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Client Service Specialist

U.S. Retirement & Benefits Partners

(Rochester NY / Hybrid)

USRBP is hiring for Employee Benefits - Client Service Specialist for our Partner Firm, U.S. Employee Benefits Services Group.

Hybrid Work Schedule - 3 days in our Rochester, NY office; 2 days work from home!

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. For more information about USRBP, please visit our website: www.usrbpartners.com.

Our benefits division, U.S. Employee Benefits Services Group (USEBSG), provides an array of employee benefit solutions that include plan design, core and voluntary products, online enrollment, plan administration, third party administration, specialty health plans, and HR compliance through our Partner Firms.

Position Summary

• The Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure team is equipped to support and consult clients on their employee benefits programs.
• Field and manage client, employee, and carrier inquiries. Escalate issues to senior account team members as required for resolution.
• Assist with employee claim issues and follow up on pending claims issues.
• Manage and process enrollments at the carrier level.
• Manage and process COBRA offerings and participants.
• Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers.
• Support activities surrounding client payment review/reporting (e.g. common remittance or revenue audits).
• Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request.
• With senior team member oversight, support renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials as required.
• Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy.
• Work with carriers and account team members to implement appropriate coverage for clients.
• Support in the implementation and ongoing maintenance/review of Benefits Administration and Call Center engagements.
• Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms.
• With senior team member oversight, contribute to completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates.
• Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials.
• Handle ongoing client maintenance projects as determined by account team.
• Achieve and sustain client satisfaction on assigned accounts by managing client expectations according to our services agreement.

Job Qualifications

• Bachelor’s degree or equivalent experience.
• Life, Accident and Health Insurance License required within 6 months of hire (USRBP will cover costs for the training/exam).
• Customer service and interpersonal skills for dealing with different types of team members and clients.
• Communication skills, both written and verbal.
• Client service orientation and ability to respond to all communications effectively and timely.
• Proficient in Excel and Office 365.

Additional Considerations

• Client service experience with employee benefits, including major medical and voluntary and/or worksite benefits a plus.
• Insurance experience managing client and carrier relationships a plus.
• A team player with a positive attitude.
• Strong organizational skills.
• Bi-lingual in Spanish a plus.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Commuter assistance
• Dental insurance
• Dependent care reimbursement
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Military leave
• Paid jury duty
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

How to Apply

To be considered for this role, please email resume to furtecho@usrbpartners.com.

Thank you in advance.

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U.S. Retirement & Benefits Partners has trusted BenefitsLink to help reach qualified candidates for this opening.

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