Employee Benefits Client Service Specialist

Risk Strategies Palm Beach Gardens , FL 33418

Posted 3 weeks ago

The Client Services Specialist (CSS) provides support to Gehring Group's account management team in answering daily service needs and providing claims/billing support to employees/members of clients. The CSS is an advocate for Gehring Group's clients' employees and reports directly to the Supervisory Account Manager while working under the supervision of the Client Services' Team Lead. The CSS is well-versed in employee benefits, including medical, dental, vision, life, and disability coverage.

Primary Responsibilities and Duties

  • Establishes and maintains excellent working relationships with clients and insurance partners.

  • Resolves clients' escalated and complex issues relative to billing and member eligibility, claims resolution, member appeals, benefit verification, medical procedure authorizations, and general benefit inquiries.

  • Serves as an expert resource and provides guidance to clients and their employees throughout the year.

  • Assists with the execution of Employee Benefit Highlight (EBH) booklets for all clients on an annual basis. Updates booklet content and works with in-house graphics and account management teams to ensure timely production and delivery of booklets.

  • Serves as a resource and provides basic guidance to clients and their employees throughout the year in these areas.

  • Reconciles basic to moderate billing discrepancies.

  • Assists with the implementation and maintenance of clients' Benefit Resource Center (BRC). This includes researching and compiling current plan documents and forms from carriers/venders.

  • Enters employee eligibility into insurance partner systems on behalf of clients.

  • Works with vendors to complete annual 5500 filings.

  • Assists Associate Account Manager with completing open enrollment eligibility spreadsheets as needed.

  • Completes special projects as needed, which may include contacting vendors for benefit fairs, data entry of employee surveys, and data entry of benefit maximum for claims audits.

  • Supports use of CRM system by documenting all issues.

  • Performs other relevant duties as needed and assigned.

Requirements and Qualifications

  • Basic knowledge of various medical, dental, vision, retirement, life insurance and disability plans/programs.

  • Familiarity with the Affordable Care Act, COBRA and other Federal and State regulations that relate to the administration of employee benefits plans.

  • Ability to provide customer service by phone.

  • Ability to multi-task and prioritize tasks in a fast-paced environment.

  • Self-motivated and proactive with regard to solving problems.

  • Strong organizational and time management skills.

  • Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel), BenTek, and social business platforms.

  • Minimum of two years of professional experience in customer services, sales, HR, insurance, or related field is required.

  • A Bachelor's degree in risk management, human resources, business administration, public administration or a related field from an accredited university is required.

  • Additional experience may substitute for the required education on a year-for-year basis.

  • Valid Florida Life, Health & Variable Annuities 2-15 license or the ability to obtain one within first 90 days of employment is required.

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.


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