Sr Client Service Specialist, Employee Benefits-Trinity Benefit Advisors

Russ Blakely & Associates, LLC (RBA) is an independently owned insurance agency specializing in employee benefit advisory services since 1982. RBA is a charter member of United Benefit Advisors (UBA), which is the fourth largest benefit advisory organization in the country. We have 144 affiliate agencies in 44 states, as well as locations in Canada and services available to 40 countries around the world. RBA focuses 100% of its energy on employee benefits and we operate under the premise that there is always a better way to accomplish our clients' goals. This belief continuously pushes us to ensure we provide our clients with the best solutions Trinity Benefit Advisors and Russ Blakely & Associates are committed to representing the clients' best interest, investing in the industry's best people, helping clients plan for the future and establishing partnerships for long-term success. Our company is a full service Employee Benefits Consulting and Commercial Risk Brokerage firm. Every member of our team is best in class, partnering with your organization in a responsive, reliable, hardworking supportive manner.

The Sr Client Service Specialist, Employee Benefits 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.

POSITION SUMMARY:

• The Sr Client Service Specialist, Employee Benefits 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.

PRIMARY 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 AND EXPERIENCE REQUIREMENTS:

• Experience (years and type of experience): 4 years of benefits experience, either from an insurance brokerage, insurance company partner, or through an HR role with a heavy emphasis on benefits required; 4+ years of benefits experience, either from an insurance brokerage, insurance company partner, or through an HR role with a heavy emphasis on benefits preferred

• Certification(s): None required; None preferred

• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• 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.

• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary, including but not limited to Microsoft Publisher and Brokerage Builder

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment

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 organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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