TEMPLATE JOB jobs in United States
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Conner Strong & Buckelew · 3 months ago

TEMPLATE JOB

Conner Strong & Buckelew is a leading insurance, risk management and employee benefits brokerage and consulting firm. The Employee Benefit Specialist plays a key role in servicing clients by managing data collection, preparing presentations, leading vendor implementations, and resolving claims issues.

Employee BenefitsInsurance
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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

Qualification

HealthBenefits experienceLifeHealth LicenseRisk Management knowledgeMicrosoft Office proficiencyClient service skillsAnalytical skillsInterpersonal communicationWritten communicationVerbal communication

Required

College degree required with a major or minor in Risk Management or HR strongly preferred
Minimum 2 years' experience in Health and Benefits required
Exceptional organization and client service skills
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

Preferred

Life and Health License preferred

Benefits

Participation in family medical and dental insurance programs
401K plan
PTO

Company

Conner Strong & Buckelew

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Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Tiagwad
President & Chief Executive Officer
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Company data provided by crunchbase