Senior Benefits Specialist

Responsibilities

• Prepare client meeting materials, presentations, and post‑meeting follow‑up documentation
• Maintain account action logs and track client deliverables to completion
• Organize and manage client folders, records, and documentation
• Support Open Enrollment (OE) preparation, including decks, materials, and document review
• Assist consultants with client deliverables, renewals, and reporting
• Coordinate escalated claims issues and work directly with carriers and vendors for resolution
• Support benefit plan implementations, vendor calls, and ongoing operational updates
• Manage RFP build‑out, gather requirements, and submit marketing materials to carriers
• Process fees, commissions, and related administrative updates
• Review and interpret utilization reports, plan performance trends, and benchmarking data
• Support plan design modeling, renewal preparation, and client reporting tools
• Maintain internal systems (BAM, Partner Systems), perform data entry, quality control, and workflow management

• Bachelor’s degree or equivalent work experience
• 3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans
• Proficiency in Microsoft Office Suite; advanced to expert Excel skills required
• Strong analytical and critical‑thinking capabilities
• Excellent verbal and written communication skills
• Ability to work independently, prioritize effectively, and apply sound judgment
• Exceptional attention to detail and organizational skills
• Ability to maintain confidentiality and handle sensitive information
• Strong vendor knowledge and established carrier relationships
• Demonstrates urgency, responsiveness, and a proactive client‑service mindset
• Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire

• Life/Accident & Health Insurance License