Position Summary
Responsible for building and configuring core, group, and voluntary worksite benefits utilizing various benefit enrollment software. This position combines analytic and project management skills with an ability to simplify complex information from many sources. All employees of the Company are required to comply with the terms, conditions and obligations set forth in the Data Privacy and Security Manual and associated data privacy and security policies as a condition of continued employment.
Job Description/Essential Functions:
1. Build each benefit product in the enrollment system to create an exceptional enrollment experience. Ensure client satisfaction and retention through timely solution delivery within defined timelines. Work from required data gathering: benefit workbooks, materials, and processes which outline all benefit requirements (i.e. benefit summaries, rate sheets, eligibility charts, contributions, plan types, scope of work agreements, etc.) and will configure the enrollment software for each client’s unique benefit plans, so that client employees can be enrolled, and their benefits tracked in the system throughout the year. Coordinate and conduct systems testing and training for new business and service cases
2. Accurately and efficiently cleanse and merge data from multiple spreadsheets and sources to create and upload employee and dependent demographics and in-force data. Coordinate electronic case build that incorporates exchange links and EDI feeds with carriers for new business and ongoing service cases. Apply industry and product knowledge to optimize system configurations and product upgrades and to create benefit statements and conduct benefit eligibility verifications. Research and resolve client, broker, and Benefit Counselor inquiries about enrollment system and process issues.
3. Provide support for ACA clients through internal technology software. Accumulates, tracks, and analyzes workforce data to ensure compliance including annual reporting.
4. Communicate regularly and appropriately in-person, on the phone, and via written modes. Develop and maintain positive relationships with and provide excellent customer service to staff, clients, carriers, brokers, and vendors. Keep Implementation Project Manager informed of case progress and issues. Engage in data gathering process with broker, client, and/or carrier, as appropriate.
5. Other duties as assigned.
Educational Requirements:
Bachelor’s degree, or comparable experience required. Health and Life license highly desirable.
Experience Requirements:
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