USRBP is hiring for an Employee Benefits - Client Services Specialist to join our growing team!

This is a hybrid role : 3 days in our Rochester, NY office and 2 days work from home per week.

We offer competitive compensation, excellent benefits package, generous PTO and much more!

About the Role

The Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure the team is equipped to support and consult clients on their employee benefits programs.

• Field and manage client, employee, and carrier inquiries.
• Escalate issues to senior account team members as required for resolution.
• Assist with employee claim issues and follow up on pending claims issues.
• Manage and process enrollments at the carrier level.
• Manage and process COBRA offerings and participants.
• Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers.
• Support activities surrounding client payment review/reporting (e.g. common remittance or revenue audits).
• Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request.
• Support renewal administration for the client, including preparing presentations, benefit guides, and enrollment meeting materials as required.
• Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy.
• Work with carriers and account team members to implement appropriate coverage for clients.
• Support in the implementation and ongoing maintenance/review of Benefits Administration and Call Center engagements.
• Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms.
• Contribute to the completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates.
• Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials.
• Handle ongoing client maintenance projects as determined by account team.
• Achieve and sustain client satisfaction on assigned accounts by managing client expectations according to our services agreement.

Qualifications

• Bachelor’s degree or equivalent experience.
• Life, Accident and Health Insurance License required within 6 months of hire (USRBP will cover costs for the training/exam).
• Customer service and interpersonal skills for dealing with different types of team members and clients.
• Communication skills, both written and verbal.
• Client service orientation and ability to respond to all communications effectively and timely.
• Proficient in Excel and Office 365.

Required Skills

• Client service experience with employee benefits, including major medical and voluntary and/or worksite benefits a plus.
• Insurance experience managing client and carrier relationships a plus.

Preferred Skills

• A good sense of humor and positive attitude.
• Strong organizational skills.
• Bi-lingual in Spanish a plus.

About the Company

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. For more information about USRBP, please visit our website: .

Our benefits division, U.S. Employee Benefits Services Group (USEBSG), provides an array of employee benefit solutions that include plan design, core and voluntary products, online enrollment, plan administration, third party administration, specialty health plans, and HR compliance through our Partner Firms. USRBP is hiring for Client Service Specialist for our Partner Firm, U.S. Employee Benefits Services Group.