Benefit Service Associate

About the role

The Benefit Service Associate works under the direct supervision of the Client Service Executive, providing administrative and project support to client service teams across a Practice Group. The role prepares candidates for promotion to the Benefit Analyst position. It involves working with various associates and sometimes working independently on assignments.

Key responsibilities

• Assist client service teams with the insurance bidding and renewal process, reviewing census data, plan design, rate information and experience data so accurate information is submitted.
• Work with carrier representatives to resolve discrepancies in submissions and keep client service teams informed of submission status.
• Prepare and coordinate new and renewal binders, iPad presentations, open enrollment communications and other client materials using approved templates.
• Provide general administrative support, upload presentations to iPads, upload client data to mobile apps, and maintain client and carrier contacts in internal systems.
• Maintain client websites with website vendors, process Broker of Record letters, and prepare client records for filing after renewals.
• Research trends, update benchmarking templates, and act as liaison to help clients resolve coverage, claim and administrative issues.
• Attend departmental and carrier meetings, share information with the team, and provide backup to colleagues as requested.

Required profile

• Bachelor's degree preferred; alternatively, a minimum of 2 years of experience in a professional office setting providing administrative support with an emphasis on accuracy.
• Familiarity with common plan types (HMO, PPO, CDHP-HSA) and basic benefit insurance terminology preferred.
• Able to manage multiple tasks and deadlines, adjust priorities and handle frequent interruptions.
• Positive, approachable and professional demeanor, able to work with diverse personalities.

Required skills

• Proficiency with Microsoft Office: Outlook, Word, Excel and PowerPoint.
• Above-average math skills for calculating ratios, rates and percentages.
• Strong verbal and writing skills.

What we offer

• Base salary of $35,600 to $66,200, depending on experience, skills, location and other factors.
• Possible performance-based incentives.
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs.