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Benefits Specialist

2 weeks ago

Barrie, Canada GroupHEALTH Benefit Solutions Full time

The Benefit Specialist is responsible for delivering exceptional client service in the administration and servicing of a block of direct clients. The Senior Benefits Specialist will coordinate activities with the Supervisors and Manager of the Benefit Specialist team.

**Outcomes**

**Within the first 30 days you will**
- Engage in 1-on-1 meetings with each Benefit Specialist to understand the work flow.
- Complete CRM and WEBS basic training
- Review of training material and resources as it pertains to systems and processes
- Demonstrate ability to use Enrol-Me.
- Demonstrate initiative and willingness to learn new skills and improve existing skills

**Within the first 60 days you will**
- Be able to determine which department at GroupHEALTH is responsible for specific lines of business/functions.
- Receive sign off for basic administrative changes
- Working understanding of each GroupHEALTH benefit and product offering
- Review and understand multicarrier eligibility guidelines
- Builds and supports teamwork with coworkers

**Within the first 90 days you will**
- Confidently work within our internal systems WEBS and CRM and able to train clients on external use of WEBS
- Solid understanding of our client service expectations and new business processes.
- Consistent achievement of reaching a target SLA of 90% and developing promoters of GroupHEALTH
- Identify a raving fan of your WOW service within first 90 days
- Completion of Group Life and Health Primer course (4 courses)

**Responsibilities**
- Engage with clients within a proactive service model, ensuring best in class service
- Service and support of retention and renewal process
- Support onboarding of new clients, ensuring a smooth transition
- Manage plan member eligibility in a Benefits Administration platform
- Educate clients and administer plans to carrier guidelines and policy plan design
- Manage claim and coverage inquiries
- Manage plan amendments, coordinating with internal departments and carriers
- Support clients with systems access and usability; provide support and training as users of multiple systems
- Responsible for maintaining accurate client documents
- Create and deliver client presentations as required
- Perform other duties as assigned by Supervisor or Manager

**Education & Experience**
- High School Diploma required, post-secondary education an asset
- Group benefits experience such as insurance carrier, TPA, consulting house, or advisor support an asset
- 2+ years of Customer Service experience in an office or professional services environment required
- GBA courses/designation an asset

**Knowledge, Skills & Attributes**
- Passion for customer service and drive to ensure clients receive exceptional service
- Ability to work well in a fast-paced, changing environment
- Adept at working in multiple systems with strong computer skills
- Comfortable presenting to a small audience
- Group benefits and customer service experience
- Organized with a record or reliability
- Works well is a team environment and is invested in the teams' success
- Eager to continue learning and hone skills