Sr Benefits Analyst

BRP Group, Inc. Birmingham , AL 35202

Posted 2 months ago

Position Summary:

The Sr Benefits Analyst operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing prompt, efficient, and high-quality service. They are capable of building and maintaining colleague relationships, facing new opportunities, and learning & researching independently. The Sr Benefits Analyst maintains a concern for accuracy, timeliness, and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.

Principal Responsibilities:

  • Manages the open enrollment process, follow-up, and debrief.

  • Leads implementation conference calls on behalf of BKS and the client.

  • Tests system and serves as a backup for Technology Consultant; including buildout of assigned clients' plans.

  • Manages client compliance projects.

  • Demonstrates accurate and complete record-keeping skills.

  • Makes contributions to the team, firm, and market segment (e.g., process efficiencies, templates, QPs, etc.)

  • Produces required reports and extracts from appropriate agency management system(s).

  • Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes, and terminations in benefit administration systems.

  • Provides claims advocacy for clients

  • Responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings.

  • Actively participates in client meetings.

  • Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns.

  • Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources.

  • Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process.

  • Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Education, Experience, Skills and Abilities Requirements:
  • Current insurance 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.

  • At least 4 years of benefits experience, either from an insurance brokerage, insurance company partner, or through an HR role with a heavy emphasis on benefits.

  • Intermediate to advanced knowledge of Microsoft PowerPoint, Excel, and Word.

  • Ability to learn appropriate insurance company and firm software systems, including but not limited to Microsoft Publisher and Brokerage Builder.

  • Knowledge of Payroll/Benefit technology systems and data interface experience is strongly preferred.

  • Experience with different types of medical funding arrangements, i.e., fully insured, level-funded, self-funded preferred.

  • Strong presentation skills, both verbal and written communications.

  • Capacity to manage multiple tasks while using strong reasoning and analytical skills.

  • Must demonstrate core values, exuding behavior aligned with the firm's culture.

Special Working Conditions:

Fast-paced, collaborative environment with an emphasis on multitasking.

Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

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