Employee Benefits Account Specialist
Corporate Synergies, Columbia, MD, United States
Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts (Book of Business).
Key Responsibilities
Maintain up-to-date client files/internal systemsin accordance withCSG’s standard protocols.
Support the various pre-renewal/renewal/post-renewal and wellness activities.
Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
Complete training/professional development to gain understanding of the industry and CSG.
As part of the clientlife-cycle(on-boarding, ongoingsupportand renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:
Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)
Supporting the team with the preparation,analysisand delivery of materials that makeup the deliverable (i.e.exhibits, reports and presentations)
Completing/fulfilling assigned implementation tasks associated with client related projects
Coordinating activities and successfully completing regulatory tasks (i.e.5500’s,ACAand other notices/disclosures) throughout the year
Prepare standard and ad-hoc reports (as needed)
Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials
Participating (whenever appropriate) in client meetings/presentations
At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).
Assistin thecoordinationOpen Enrollment activities (includes conducting meetings).
Maintain internal systems (i.e.BenfitPointand Oracle) and client filesin accordance withCSG’s data standards and filing requirements.
Perform necessary steps (includingtimelyfollow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.
Interact with carriers and vendors on behalf of the client and the team.
Qualifications
Strong attention to detail, well organized and responsive,
Strong desireand willingness to learn all aspects of:
CSG suite of services and available solutions
Insurance and healthcare related products
Regulatory and compliance related matters (including healthcare reform)
Very comfortable with numbers
Proficient in Microsoft Excel, PowerPoint,Wordand Publisher
Ability to quickly learn new skills
Comfortable working independently as well as in a team environment
Ability toestablishrelationships
Strong oral and written communication skills
Ability to multi-task anddemonstratecomposure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
Basic understanding of insurance and healthcare.
Education & Experience
Education - High School Diploma,Bachelor’s Degreepreferred.
Licensure/Certification – State Specific Resident Life & Health License isrequiredwithin six months from date of hire.
This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
Pay Transparency Range $50,000 - $65,000 USD
Disclaimer While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO) FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
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Key Responsibilities
Maintain up-to-date client files/internal systemsin accordance withCSG’s standard protocols.
Support the various pre-renewal/renewal/post-renewal and wellness activities.
Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
Complete training/professional development to gain understanding of the industry and CSG.
As part of the clientlife-cycle(on-boarding, ongoingsupportand renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:
Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)
Supporting the team with the preparation,analysisand delivery of materials that makeup the deliverable (i.e.exhibits, reports and presentations)
Completing/fulfilling assigned implementation tasks associated with client related projects
Coordinating activities and successfully completing regulatory tasks (i.e.5500’s,ACAand other notices/disclosures) throughout the year
Prepare standard and ad-hoc reports (as needed)
Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials
Participating (whenever appropriate) in client meetings/presentations
At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).
Assistin thecoordinationOpen Enrollment activities (includes conducting meetings).
Maintain internal systems (i.e.BenfitPointand Oracle) and client filesin accordance withCSG’s data standards and filing requirements.
Perform necessary steps (includingtimelyfollow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.
Interact with carriers and vendors on behalf of the client and the team.
Qualifications
Strong attention to detail, well organized and responsive,
Strong desireand willingness to learn all aspects of:
CSG suite of services and available solutions
Insurance and healthcare related products
Regulatory and compliance related matters (including healthcare reform)
Very comfortable with numbers
Proficient in Microsoft Excel, PowerPoint,Wordand Publisher
Ability to quickly learn new skills
Comfortable working independently as well as in a team environment
Ability toestablishrelationships
Strong oral and written communication skills
Ability to multi-task anddemonstratecomposure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
Basic understanding of insurance and healthcare.
Education & Experience
Education - High School Diploma,Bachelor’s Degreepreferred.
Licensure/Certification – State Specific Resident Life & Health License isrequiredwithin six months from date of hire.
This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
Pay Transparency Range $50,000 - $65,000 USD
Disclaimer While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO) FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
#J-18808-Ljbffr