Open Enrollment Specialist

Description

• The CSR demonstrates detailed knowledge of the clients’ plan provisions and Health and Welfare benefit enrollment to ensure the maximum level of service is provided on every interaction.

• This position requires critical thinking skills, strong communication skills, the ability to multi-task, and the ability to convey ownership.

• The position requires the ability to work independently and in a team environment.

• Assist participants in a concierge service model, addressing most inquiries end to end.

• Provide high quality, proactive service, ensuring the successful completion of all inbound inquiries in a timely manner, keeping the participant apprised of status throughout the process in a proactive manner.

• Ensure an optimal participant experience in the handling of all inquiries end-to-end.

• Daily management of open cases and new cases on which includes interaction with the employee, conference calls with retirement providers, insurance companies and/or client services.

• Document and update participant account information in the case management system timely and accurately.

Experience Level

Entry Level

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