Account Support Specialist

Responsibilities

Manage enrollment processes, maintaining accurate client records, and ensuring effective communication between clients, carriers, and internal teams.

Process and oversee enrollment requests, including new hire enrollments, terminations, and benefit changes, ensuring accuracy and timeliness.

Manage enrollment activities through carrier portals.

Maintain and update client case in Salesforce to track from receipt to completion.

Gather client data, create cases in Salesforce, and coordinate submissions with carriers.

Follow up with carriers on enrollment, terminations, billing discrepancies, and paid-to-date status.

Manage complex enrollment exceptions, conduct audits, and ensure adherence to quality standards.

Provide timely updates to Account Managers and clients on enrollment, open enrollment, and renewal status.

Respond promptly and professionally to client inquiries, ensuring clarity, accuracy, and resolution.

Build and maintain strong relationships with clients, brokers, and carrier partners.

Serve as an escalation point for complex issues.

Partner with internal teams and participate in cross-functional projects to improve operational performance.

Requirements

High School Diploma or equivalent required.

2+ years of experience in employee benefits, including group health, dental, vision, life, or worksite products preferred.

Proficiency in Microsoft Office required and experience using CRM platforms such as Salesforce and BenefitPoint preferred.

Experience with enrollment platforms such as Ease and Employee Navigator preferred.

Excellent customer service and relationship building skills.

Strong verbal and written communication skills.

Excellent attention to detail, organizational, and problem-solving abilities.

Proven ability to manage multiple tasks and deadlines in a fast-paced environment.

Demonstrated ability to work independently and collaboratively.

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