Health Benefits Client Success Associate

Socket.dev; Lititz (Lancaster County); On-site; USD 48,000 - 60,000; Full time

Job summary

Socket.dev is seeking an administrative assistant to support Account Managers with day-to-day administration of employer groups, interacting daily with clients, brokers, vendors, and carrier representatives to relay information and resolve issues promptly.

Responsibilities include creating client collateral, coordinating events, preparing presentations, processing claims data, generating invoices and certificates, maintaining detailed Excel spreadsheets, and assisting with meetings and

Qualifications

• Associate’s degree in Business, Public Administration, or related field preferred.
• A minimum of 3 years’ experience in the health insurance field with employee benefits experience; experience in a self-insured environment and/or workers’ compensation preferred.

Responsibilities

• Creates client specific collateral materials (reports, newsletters, presentations, summaries, etc.) when requested in order to provide clients with value-added services.
• Coordinates the logistics of, communicates, attends, and/or record minutes of various events (e.g. meetings, training sessions, etc.). This includes using virtual meeting platforms to both schedule and facilitate meetings.
• Assist with preparing and developing presentations, delivers and/or attends external meetings (e.g. employee open enrollment meetings, Board of Directors meetings, annual client meetings, etc.).
• Receive, review, gather necessary information, and complete stop loss claim forms ensuring all eligibility requirements are met.
• Assist in preparing claims data, performance, and other reports for client groups.
• Prepare and issue invoices, certificates of coverage, audit statements, and renewal statements.
• Create and update detailed Excel spreadsheets.
• May explain basic compliance and actuarial concepts, answer various questions, and resolve issues regarding clients’ health benefits plans.
• May work with staff and insurance carriers to implement new plan designs and changes to clients’ health benefits plans.
• May shop fully insured health and ancillary products.
• Fill in at the front desk/reception as assigned (approximately 40 hours per year).

Skills

Customer service

MS Office

Excel

Time management

Communication

Problem solving

Project management

Detail oriented

Education

Associate degree

Tools

MS Office

Excel

Job description

Socket.dev is seeking an administrative assistant to support Account Managers with day-to-day administration of employer groups, interacting daily with clients, brokers, vendors, and carrier representatives to relay information and resolve issues promptly.

Responsibilities include creating client collateral, coordinating events, preparing presentations, processing claims data, generating invoices and certificates, maintaining detailed Excel spreadsheets, and assisting with meetings and