Employee Benefits Specialist

Orange, California
$28.00-$31.80 per hour / 40 hours per week
Oct 14, 2023
Dec 13, 2023

Primary Responsibilities:

  • Provide administrative support for assigned Producer, Account Manager and Account Executive.
  • Responsible for day to day management of client services and administration of employee benefit plans to include eligibility, claims and billing issue resolution.
  • Maintain client database in Brokerage Builder.
  • Assist clients when necessary to process all new hires and terminations on benefit plans, ensuring timely employee enrollment and terminations.  Follow up with employees and/or client HR department as necessary on enrollment forms and related documentation.
  • Interface with clients and carriers on plan administration and account management issues.
  • Other duties as assigned.


  • Demonstrated ability to interpret and distill technical information relating to benefits.
  • Strong analytical, critical thinking and problem solving skills.
  • Ability to work independently with minimal supervision.
  • Outstanding initiative.
  • Intermediate to advanced knowledge of Microsoft Office (Word, Excel, PowerPoint and Outlook).
  • Excellent verbal and written communication skills.
  • Outstanding customer service skills.
  • Must be well-organized and possess strong time management skills.
  • Ability to follow instructions, prioritize work, follow-up and meet deadlines.
  • Excellent verbal and written communication skills
  • Ability to follow instructions, prioritize work, follow-up and meet deadlines


  • Minimum 1-5 years related experience, preferably in the insurance industry.
  • High school diploma or equivalent. 


  • Valid insurance Accident & Health/Life broker license issued by the state of California (or be eligible to obtain a license)

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