Employee Benefits Account Specialist

Job ID
# of Openings
Customer Service/Support


Job Title: Employee Benefits Account Specialist

Department: Employee Benefits

Reports To: Employee Benefits President

FLSA Status: Non-exempt

Job Code: Admin II


Summary The Account Specialist supports the Account Manager, Account Executive and President in the placement and service of employee benefits with the efficient delivery of products, services and analysis in accordance with the clients’ benefits strategy.


Essential Duties

Enters accurate client information into system applications.


Supports client retention by reflecting a positive image with clients


Resolves escalated service issues including eligibility and claims.


Performs eligibility changes to include enrollments, terminations and other modifications


Maintains strong carrier/vendor relationships.


Stays informed of carrier/vendor product knowledge and shares with team


Stays informed with legislation concerning PPACA


Participates in required continuing professional development


Supervisory Responsibilities                                                 

This job has no supervisory responsibilities.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                              

One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of underwriting and insurance coverages.


Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.


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