Job DescriptionThe Employee Benefits Analyst position is responsible for providing professional administrative support for the account management team to deliver great work to the client consistently and efficiently. You have strong organizational and interpersonal skills, the ability to support all day-to-day account activities, and partner with the account management team to ensure all client initiatives are precisely executed.
Reporting to the Manager, Client Services, this position is an hourly, non-exempt, full-time role. This is a US-hybrid role with the option to work from Newfront's San Mateo or Walnut Creek offices.
The Role- Handle day-to-day questions, enrollment inquiries, etc. from clients in conjunction with the service lead.
- Prepare and distribute compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
- Manage and/or respond to escalated and complex client issues with guidance from the service lead.
- Manage enrollment processing. Resolve eligibility and enrollment issues.
- Manage client technology solutions in coordination with our technology team.
- Stay current on compliance trends and ensure timely delivery of client notices.
- Review plan documents and benefit attributes for accuracy and manage them within the internal system.
- Process carrier and client contact changes by updating carriers and internal systems.
- Learn how to submit marketing requests compliant with established marketing standards.
- Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews.
- Prepare client communications (Open enrollment materials, new hire guides, compliance documents, etc.) using available tools and templates.
- General administration and data entry as directed by the Manager, Client Services.
- May be asked occasionally to attend and participate in client renewal meetings.
- May mentor and train the next level down on daily tasks (i.e. Sr. CR may train CR).
- Other tasks, duties, or special projects as assigned.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
QualificationsThe Requirements- Minimum 1-2 years of benefits experience is required.
- Solid communication skills: written, public speaking and presentation preparation.
- Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally.
- Proficient knowledge and use of Microsoft Office and intermediate complexities of features.
- Ability to learn and adopt use of technology systems and software applications.
- Works well with others in a fast-paced environment and is responsive to co-workers and colleagues. Must also work independently, with minimal direction.
- Adaptability and flexibility to respond to client and team needs.
- Ability to ask questions, take initiative, and utilize resources and tools.
- Strong time management skills and ability to manage competing priorities and high volumes.
- Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
- Ability to review internal and external deliverables to ensure accuracy.
- Basic project management skills and systems knowledge.
- Ability to forge relationships and build trust with clients, carriers, and colleagues.
- Vast sense of curiosity and willingness to learn industry knowledge and trends.
Preferred Knowledge, Skills and Abilities:
- Benefits experience at a brokerage is a plus.
Required Certificates, Licenses, Registration:
- Resident Department of Insurance Life License (required or completed within 3 months of start date).
Compensation andBenefitsBase salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, and performance in the role.
CompensationThe base salary compensation range being offered for this role is $70,000 to $95,000 USD per year.
Company BenefitsWTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.