Benefits Specialist - Renewals (Contract Position)

Job summary

Provide administrative and client service support to advisors working with group benefits and retirement products, including coordinating with insurance carriers and responding to advisor and client requests. Analyze claims data, prepare renewal and service reports, maintain client records in HubSpot and Dropbox, and assist with projects and other administrative tasks.

Job details

ROLE AND RESPONSIBILITIES Provides full back office administrative support and service to Advisors specializing in Group Benefits and Group Retirement Products. This role is an integral part of our team and will focus on relationship building/management and renewals. Management of the following day-to-day tasks: • Liaison between the insurance carriers and advisors • Pull reports required from carrier portals • Co-ordinate and analyze claims experience data from different carriers, to prepare finalized renewal reports • Communicate directly with the carriers and their service teams to discuss groups, confirm or clarify information and find resolutions • Communicate directly with the carriers and their service teams to discuss groups, confirm or clarify information and find resolutions when applicable • Create/Prepare client ready reports for presentation to clients • Prompt attention to incoming emails or requests by the advisor/clients • Maintain GGS’ service standards of respect and privacy for the clients and lead advisor • Prepare Service reports for advisors • Attend monthly team meetings (in-person) and corporate events; as required • Provide administrative support where necessary • Assist or manage special projects when necessary and/or assigned the task • Update Hubspot accordingly (where applicable) • Update DropBox accordingly PREFERRED SKILLS • Maintain a high level of service standards and productivity • Self motivated and client serviced driven • Strong oral and written skills • Strong attention to detail • Strong knowledge of group employee benefit principles and terminology; preferred • Strong ability to adapt and learn quickly • Advanced working skills/navigation - MS Office (excel, word, powerpoint, teams), Office 365, DropBox and Hubspot ADDITIONAL NOTES Initiative and self-efficiency are key skills that allow for a fluid and successful work week. Training will be provided along with access to email templates, carrier information, and guidelines for the position.

What you’ll do

Provide administrative and client service support to advisors working with group benefits and retirement products, including coordinating with insurance carriers and responding to advisor and client requests. Analyze claims data, prepare renewal and service reports, maintain client records in HubSpot and Dropbox, and assist with projects and other administrative tasks.

Requirements

The role calls for strong service standards, self-motivation, productivity, communication skills, attention to detail, and the ability to adapt and learn quickly. Knowledge of group employee benefits principles and terminology is preferred, along with advanced working skills in Microsoft Office, Office 365, Dropbox, and HubSpot.

Listed skills

• Microsoft Teams · Preferred
• written communication · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• report preparation · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Group Benefits Administration
• Group Retirement Products
• Renewal Reporting
• Claims Experience Analysis
• Carrier Relationship Management
• Advisor and Client Service
• Report Preparation
• Written Communication
• Oral Communication
• Attention to Detail
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Teams
• Office 365
• HubSpot

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting