Benefits Administrator

LD&B Insurance and Financial Services
Job Description
ROLE
The Benefits Administrator reports to the Benefits Administration Manager and consults with him/her regarding concerns, problems, or for additional assistance. Client information must be maintained in strict confidence at all times. Professional conduct and 
integrity is expected.

RESPONSIBILITIES
  • Manage, grow, and serve a designated book of clients
  •  Process annual plan renewals independently; Prepare renewal and participant kits
  •  Conduct presentations to both employers and employees
  •  Engage in phone and email communication, on‐site visits with clients, and occasional meetings over lunch or outside normal business hours.
  • Analyzing substantiation documentation & claims; compare documentation and record discrepancies
  • Serve as a backup to process claims/checks and mail claim reimbursements
  • Prepare 5500 forms if required for client
  • Claim processing, billing, and payments are detail oriented and deadline driven
  • Collaborate and communicate with others in the division and in the firm
  • Provide support to co‐workers as needed for new and renewing clients and prospects
  • Other duties as assigned by management
PREFERRED QUALIFICATIONS
  • Bachelor’s or Associate’s degree preferred, with high school diploma required
  • Continuing education and training
PREFERRED SKILLS
  • Ability to learn and effectively utilize role‐specific software
  • Must be a self‐starting problem solver
  • Capable of learning and completing tasks independently as well as in a team environment
  • Possess effective and professional communication skills, including but not limited to verbal, written, and in person interaction with clients
  • Training and governmental requirements are continual
ADDITIONAL NOTES
  • Provide account rounding opportunities to other departments: Employee Benefits, Individual Life and
  • Health products, Personal Lines, Flexible Benefits and Financial Services
  • HIPAA regulations and industry compliance must be observed and maintained
PHYSICAL REQUIREMENTS
  • Must be physically able to work a minimum of 40 hours per week in the office
  • Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software
  • Must possess the ability to hear, see, and speak
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, kneel
  • Occasionally required to lift and carry up to 20 pounds
  • Perform with a high‐energy level and able to handle stress‐related situations on a daily basis
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle
  • Will be required to drive and travel unaccompanied in diverse weather conditions
Contact Information