Employee Benefits Specialist - NYC

Conner Strong & Buckelew; New York (NY); On-site; USD 75,000 - 92,000; Full time

Job summary

Conner Strong & Buckelew is seeking an Employee Benefit Specialist to join the service team and support a book of business.

You will aid in pro-active client management, prepare client presentations, manage renewal data, lead vendor implementations, and develop open enrollment communications while resolving elevated claim issues. This role serves as a primary contact for day-to-day client servicing.

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.
• Exceptional organization and client service.
• Excellent interpersonal, analytical, written and verbal communication.
• Ability to develop strong working relationships with all levels of an organization and adapt communication.
• Proficiency in Microsoft products; Word, Excel and PowerPoint.
• Authorized to work in the United States on a full-time basis without Company sponsorship.

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 and maintain in Image Right.
• Create the annual client renewal letter for each client and maintain in Image Right.
• Ensure fee agreements and disclosures are released on a timely basis; maintain in Image Right.
• Update Benefit Point with changes including rates, plan designs, vendors, and contacts.
• Answer or obtain assistance to answer client questions on a variety of benefit topics.
• Review SBCs, SPD, and other materials for accuracy for all lines of coverage.
• Manage carrier interactions to ensure timely data; coordinate with internal teams on deliverables.
• Assist with client work products including data for presentations and RFPs.

Skills

Exceptional organization

Client service

Interpersonal communication

Analytical thinking

Written communication

Verbal communication

Microsoft Office proficiency

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.

• 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.

Voluntary Self-Identification

As set forth in Conner Strong & Buckelew’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

A \"disabled veteran\" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A \"recently separated veteran\" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An \"active duty wartime or campaign badge veteran\" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An \"Armed forces service medal veteran\" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.