Client Service Administrator - Group Benefits

Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

A Day in The Life:

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  Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.

  
  


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  Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.

  
  


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  Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound business judgment.

  
  


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  Responds to enrollment, billing, claims, and other administrative issues; ensures a complete solution is provided to the client's satisfaction; documents the details and outcomes of each support event.

  
  


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  Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.

  
  


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  Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal.

  
  


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  Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately.

  
  


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  Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.

  
  


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  Supports the client's integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.

  
  


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  Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.

  
  


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  Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client.

  
  


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  Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.

  
  


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  Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.

  
  


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  Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.

  
  


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  Delivers compliance notifications and other materials at the direction of the Client Manager.

  
  


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  Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit.

  
  


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  Gain the understanding of healthcare plan fundamentals and various plan types such as PPO, HDHP, HMO, Income Protection plans and supplemental benefits within the first 12 months.

  
  


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  Gain working knowledge of/familiarity with claims processing basics, plan eligibility rules, COBRA and Open Enrollment.

  
  

What You’ll Need:

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  A college degree is an advantage but not a requirement

  
  


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  At least 1 to 3 years of industry knowledge is preferred, to include experience in medical benefits and ancillary lines of coverage

  
  


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  Position requires the ability to multi-task simultaneously across employer groups. 

  
  


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  Ability to professionally communicate in both written and verbal forms.  Use of proper grammar in all communications.

  
  


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  Professional appearance and demeanor is required.

  
  


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  Ability to be comfortable communicating with HR teams as well as employees of all job levels.

  
  


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  Obtain Health and Life license within 12 months of start date

  
  

Who You Are:

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  Energetic with a desire to learn new skills

  
  


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  Strong organizational skills with ability to transition quickly from one job to another

  
  


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  Ability to problem solve, think logically and work independently

  
  


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  Ability to demonstrate a positive attitude and lead by example consistently

  
  


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  Works well under pressure and meets established deadlines

  
  


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  Good verbal and written communication skills

  
  


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  Capable interpersonal skills with a collaborative approach

  
  


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  Ability to manage time-sensitive projects