Craig Bradford Associates · 1 week ago
Benefits Administrator
Craig Bradford Associates is seeking a Benefits Administrator to support the Employee Benefits Account Management team. The role involves monitoring tasks and deliverables, maintaining project plans, and collaborating with internal teams and external partners to ensure effective client service.
Responsibilities
Interfaces with entire account management team to support client service and renewal efforts
Accesses database to create reports on a regularly scheduled basis
Audits data as requested
Follow up with carriers regarding reporting requests and/or questions
Maintain proper filing and documentation processes
Responsible for following role specific CRM workflows including proper document management
Foster and maintain effective communication amongst the entire team. Share information / Ask questions / Seek clarity
Attend department meetings to keep current on the activities of sales and service
Perform other duties and projects as may be required
Escalate issues to the appropriate resources to resolve issues
Oversee the maintenance of current and historical plans, process maps, rates, plan documents and other pertinent client information in Salesforce to maintain the integrity and accuracy of the system
Complete and provide scheduled reporting tasks (monthly, quarterly, semi-annually)
Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed
Qualification
Required
Bachelor's Degree
1-3 years' experience in a consulting, brokerage, or insurance company environment
PA Life, Accident & Health Insurance license
Excellent customer service skills with a high level of customer focus, motivation and follow through
Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
Works equally well autonomously or as part of a team
Resourceful and inquisitive
Excellent written and oral communication
Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)
Strong analytical skills and the ability to pay attention to details
Preferred
Self-Funded benefits experience preferred