Senior Benefits Specialist

Responsibilities Prepare client meeting materials, presentations, and post‑meeting follow‑up documentation Maintain account action logs and track client deliverables to completion Organize and manage client folders, records, and documentation Support Open Enrollment (OE) preparation, including decks, materials, and document review Assist consultants with client deliverables, renewals, and reporting Coordinate escalated claims issues and work directly with carriers and vendors for resolution Support benefit plan implementations, vendor calls, and ongoing operational updates Manage RFP build‑out, gather requirements, and submit marketing materials to carriers Process fees, commissions, and related administrative updates Review and interpret utilization reports, plan performance trends, and benchmarking data Support plan design modeling, renewal preparation, and client reporting tools Maintain internal systems (BAM, Partner Systems), perform data entry, quality control, and workflow management Requirements Bachelor’s degree or equivalent work experience 3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans Proficiency in Microsoft Office Suite; advanced to expert Excel skills required Strong analytical and critical‑thinking capabilities Excellent verbal and written communication skills Ability to work independently, prioritize effectively, and apply sound judgment Exceptional attention to detail and organizational skills Ability to maintain confidentiality and handle sensitive information Strong vendor knowledge and established carrier relationships Demonstrates urgency, responsiveness, and a proactive client‑service mindset Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire Certifications & Qualifications Life/Accident & Health Insurance License #J-18808-Ljbffr