Benefits Specialist
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About the Role
The Benefits Specialist works with clients who have made Namely their benefits broker of record, and is responsible for ensuring accurate and timely enrollment management and enrollment transfer between Namely and its clients’ benefit vendors. This role provides foundational support to the benefits consulting team and enables smooth operations of Namely Benefits product and service on an ongoing basis. Employees of Namely clients are able to use their elected health benefits because of the Benefits Specialist’s work. The role is predominantly internal, but there may be occasional client interaction.
Responsibilities
- Review confirmed enrollment actions from the Namely benefit administration platform and ensure those elections are transmitted accurately & timely to benefit vendors within five business days
- Interact with Insurance carrier representatives via phone & carrier web portal to communicate enrollment actions
- Coordinate communications between Namely enrollment/EDI team and insurance carriers
- Interface regularly with the client’s assigned consulting team to ensure that Open Enrollment dates, deadlines, and data formatting needs are well-understood.
- Use MS Excel to manipulate census data so it can be submitted cleanly to carriers following client open enrollment periods
- Maintain & continually improve well-documented & clear process records, applicable to assigned clients and to broader team processes
Requirements
- Bachelor’s Degree
- Demonstrated history of strong organization & attention to detail
- Well-developed communication skills
- Experience with Microsoft Excel & use of basic lookup formulas and pivot tables
- Ability to manage multiple deliverables at once and prioritize workload
Nice to Have
- Interest in and/or prior experience in the insurance industry
- Experience in using Salesforce.com & Atlassian JIRA project management system
- Understanding of basic electronic data transmission methods
- Insurance producer’s license
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