Benefit Resource, LLC
Benefits and Client Services Specialist (Finance)
Hybrid position with significant sign on bonus!
Job Summary/Purpose:
Work directly with clients and brokers on daily plan administration, forging solid, long lasting business relationships. Accurately maintain various pretax plans for clients and participants in the proprietary software database. Responsibilities include but are not limited to processing some enrollments, changes and terminations, managing Salesforce cases for issue resolution and responding timely and accurately to client inquiries via phone and email.
Essential Job Duties and Responsibilities:
• Accurately update and maintain client set up in proprietary software per client plan specifications and departmental instructions.
• Accurately update and maintain participant set up in proprietary software per client plan specifications and departmental instructions. Enter some enrollments, direct deposits, terminations, name and address changes, and any other changes or adjustments in plans.
• Receive and respond to telephone and email inquiries from clients and staff. Research and resolve discrepancies. Forward participant inquiries to Participant Services Reps for research, as necessary. Act as a liaison between clients regarding upload/download functions, IRS regulations and BRI standard operating procedures.
• Set up and post Risk funding as requested by Accounting Dept.
• Track and enter new plan enrollment for all clients to ensure that enrollment is received and entered into proprietary software in a timely manner.
• Track deduction files that were posted and that are still outstanding; notify clients regarding late deduction files.
• Enter Salesforce tickets for client escalations, participant requests and client update requests, to create visibility, for tracking purposes and for proper workflow management.
• Enter Treeno workflow data into Panda for incoming fax and US mailed participant documents.
• Contact clients as necessary, to obtain participant enrollment information for temporary accounts, clarify incorrect data from scrubs (ie: email address, DOB, DOH, incorrect zip codes, etc.) Note: Treeno and Panda are proprietary company systems used for benefit administration.
• Perform miscellaneous job-related duties and projects as requested.
• Keep abreast of current state and federal laws and regulations affecting benefits including, but not limited to, Section 132, Section 125, Section 223 and Section 105 Plans, ERISA, HIPAA, FMLA and COBRA. Understand the nondiscrimination testing process and assist in fielding related questions.
Accountabilities:
• Contribute to the overall success of the company by performing all assigned duties in a professional, timely, and accurate manner in accordance with established company procedures.
• Follow BRI standard operating procedures for your department regarding administration of employee benefit plans.
• Act as a team player and work cooperatively with team members.
• Ensure compliance with regulations and company policies regarding security of Protected Health Information (PHI) and Personally Identifiable Information (PII).
• All employees are required to demonstrate the integrity and discretion necessary to safeguard confidential data handled or obtained in the normal performance of job duties at all times.
Education and Experience:
Associates Degree (Bachelor's strongly preferred) and a minimum of three years related benefit administration experience including customer service required, or the equivalent combination of education and experience.
Knowledge, Skills, and Abilities:
• Knowledge of compliance issues and IRS regulations as they pertain to benefits-Section 125, 105, 223 and 132 Plans, COBRA, HIPAA, 5500's, EEO and FMLA.
• Ability to maintain confidentiality of records and information.
• Computer proficiency including word processing, data entry, spreadsheets, and generating reports using standard software applications.
• Ability to communicate (orally and in writing) in a professional manner when dealing with employees and clients with a positive customer service presence.
• Ability to calculate numbers, create spreadsheets, correct entries, and post to records.
• Ability to create, compose, and edit written materials.
• Ability to analyze and solve problems.
• Proficiency using Microsoft Word, Excel, and Outlook.
• Excellent attention to detail.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Client Services