Health and Benefits Associate

Overview

Internal coordination and client onboarding support for outside plan processes, with emphasis on compliance, documentation, and cross-functional collaboration across Sales, Implementation, Payroll, Benefit Specialists, and Benefit Account Management.

• Ensure all outside plan processes adhere to internal compliance standards, state/federal laws (e.g., ERISA, ACA), and PEO regulatory guidelines.
• Track and document client selections, plan details, and supporting materials in CRM and benefits systems (e.g., Salesforce, Prism
  
  HR).
• New Business:
  Partner with Sales, Implementation, Payroll, Benefit Specialists and Benefit Account Management to integrate carve out (outside) plans into the client onboarding and maintenance process.
• Renewals:
  Coordinate with the BS to ensure renewals are processed in a timely manner and SF is updated via the Renewal Check List with the new sold plans, rates and SBCs.
• Open Enrollment:
  Facilitate quotes for the Sales Team and BAMS via Navwise, Benefix, or GA.
• Prospects:
  Review data and provide quotes to the Sales Team via SF.
• Assist with developing procedures focusing on process and accuracy.
• New Business:
  Partner with and support the BS to facilitate the completion of the required new business paperwork.
• Review completed paperwork for completion and submit it to the GA.
• Coordinate with GA any missing data or questions asked to ensure policies are approved timely for their effective date.
• Provide approval to BS for checklist completion in SF.
• Renewals:
  Confirm audit paperwork is completed for submission to the carrier.
• Provide guidance on addressing carrier escalated issues.

• Maintain an active Life, Accident, and Health Insurance license.
• Proficiency in benefits platforms and quoting tools.
• Sales Force proficiency.
• Strong project management skills.
• Client/Broker focused problem solving skills.
• Minimum 3 years working with medical benefits.

This role is located in Melville, NY. Must be able to go into the office 3 days a week.

Salary range between $80 - $85K based on experience.