Employee Benefits Specialist - NYC

Connerstrongbuckelew; New York (NY); On-site; USD 75,000 - 92,000; Full time

Job summary

Conner Strong & Buckelew is seeking an Employee Benefit Specialist to service a book of business, lead vendor implementations, and develop open enrollment communications. You will manage data for renewals and RFPs, and be a key contact for benefit-related inquiries.

The role involves interpreting benefit plan materials, coordinating with carriers, and supporting client meetings. Strong organization and client service skills are essential.

Qualifications

• College degree required with a major or minor in Risk Management or HR strongly preferred.
• Minimum 2 years’ experience in Health and Benefits required.
• Life and Health License preferred.
• Proficiency in Microsoft Word, Excel and PowerPoint.

Responsibilities

• Work directly with clients and consulting team to provide excellent day-to-day service.
• Maintain and audit client information in Image Right; ensure accuracy.
• Prepare client renewal letters and manage data for renewals and RFPs.
• Review SBCs, SPD, and benefit materials for accuracy across client book of business.
• Coordinate with carriers and internal teams to obtain required data on time.
• Attend client meetings and participate in staff trainings as needed.

Skills

Interpersonal skills

Client service

Analytical ability

Education

College degree in Risk Management or HR

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Job Summary: As a key member of the service team, the Employee Benefit Specialist is responsible for assisting in servicing a book of business. This position is involved in pro-active client management via assistance in the preparation of client presentations, managing data collection for renewals and the RFP process, leading vendor implementations, developing open enrollment communications and resolving elevated claim issues. This position is an important point of contact for the day-to-day servicing of clients and is expected to respond to and resolve client requests on a wide variety of benefit topics with limited assistance from the Associate/Senior Associate Consultant. This role is also responsible for managing the internal processes and procedures involved with client record retention.

Principal Responsibilities

• Work directly with clients and consulting team to provide excellent day-to-day service.
• Maintain Image Right; audit annually to ensure that accurate, up to date information is filed appropriately.
• Create the client calendar on an annual basis for each client in the book of business and maintain in Image Right.
• Create the annual “client renewal letter” for each client in the book of business and maintain in Image Right.
• Ensure that fee agreements and/or disclosures are released on a timely basis; maintain in Image Right.
• Update Benefit Point when changes are made including, but not limited to: rates, plan designs, vendors, commissions, contacts.
• Answer or get assistance to answer client questions on a variety of benefit topics including, but not limited to: coverage clarification, plan structure, rates, claims and billing, compliance questions and others.
• Review Summaries of Benefits Coverage (SBC), Summary Plan Documents (SPD), and other benefit plan materials for accuracy for all lines of coverage for each client in the book of business.
• Manage interactions with carriers to ensure that required data is received on a timely basis Work with internal service teams (wellness, communications and compliance, member advocacy) on tactical deliverables.
• Assist with the preparation of client work products including but not limited to: gathering and comparing benchmarking data for client presentations, assisting the Associate/Senior Associate Consultant in collecting data for RFPs, tracking RFP responses, acting on awarded RFPs, updating and peer reviewing presentations for clients before final review by consultants or Practice Leaders and collection of Schedules required for 5500 filings.
• Attend client meetings as appropriate.
• Attend staff meetings, trainings and carrier programs as suggested by management.
• Perform other tasks, duties and functions as assigned from time to time in the routine client management
• Work independently on special projects related to client facing or departmental

Requirements

• College degree required with a major or minor in Risk Management or HR strongly preferred.
• Minimum 2 years’ experience in Health and Benefits required.
• Life and Health License preferred.
• Exceptional organization and client service s
• Excellent interpersonal, analytical, written and verbal communication
• Ability to develop strong working relationships with all levels of an organization and adapt communication approach to the specific client, consultant, vendor, carrier or other business partners.
• Proficiency in Microsoft products; Word, Excel and PowerPoint
• Authorized to work in the United States on a full-time basis without Company sponsorship.

Specialized Knowledge or Licenses

• Life and Health License preferred

Salary for this position ranges from $75,000.00 - $92,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.

Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.

Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.