Employee Benefits Customer Service
Location: San Diego
Posted on: April 18, 2019
Department: Employee Health & Benefits
Reports To: Manager of Employee Benefit Programs
The Employee Benefit Programs Associate provides assistance to meet
Client needs and resolve difficulties. This position provides Trust
administration support to include COBRA administration, PlanSource
management, plan document maintenance, and accounts receivable and
accounts payable responsibilities.
Essential Duties & Responsibilities
Act as a resource for internal teams and department, Clients, and
Carriers in the following areas:
- Using existing templates complete configuration documents as
- Update the employer portal in PlanSource; including look, design,
function ability, and plan document uploads as directed.
- Test the employer portal verifying accuracy of all screens and
plan information before release to Client.
- Provide COBRA administration utilizing the PlanSource system for
Client's new hires, qualifying events, and termination.
- Respond and resolve routine issues the Client may encounter
regarding receipt of benefit services and coverage questions.
- Monitor PlanSource's setup of EDI files.
Provide day to day Trust administration
- Provide enrollment materials and member ID's and cards as
- Process, submit, and follow up on applications to Carriers.
- Enter Trust documentation into the Agency Management System
according to policy and procedures and consistent with MMA
As directed, process the Trust's accounts receivable and accounts
payable tasks according to the Accounting department's
- Consolidate invoices ensuring timely billing of each client.
- Collect all money due to the Trust from each Client; notifying
the Employee Benefit Programs Administrator of any missing or late
- Pull reports from PlanSource to create the monthly Trust detail
- Reconcile invoices and process payments for each
- Identify and allocate member support fees to SSD
Education and/or Experience
Successful candidate will be a service oriented individual with
high personal standards and a hands-on work style. This position
requires an individual who is comfortable working at a varying
pace, managing multiple tasks and deadlines simultaneously,
adjusting priorities often, and managing frequent
This position interacts with and provides service to a large group
of internal associates and has high levels of contact with external
vendors. The Employee Benefit Programs Associate must be positive
and approachable, and work effectively with diverse personalities.
In addition, the following is required unless otherwise noted:
Must possess a strong understanding of health and welfare plan
benefits and carriers such that this expertise is recognized by
colleagues and clients. This level of expertise is generally
acquired through 1-2 years of experience providing group health and
benefits sales or service while at a brokerage or carrier.
Bachelor degree strongly preferred.
Accounts Payable experience including basic bookkeeping experience
a plus but not required.
Strong communication skills with the ability to provide
non-technical explanations to technical matters, and summarize and
present information in a clear, concise and accurate written and
Ability to make independent decisions and use good judgment in
addressing and servicing client and team needs.
Prior experience working with carriers' EDI files.
Maintain a valid unrestricted Life and Disability License in
California and meet the continuing education requirements.
Maintain a valid driver's license and dependable
Proficiency with Microsoft Word, Excel and PowerPoint to include
work experience creating tables, charts, graphs, pivot tables and
Work Environment & Physical Demands
Ability to use computer keyboard and sit in a stationary position
for extended periods.
Work is performed in a typical interior/office work
Travel may be required visiting clients within the San Diego
Extended work hours (10 - 12 hrs/day) required on occasion due to
attendance and participation at networking, industry functions and
Client meetings that begin well before the workday, and may extend
well into the evening.
Associated topics: assistance, client, front desk, network,
patient, service, technical, technical support specialist,
technician i, technician iv
Keywords: ICAT, San Diego , Employee Benefits Customer Service, Hospitality & Tourism , San Diego, California
Didn't find what you're looking for? Search again!