Benefits Technology Analyst, Employee Benefits-Insurance Advisory Solutions at The Baldwin Group

Chattanooga, Tennessee, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Apr, 26

Salary

0.0

Posted On

03 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relations, Customer Service, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Organizational Skills, Attention to Detail, Presentation Skills, Insurance Knowledge, Benefits Knowledge, Multi-tasking, Team Communication, Problem Solving, Data Management, Eligibility Management, Auditing Skills

Industry

Insurance

Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Benefits Technology Analyst works alongside the Technology Specialist and Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Technology Analyst is responsible for ensuring data accuracy within the system. The successful candidate will build and maintain colleague and client relationships, undertake new opportunities, and learns and conduct research independently as needed. PRIMARY RESPONSIBILITIES: Maintains benefits administration system requests from assigned accounts including eligibility management items such as adds, changes, terminations, life events, and beneficiaries Collects enrollment data and enters into various insurance company eligibility systems Manages onboarding and transition process, and access, for all groups within the Eligibility Management System Provide support to configure and administer the eligibility management system and assists with maintenance/troubleshooting Conducts tests in eligibility management system after new implementations and renewals Maintains monthly enrollment spreadsheet for assigned third-party vendors Monitors technology email and manages basic client inquiries Monitors insurance partner’s files and address any discrepancies identified in the reports for assigned clients Documents all activity in on-line client file to ensure quality and responsiveness Conducts and assigns various Eligibility Auditing of select accounts such as billing reconciliation, monthly reports, post-renewal audits, and system to system discrepancy reports Aids in analyzing, evaluating and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation, to address business needs Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims · Identifies client training opportunities related to policy and eligibility management Cultivates strong relationships with insurance company partners and understands carrier requirements and attributes Act as secondary resource to the Employee Benefits Team and/or client and back-up support to Employee Care Center Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Superb client relations/customer service skills Beginner to moderate knowledge of Microsoft Word and PowerPoint Possesses a moderate working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups Demonstrates strong organizational skills and high attention to detail Demonstrates effective presentation skills through both verbal and written communications Possesses the ability to learn appropriate insurance company and firm software systems Possesses the ability to learn benefits and grow in product knowledge · Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows Demonstrates firm’s behavioral tenets, exuding behavior that is aligned with corporate culture EDUCATION & EXPERIENCE: At least one year of working experience with benefit administration, payroll, and/or HRIS systems Current license as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Responsibilities

The Benefits Technology Analyst is responsible for maintaining the benefits eligibility management system and ensuring data accuracy. They will also manage onboarding processes, support system configuration, and conduct audits for assigned accounts.