Benefits Client Success Specialist: Open Enrollment Pro

Jobtailor; Irvine (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in Irvine, CA seeks an experienced employee benefits professional to manage open enrollment, renewal workflows, and client communications. You will coordinate with carriers and vendors, oversee compliance tasks, and drive process improvements.

This role requires 1–3+ years in a brokerage or related service role, a bachelor's degree, and licenses. Strong Excel and MS Office skills, attention to detail, and the ability to work across time zones are essential.

Qualifications

• Bachelor's degree preferred in business, HR, finance, or related field.
• 1-3+ years of employee benefits experience in brokerage, carrier, or client service.
• Must hold or obtain and maintain insurance licenses for the role.
• Strong verbal and written communication skills.
• Familiarity with renewal workflows and benefits processes.

Responsibilities

• Own assigned client tasks, meet due dates, and track progress in the Agency Management System.
• Lead process execution and cross-functional coordination for assigned clients.
• Oversee open enrollment activities within renewal timeline.
• Identify discrepancies and root causes; resolve issues.
• Support COBRA, EOI, notices, and plan documentation.
• Coordinate with carriers, vendors, teams, clients, and members to resolve escalated issues.
• Advise colleagues and partners on complex eligibility and benefits questions.
• Create client-ready documentation and recommendations.
• Prepare renewal materials and open enrollment instructions.
• Identify and contribute to process improvements.
• Support implementations and open enrollment by identifying service risks.
• Support retention and growth of an assigned book of business.
• Participate in open enrollment calls and meetings as a knowledgeable contact.

Skills

Employee Benefits

Agency Management Systems

Microsoft Excel

Data Analysis

Cross-Functional Coordination

Education

Bachelor's degree in business, human resources, finance, or related field

Tools

Agency Management Systems

Microsoft Office

Payroll Technology Systems

Digital Workflow Platforms

AI-Enabled Tools

Job description

Jobtailor in Irvine, CA seeks an experienced employee benefits professional to manage open enrollment, renewal workflows, and client communications. You will coordinate with carriers and vendors, oversee compliance tasks, and drive process improvements.

This role requires 1–3+ years in a brokerage or related service role, a bachelor's degree, and licenses. Strong Excel and MS Office skills, attention to detail, and the ability to work across time zones are essential.