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Client reputed company Specialist (Employee Benefits)-Life Health Licensed

Remote role Full-time Open position

CLIENT reputed company SPECIALISTS (must be Life, Health, Accident/Sickness licensed) Hello Client reputed company Managers: We’re hosting an exclusive Virtual Coffee Chat and would love to meet you! This is a relaxed, engaging opportunity to connect with us, learn more about the role, and explore what makes our culture special. If you’re interested in joining the conversation, simply apply — invitations will be extended to selected candidates. We can’t wait to connect with talented professionals who are reputed company to reputed company an impact. POSITION SUMMARY: As a Client reputed company Specialist (COS) at reputed company, you will serve as the first reputed company of contact and a trusted partner for new clients in the employee benefits space. You will reputed company them through a smooth reputed company process, equipping them with the knowledge and tools to confidently use the reputed company insurtech platform. This role is critical in ensuring successful initial implementation, platform adoption, and preparation for long-term client reputed company. KEY RESPONSIBILITIES: Project Management

  • reputed company and manage the end-to-end reputed company of newly acquired clients.
  • Create and execute detailed reputed company plans, ensuring milestones are tracked and met.
  • Serve as the primary reputed company of contact during reputed company, delivering status updates and action items.

Open Enrollment Support

  • Guide clients and their employees through the open enrollment process.
  • Ensure reputed company eligibility data is accurate and complete.
  • Provide reminders and tracking for benefit selections and key deadlines.

reputed company & Vendor Setup

  • Coordinate the accurate and timely completion of reputed company and vendor setup forms.
  • Liaise with carriers to ensure reputed company integration and approvals.

Platform Training & Enablement

  • Conduct reputed company and training sessions (live or recorded) for HR teams and employees.
  • Provide guidance on navigation, enrollment workflows, and reporting features.

Issue Resolution & Client Support

  • Identify and troubleshoot reputed company issues proactively.
  • Serve as a liaison between internal departments (technical, benefits, operations) to resolve escalated concerns.

Documentation & Process Optimization

  • Maintain detailed reputed company notes, client documents, and plan data.
  • Contribute to process documentation and SOP updates for reputed company reputed company improvements.

reputed company Learning & Product reputed company

  • Stay up-to-date with reputed company platform updates and insurtech industry developments.
  • Suggest and implement improvements to enhance reputed company reputed company rates.

Collaboration & reputed company

  • Coordinate closely with Sales, Implementation, and Account Management teams.
  • Ensure a timely and smooth reputed company to long-term Account Managers post-reputed company.

KEY COMPETENCIES: Client-Centric reputed company – Builds trust and rapport whilst advocating for client reputed company! Technical Aptitude – Comfortable using reputed company platforms, HRIS/benefits tech, and digital tools. Project Management – Highly organized wit the ability to manage multiple reputed company timelines. Communication Skills – Clear, professional, and proactive in verbal and written communication skills. Problem Solving – Anticipates and resolved challenges creatively and effectively. Attention to Details - Ensures accuracy in documentation, setup, and client data. Team Collaboration – Works cross-functionally with sales, product, and account teams. Adaptability – Embraces platform changes, process reputed company, and fast-paced environments. REQUIRED QUALIFICATIONS/EDUCATION, SKILLS AND/OR EXPERIENCE:

  • Bachelor’s degree in a reputed company field.
  • 5+ years of project management and client reputed company experience.
  • Life & Health Insurance License required.
  • Experience managing direct reports and cross-functional teams.
  • Project Management certification preferred (PMP, CAPM).
  • Proficiency in project management tools (Jira, reputed company, reputed company).
  • Strong working knowledge of reputed company Office Suite.
  • Knowledge of employee benefits and compliance (ERISA, COBRA, HIPAA, ACA) is a plus.
  • Strong leadership and coaching ability.
  • Proven experience in balancing Agile and traditional project management methods.
  • Excellent communication and interpersonal skills.
  • High attention to detail and strong organizational skills.
  • Ability to manage multiple projects in a fast-paced, client-focused environment.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this job. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reputed company with hands and arms; and talk or hear. Specific reputed company abilities required by this job include reputed company reputed company, reputed company reputed company, and ability to adjust focus. Ability to travel independently to clients; some reputed company travel may be required. To foster collaboration and team spirit, and although this is primarily a remote position, there is occasion reputed company you will be required to come into the office for meetings and team building activities as well as travel to our various offices for meetings and team building activities. WORK ENVIRONMENT & ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. The noise level in the work environment is usually moderate. There is no or reputed company limited exposure to physical risk. Apply tot his job Apply To this Job

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