Employee Benefits Client Administrator - The Misch Group

Employee Benefits Client Administrator

Summary

The Client Administrator (CA) position in the Employee Benefits Department assists the Client Manager (CM) with daily service activities for each client’s benefit offerings. The CA will be familiar with all of the CM’s clients and is responsible for seeing that the client is well served. It is mandatory that CA have solid knowledge of and adhere to the agency Standard Operating Procedures (SOP) manual. This individual must also hold a current California Life Health Insurance License. Unlicensed applicants will have the opportunity to obtain licensure as part of the training and onboarding process.

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.

Duties

• Assume full responsibility for services of assigned customer accounts, process and follow up on new hire enrollment forms, request for coverage change and terminations.

• Assist with completion of RFP’s and prepare quotations for new or renewal coverage, responsible for finalizing applicant information; transmission to carrier and subsequent status follow-ups.

• Prepare open enrollment material and order supplies from carriers.

• Preparation of spreadsheets, presentations and proposals for new and renewal business. Preparation materials for open enrollment meetings and assist with meetings when requested.

• Responsible for integrity of policy data on Agency Management Systems and creation of new client account.

• Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.

• Respond to calls within 24 hours, providing outstanding customer service and teamwork and seek to improve whenever possible.

• Inform or involve the CM with “in-flight emergencies” as necessary, as they occur.
  

Qualifications

• Bachelor’s Degree

• Current California Life Health Insurance License

• 2+ years of experience in Employee Benefits

• COBRA and HIPAA Knowledge

• Proficiency of PC Applications (MS Office and EPIC)

Abilities

• You lead through your actions and embrace your responsibilities.

• You’re a continuous learner who is always seeking to improve.

• You put the team first and create ways to make your peers better.

• You deliver an exceptional level of service to those you work with.

• You have strong interpersonal skills and thrive in a team environment.

• You’re an effective communicator; both written and verbal.

• You can be trusted to handle confidential and sensitive information.

• You have strong organization and project management skills.

• You have the ability to focus on the task-at-hand and multi-task as needed.

• You’re great with attention to detail and producing high-quality work.

• You’re able to grasp complex issues and establish proactive solutions to address those issues.

• You have strong editing and writing skills.

• You have a positive attitude and work ethic.