Employee Benefit Account Analyst - Outside Medical Plans

Melville, NY

Full Time

Mid Level

Job Description

Ensure all outside plan processes adhere to internal compliance standards, state/federal laws (e.g., ERISA, ACA), and PEO regulatory guidelines.
Track and document client selections, plan details, and supporting materials in CRM and benefits systems (e.g., Salesforce, PrismHR).

Internal Coordination

New Business: Partner with Sales, Implementation, Payroll, Benefit Specialists and Benefit Account Management to integrate carve out (outside) plans into the client onboarding and maintenance process.
Renewals: Coordinate with the BS to make sure renewals are processed in a timely manner and SF is updated via the Renewal Check list with the new sold plans, rates and sbc’s.
Open Enrollment: Facilitating quotes for the Sales Team and BAMS via Navwise, Benefix, or GA.
Prospects: Review data and provide quotes to the Sales Team via SF.
Assist with developing procedures focusing on process and accuracy.

Key Responsibilities

New Business: Partner with and support the BS to facilitate the completion of the required new business paperwork.
Review completed paperwork for completion and submit it to the GA.
Coordinate with GA any missing data or questions asked to ensure policies are approved timely for their effective date.
Provide approval to BS for check list completion in SF.
Renewals: Confirm audit paperwork is completed for submission to the carrier.
Provide guidance on addressing carrier escalated issues.

Requirements/Technical Skills

Maintain an active Life, Accident, and Health Insurance license.
Proficiency in benefits platforms and quoting tools.
Sales Force proficiency.
Strong project management skills
Client/Broker focused problem solving skills
Minimum 3 years working with medical benefits.

This role is located in Melville, NY. Must be able to go into the office 3 days a week.
Salary range between $80 - $85K based on experience.

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