needs.

Skills

Attention to detail

Time management

Multitasking

Strong communication

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Under directsupervision of the ClientService Executive, provide administrative and projectsupport to client serviceteams. This positionwill work with a varietyof associates withina Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Assist clientservice teams with the insurance biddingand renewal process.
• Review censusdata, plan design, rate information, experience data, and relatedmaterials to ensure that necessary and accurate information is submittedto renew / continuethe policy.
• Work with carrierrepresentatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the statusof submissions to client serviceteam members to ensure marketingsubmissions are processeda timely manner.
• Using approvedtemplates, prepare and coordinate creation of new / renewal bindersand iPad presentations, open enrollment communications, and other client presentation materials.
• As skill and efficiency in performing the above duties develops, work with team members to learn howto analyze coverage and premium rate optionsto determine how best to meet client needs.
• Provide generaladministrative support to client serviceteams.
• Upload presentations to iPads and generally maintain iPads assigned to the Practice Group.
• Upload client data to mobile applications.
• Work with websitevendors to maintain client websites.
• Create and maintainwallet ID cards as requested.
• Process Brokerof Record lettersinternally and with carriers.
• Maintain client and carrier contactsin requested internal systems.
• Prepare client recordsto be filed following policyrenewals and on an ongoing basis.
• Update and assist in maintaining agency management and filingsystems upon renewaland during special projectrequests.
• Coordinate open enrollment and otherclient communication materials as requested.
• Research trends and update benchmarking templates as requested.
• Provide generalday-to-day supportto clients as skill and knowledge develops.
• Act as liaison for client to research and resolvecoverage, claim, and administrative problems.
• Escalate claim issues within the department and with our carrierpartners, using resources and knowledge of procedures.
• Recognize areasof concern and potential issues and work with client serviceteam to develop solutions.
• Adhere to internal processand procedures and keep abreastof changing regulations.
• Follow processes and procedures as outlined in the ProcedureManual.
• Attend departmental and carrier meetingsto gain an understanding of healthplan types and coverage options,and learn about changes/trends occurring in the insurance marketplace.
• Develop good relationships with otherson the client serviceteam.
• Share information with team members to createa network of information within the Department.
• Attend monthly serviceteam meetings and other meetings as requested.
• Provide back up to other service team members as requested.

EDUCATION AND/OR EXPERIENCE

Successful candidate will be a serviceoriented individual with high personalstandards and a hands-on work style.This position requiresan individual who is comfortable workingat a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managingfrequent interruptions.

This position interacts with and providesservice to internal associates and has contact with clients and vendors. The BenefitsService Associate must be positiveand approachable, have a professional demeanor, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:

• Bachelordegree is preferred. However,a minimum 2 years’ experience workingin a professional office settingproviding administrative support with a heavy emphasison accuracy and detailed work can be considered in lieu of college.
• Familiarity with the key features of commonly offeredplan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledgeof employee benefit insuranceterminology and coverageoptions preferred.
• Proficiency in using the internet and Microsoft Office applications to include Outlook,Word, Excel, and PowerPoint to create, format and updatedocuments, presentations, and spreadsheets which contain tables,charts, graphs and advanced formulas.
• Above averagemath skills to calculate ratios,rates and percentages.
• Demonstrated abilityto prioritize tasks, resolve problems,plan appropriately and make sound decisions within the scope of job responsibilities when there are changesin workload and when under the pressureof deadlines.
• Strong verbal and writing skillsto communicate in a concise, logicaland professional manner.
• Dependable with the self-initiative to follow throughon assignments and work productively with others in a team environment.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Ability to use computerkeyboard and sit in a stationary positionfor extended periodsas well as the use of officeequipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional overtime may be required.

The applicable base salary range for this role is $41,200 to $76,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.