Senior Benefit Specialist | Portland

Portland ,
ME

Purpose 

  • Initial point of contact for employer groups/employees on service related issues.
  • Foster long term relationships between Cross Benefit Solutions, our clients and their employees.
  • Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
  • Build solid partnership with Producers, Account Executives and Account Managers.
  • Make a positive contribution to the overall success of the Cross Benefit Solutions team.

Responsibilities 

  • Assist clients and their employees with day to day customer service correspondence on billing, eligibility and claims questions/concerns along with other issues as they may arise.
  • Notify Producer/Account Executive and/or Account Manager of any elevated billing, enrollment or claim issues.
  • Follow Quality Management guidelines to ensure proper and timely administration of assigned duties and functions.
  • Process enrollments/terminations in appropriate carrier websites or via email to carrier customer support in coordination with Enrollment Specialist.
  • Create and maintain daily customer service, new group, and pre & renewal activities in Brokerage Builder.
  • Current groups – may be required to provide pre-renewal notice (90 days in advance); obtain and send renewal to Account Manager with copy to Producer and Account Executive; request current census; market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of renewal submission.
  • Prospect groups – may be required to market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to prospective client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of new group submission.
  • Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs.
  • Complete tasks in Brokerage Builder.
  • Attend and complete any training sessions or assignments as required.
  • Adhere to client service standards of the department and agency.

Qualifications 

  • College degree preferred, however at a minimum a high school diploma or equivalent degree and at least two years of experience in employee benefit account management, or equivalent combination of education and experience.
  • Maine agent’s license in Health and Life.
  • Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.
  • High level of patience and empathy while working under pressure.
  • Intermediate knowledge of Microsoft Word and Excel preferred, basic working knowledge required. Knowledge of Power Point preferred.
  • Strong organizational skills, high attention to detail, responsive and self-motivated.
  • Team player and task oriented.
  • Possesses a bias for action and avoids workplace distractions

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