Benefits Specialist Director

hace 3 días


San Juan, San Juan, Puerto Rico NFP A tiempo completo

The Benefits Specialist is responsible for assisting Product and Client Managers in strategizing communication flow and positioning of data between the client and company departments.

As a liaison, they serve as a bridge between the Company and its clients to assist with service to the accounts assigned to their Product and Client Managers Book of Business (BOB).

Key Responsibilities:

  • Participate in annual renewal processes for enrollment.
  • Manage daily service issues for clients.
  • Follow up on quarterly Experience Reports from carriers.
  • Prepare and send monthly Experience Reports to customers.
  • Coordinate Request for Proposals with carriers.
  • Create a comprehensive renewal spreadsheet containing all proposals received.
  • Support Client Managers in preparing presentations and reports.
  • Maintain documentation related to BOBs, including profile policy binders for Product and Client Managers.
  • Organize health fair projects, including presenting information to management teams for approval.
  • Coordinate resources for clinics, health fairs, information tables, and orientations.
  • Collaborate with Ikon Solutions on project management for preferred accounts.
  • Assist in developing post-renewal packages.
  • Respond to client service requests within two hours during regular season and four hours during Open Enrollment.
  • Achieve a 91% ticket resolution rate during regular season and 85% during Open Enrollment.
  • Arrange meetings and coordinate with teams for customer meetings and activities.
  • Review and contribute to contract development and project documentations.
  • Maintain updated information in Zywave.
  • Provide benefits forms and informational materials to clients.

Estimated Salary: $65,000 - $90,000 per year.



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