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The Baldwin Group · 2 weeks ago

Benefits Technology Analyst, Employee Benefits-Insurance Advisory Solutions

Chattanooga, TN

Full-time

Onsite

Entry Level

1+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management solutions. The Benefits Technology Analyst will work with the Technology Specialist to configure and maintain the benefits eligibility management system, ensuring data accuracy and building relationships with colleagues and clients.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Nanette Sherrill

Responsibilities

Maintains benefits administration system requests from assigned accounts including eligibility management items such as adds, changes, terminations, life events, and beneficiaries

Collects enrollment data and enters into various insurance company eligibility systems

Manages onboarding and transition process, and access, for all groups within the Eligibility Management System

Provide support to configure and administer the eligibility management system and assists with maintenance/troubleshooting

Conducts tests in eligibility management system after new implementations and renewals

Maintains monthly enrollment spreadsheet for assigned third-party vendors

Monitors technology email and manages basic client inquiries

Monitors insurance partner’s files and address any discrepancies identified in the reports for assigned clients

Documents all activity in on-line client file to ensure quality and responsiveness

Conducts and assigns various Eligibility Auditing of select accounts such as billing reconciliation, monthly reports, post-renewal audits, and system to system discrepancy reports

Aids in analyzing, evaluating and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation, to address business needs

Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims

Identifies client training opportunities related to policy and eligibility management

Cultivates strong relationships with insurance company partners and understands carrier requirements and attributes

Act as secondary resource to the Employee Benefits Team and/or client and back-up support to Employee Care Center

Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership

Qualification

Benefits administrationHRIS systemsMicrosoft ExcelClient relationsMicrosoft WordMicrosoft PowerPointTeam communicationMulti-taskingProduct knowledgeBehavioral tenetsInsurance software systemsOrganizational skillsPresentation skillsAttention to detail

Required

At least one year of working experience with benefit administration, payroll, and/or HRIS systems

Current license as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days

Superb client relations/customer service skills

Beginner to moderate knowledge of Microsoft Word and PowerPoint

Possesses a moderate working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups

Demonstrates strong organizational skills and high attention to detail

Demonstrates effective presentation skills through both verbal and written communications

Possesses the ability to learn appropriate insurance company and firm software systems

Possesses the ability to learn benefits and grow in product knowledge

Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines

Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows

Demonstrates firm's behavioral tenets, exuding behavior that is aligned with corporate culture

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees