Benefit Specialist - Insurance Advisory Solutions

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in US
Remote
Junior
Insurance
The Role
Provides Tier 1 phone and email support to employee benefits clients, answering benefit questions, supporting enrollment, documenting client interactions, processing benefit administration, and advocating on escalated claims. The role supports small group accounts, coordinates with HR and insurance carriers, maintains knowledge of carrier requirements, identifies discrepancies, and recommends process improvements. Strong communication, organization, multitasking, and benefits knowledge are required.
Summary Generated by Built In
The Benefit Specialist assists benefit clients’ employees with questions regarding benefits, claims advocacy, enrollment support, and communications via phone and email as Tier 1 ECC support.

PRIMARY RESPONSIBILITIES:

  • Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims.
  • Documents all activity in on-line client file to ensure quality and responsiveness.
  • Personally, provides prompt, efficient, high-quality service to designated small group accounts (less than 10 lives) Interacts with HR as main point of contact Processes benefit administration as needed
  • Provides enrollment support. Provides daily (Tier 1) Employee Care Center Call Center Support for ECC accounts. Provides daily (Tier 1) Employee Care Center email support for ECC accounts.
  • Provides escalated Claims Advocacy for clients. Cultivates strong relationships with insurance company partners.
  • Is responsible for knowing carrier requirements and attributes
  • Looks for opportunities to improve the firm, business segment and processes.
  • Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

  • Effective presentation skills in both verbal and written communications.
  • The ability to learn benefits and grow in product knowledge.
  • The ability to apply knowledge and experience to explain benefits to members in clear and relatable terms.
  • Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
  • The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
  • Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE:

  • At least 1 year of call center experience and/or experience working in Employee Benefits, with an emphasis on handling client issues
  • Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required;
  • Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Skills Required

  • At least 1 year of call center experience and/or employee benefits experience handling client issues
  • Maintain all licenses required by the applicable State Department of Insurance, or obtain them within the first 90 days of employment
  • Effective verbal and written communication and presentation skills
  • Ability to learn benefits and develop product knowledge
  • Ability to explain benefits clearly to members
  • Ability to multitask, prioritize workloads, and meet deadlines
  • Ability to communicate effectively in a team environment and manage workflows
  • Certification

The Baldwin Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.

  • Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
  • Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
  • Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.

The Baldwin Group Insights

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The Company
HQ: Tampa, Florida
3,080 Employees

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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