Agency Benefits Specialist
SCALIS, Bradenton, FL, United States
Position Summary
Works with the health, life, dental, vision and disability insurance plans for CoAdvantage. Performs monthly reconciliations of benefit plans. Ensures compliance with Section 125, FSA, COBRA, HIPAA, and FMLA as well as other applicable state and federal benefit laws. Follows policies and procedures that support the organizational and business goals of CoAdvantage.
Essential Job Functions
Reconciliation of Co-Advantage client-sponsored insurance bills each month
Reconcile insurance payable accounts to the general ledger
Analyze charges and credits to employee and clients for collection discrepancies
Responsible for communicating discrepancies to other departments and carriers
Tracks and notifies employees of benefits eligibility
Provides support for a specific client product/service to internal and external clients.
Responds to and resolves questions. Administration of health, life, dental, vision, FSA, & disability insurance plans.
Ensures compliance with Sec 125, FSA, COBRA, HIPAA, and FMLA & other applicable state & federal benefit laws.
Process all new hire enrollments and life status changes.
Provides customer service to phone inquiries from clients, employees & carrier contacts. Not limited to answering benefit questions, resolving problems related to access or payment of benefits, orient newly eligible employees.
Provides online medical, prescription & dental data entry with applicable carriers.
Process client plan renewals, update rates, and set-up of new plans
Audits benefit enrollments & processes both client & employee premium adjustments as necessary.
Participates in the OE process.
Coordinates transfer of benefit elections to participating carriers on a daily basis as needed.
Compliance with governmental regulations.
Utilizes Salesforce to document and communicate client and/or employee requests, challenges, issues and resolution.
Maintains good oral and written communication skills with clients, sales and other service associates.
Required Skills and Experience
Has a working knowledge of tools used to support client products and services
Proficient with Microsoft Excel
Ability to reconcile sets of numbers
Task execution and follow-up
Accurate and detailed audits
Ability to work in fast-paced environment, meet deadlines
Demonstrate follow-up skills to ensure timely and effective closure of open items
Ability to multi-task, to organize work based on priority and to meet deadlines
1-3 years of customer service experience preferred
Previous experience with benefits administration preferred.
Excellent problem resolution skills.
Ability to work well with others.
Ability to work well under pressure.
Strong oral and written communication skills.
Educational and Professional Licensing or Certification Requirements
Must have high school diploma or GED
Associates or bachelor’s degree preferred
EEO CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Benefits Health Insurance
401(k)
Paid Time Off (PTO)
Paid Holidays
Preferred Skills Microsoft Excel, 1-3 years customer service experience, Organization skills
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Essential Job Functions
Reconciliation of Co-Advantage client-sponsored insurance bills each month
Reconcile insurance payable accounts to the general ledger
Analyze charges and credits to employee and clients for collection discrepancies
Responsible for communicating discrepancies to other departments and carriers
Tracks and notifies employees of benefits eligibility
Provides support for a specific client product/service to internal and external clients.
Responds to and resolves questions. Administration of health, life, dental, vision, FSA, & disability insurance plans.
Ensures compliance with Sec 125, FSA, COBRA, HIPAA, and FMLA & other applicable state & federal benefit laws.
Process all new hire enrollments and life status changes.
Provides customer service to phone inquiries from clients, employees & carrier contacts. Not limited to answering benefit questions, resolving problems related to access or payment of benefits, orient newly eligible employees.
Provides online medical, prescription & dental data entry with applicable carriers.
Process client plan renewals, update rates, and set-up of new plans
Audits benefit enrollments & processes both client & employee premium adjustments as necessary.
Participates in the OE process.
Coordinates transfer of benefit elections to participating carriers on a daily basis as needed.
Compliance with governmental regulations.
Utilizes Salesforce to document and communicate client and/or employee requests, challenges, issues and resolution.
Maintains good oral and written communication skills with clients, sales and other service associates.
Required Skills and Experience
Has a working knowledge of tools used to support client products and services
Proficient with Microsoft Excel
Ability to reconcile sets of numbers
Task execution and follow-up
Accurate and detailed audits
Ability to work in fast-paced environment, meet deadlines
Demonstrate follow-up skills to ensure timely and effective closure of open items
Ability to multi-task, to organize work based on priority and to meet deadlines
1-3 years of customer service experience preferred
Previous experience with benefits administration preferred.
Excellent problem resolution skills.
Ability to work well with others.
Ability to work well under pressure.
Strong oral and written communication skills.
Educational and Professional Licensing or Certification Requirements
Must have high school diploma or GED
Associates or bachelor’s degree preferred
EEO CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Benefits Health Insurance
401(k)
Paid Time Off (PTO)
Paid Holidays
Preferred Skills Microsoft Excel, 1-3 years customer service experience, Organization skills
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