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.
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.
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.
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.
BRP Group, Inc.