Employee Benefits Account Specialist

About the Role

The Employee Benefits Account Specialist provides an excellent opportunity to launch a career in employee benefits consulting. In this role, you will gain hands-on experience supporting Sales, Account Management, and Underwriting teams while building expertise in client service, account management, and benefits consulting.

Key Responsibilities

• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.
• Support pre-renewal, renewal, and post-renewal activities, as well as wellness activities.
• Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
• Complete training/professional development to gain understanding of the industry and CSG.
• Assist/support the Account Management and Underwriting Team for all lines of coverage as part of the client life-cycle (on-boarding, ongoing support, and renewal) by:
• Gathering all necessary data to fulfill obligations, including outreach to carriers and clients to secure information.
• Supporting the team with the preparation, analysis, and 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, ACA, and other notices/disclosures) throughout the year.
• Preparing standard and ad-hoc reports as needed.
• Tracking receipt of deliverables and updating the Annual Action Plan to ensure accuracy and timeliness of materials.
• Participating (whenever appropriate) in client meetings/presentations.
• Prepare and review employee education and communication materials (i.e., Benefit Guides) throughout the year (i.e., Open Enrollment).
• Assist in the coordination of Open Enrollment activities, which includes conducting meetings.
• Maintain internal systems (i.e., BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.
• Perform necessary steps, including timely follow-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 & Tech Stack

• Strong attention to detail, organization, and follow-through.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable working both independently and collaboratively.
• Eager to learn employee benefits, regulatory, and compliance matters, including healthcare reform.
• Proficient in Microsoft Office Suite.
• Ability to build strong relationships with clients, carriers, and team members.
• Basic understanding of insurance or healthcare is a plus.
• Bachelor’s Degree preferred.
• State Specific Resident Life & Health License is required within six months from date of hire.