Benefits Specialist

BBSI Portland; Vancouver (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

BBSI Portland is seeking an Employee Benefits Account Manager to serve as the primary contact for client and carrier inquiries and to manage enrollment processes.

You will review plan documents, draft client communications, and educate employees via meetings or webinars while ensuring compliance and accuracy in all plan materials.

Ideal candidates bring strong communication, Excel proficiency, and a collaborative mindset to thrive in a fast-paced benefits environment.

Qualifications

• :- Bachelor's degree preferred but not required
• - Prior broker experience with employer groups 100+ employees, benefit/insurance customer service and/or account administration, or related field preferred
• - An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
• - Must be a critical thinker, with strong communication, interpersonal, multi-tasking, and organizational skills
• - Excellent verbal and written communication skills
• - Advanced Excel
• - The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment
• - Strong communication, interpersonal, multi-tasking, and organizational skills required
• - Must be thorough, detail-oriented and is responsible for working with confidential information
• - Ability to accommodate immediate requests, perform under short deadlines and coordinate

Responsibilities

• Serve as the point of contact for client and carrier inquiries and provide a response to the inquiry in a timely manner ensuring accuracy.
• Create and maintain internal client files and records as needed, ensuring compliance with company policies and federal and state regulations.
• Attend and participate in client meetings serving as a Subject Matter Expert (SME) for procedural and administrative matters.
• Review plan documents (master application, master policy, summary plan description, administrative service agreements, etc.) ensuring information is complete and free of errors.
• Draft a variety of communication/education documents to be sent to the client announcing new plans or changes to existing plans. Conduct employee meetings or webinars to educate client’s employees.
• Works with clients and carriers to ensure the implementation of the plan paperwork and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner.
• Providing training and support to clients and their employees in regard to administrative procedures and how the benefits work.

Skills

Client relationship management

Communication skills

Excel

Multi-tasking

Organizational skills

Attention to detail

Problem solving

Team player

Confidential information handling

Education

Bachelor's degree

Tools

Excel

Job description

Job responsibilities as an Employee Benefits Account Manager:

• Serve as the point of contact for client and carrier inquiries and provide a response to the inquiry in a timely manner ensuring accuracy.
• Create and maintain internal client files and records as needed, ensuring compliance with company policies and federal and state regulations.
• Attend and participate in client meetings serving as a Subject Matter Expert (SME) for procedural and administrative matters.
• Review plan documents (master application, master policy, summary plan description, administrative service agreements, etc.) ensuring information is complete and free of errors.
• Draft a variety of communication/education documents to be sent to the client announcing new plans or changes to existing plans. Conduct employee meetings or webinars to educate client’s employees.
• Works with clients and carriers to ensure the implementation of the plan paperwork and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner.
• Providing training and support to clients and their employees in regard to administrative procedures and how the benefits work.

Qualifications

• Bachelor's degree from an accredited college or university preferred but not required
• Prior broker experience with employer groups of 100+ employees, benefit/insurance customer service and/or account administration, or related field preferred
• An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
• Must be a critical thinker, with strong communication, interpersonal, multi-tasking, and organizational skills.
• Excellent verbal and written communication skills
• Advanced Excel
• The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment.
• Strong communication, interpersonal, multi-tasking, and organizational skills required
• Must be thorough, detail-oriented and is responsible for working with confidential information
• Ability to accommodate immediate requests, perform under short deadlines and coordinate