Benefits Representative Resume Samples

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DL
D Ledner
Danika
Ledner
6287 Murray Mountains
Philadelphia
PA
+1 (555) 398 1176
6287 Murray Mountains
Philadelphia
PA
Phone
p +1 (555) 398 1176
Experience Experience
06/2015 present
Chicago, IL
Benefits Representative, Leave Administration
Chicago, IL
Benefits Representative, Leave Administration
06/2015 present
Chicago, IL
Benefits Representative, Leave Administration
06/2015 present
  • Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
  • Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
  • Passionate -- always strive for excellence and have pride in your work
  • Energetic -- high energy, willing to work hard and enjoy success and willing take risks
  • Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
  • Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
  • Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
01/2010 05/2015
Los Angeles, CA
Customer Service Benefits Representative
Los Angeles, CA
Customer Service Benefits Representative
01/2010 05/2015
Los Angeles, CA
Customer Service Benefits Representative
01/2010 05/2015
  • Assists in planning and implementing department goals and makes recommendations to management to improve efficiency and effectiveness
  • Provides functional guidance, training and assistance to lower level staff
  • Establishes and implements performance and service standards
  • Develops and implements process and/or operational improvements to enhance efficiency and effectiveness of operations
  • Provides assistance, training and troubleshooting support to lower level staff
  • Directs and/or manages all activities associated with Call Center operations, including developing and implementing policies and procedures on systems
  • Develops departmental budget and controls costs
04/2003 10/2009
New York, NY
Benefits Representative
New York, NY
Benefits Representative
04/2003 10/2009
New York, NY
Benefits Representative
04/2003 10/2009
  • Reviewing billing system (SPARCS) to verify patient’s eligibility to receive medication and updating necessary information
  • Manage email correspondences and telephone calls by promptly responding or redirecting if necessary
  • Communicate and follow-up with team members regarding outstanding issues or client service management tickets
  • Securing and verifying a method of payment (MOP) for patient’s financial responsibility to prevent company bad debt
  • Providing the employee with the leave packet with instructions specific to the type of leave for which the employee is applying
  • Administer payments related to Workers Compensation claims, including medical bills and lost time
  • Run reports in various systems to assist Supervisor of U.S. Benefits and Senior Leadership with budgets, finance and reporting
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Georgia
Bachelor’s Degree in Business
Skills Skills
  • Coordinate transition from short-term disability to long-term disability with the employee, business unit, and insurance company
  • Ability to write and prepare detailed reports and spreadsheets
  • Strong attention to detail
  • Ability to apply concepts of basic algebra and finance
  • Ability to communicate and respond calmly and professionally
  • Project a professional and approachable demeanor
  • Ability to explain complex information to others in an understandable manner
  • Strong problem-solving skills
  • Commitment to excellent customer service
  • Excellent work ethic
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15 Benefits Representative resume templates

1

Benefits Representative Resume Examples & Samples

  • Bachelor Degree in Business Administration, Human Resources, Finance, or significant work experience
  • 2 plus years of related Benefits, HR or Business experience
  • Be able to work on-site at Tribune Tower (435 N. Michigan Ave, Chicago, IL)
  • Flexible and able to work in a fast paced environment
  • Customer service focused
2

Benefits Representative Resume Examples & Samples

  • Provide short-term disability, FMLA, and unpaid leaves leave administration for all Tribune business units
  • Providing the employee with the leave packet with instructions specific to the type of leave for which the employee is applying
  • Communicate with employees, managers, Human Resources, payroll, and third-party vendor to monitor and track leaves
  • Submit approved short-term disability time to payroll each pay cycle
  • Monitor and track FMLA time
  • Invoice, collect, and monitor premium payments as necessary
  • Provide long-term disability administration for all Tribune business units
  • Coordinate transition from short-term disability to long-term disability with the employee, business unit, and insurance company
  • Set-up benefits billing
  • Provide job-related documentation to insurance company as requested
  • Track employees with 24 month LTD limit and process accordingly
  • Track 30 month benefits continuation and process accordingly
  • Update employee record upon receipt of Social Security award
  • Provide back-up for the benefits customer service phone number
  • 3-5 years of Benefits, HR or business experience
3

Benefits Representative Resume Examples & Samples

  • Process all pended enrollments, life events and employee changes submitted by employees via Employee Access as well as such requests submitted via telephone
  • Process all such requests in accordance with documented client procedures
  • Process Evidence of Insurability (EOI) forms in accordance with documented customer procedures. Ensure that all work is completed in accordance with published service level agreements
  • Pro-actively contact the client's Human Resource (HR) and benefits staff to assess their satisfaction with services provided
  • Establish and maintain effective relationships with clients and gain their trust and respect
  • Provide tier one support to HR/BAS clients and their employees who contact the service center
  • Communicate benefit changes and policy as necessary
  • Research and resolve complex employee benefit problems and questions
  • Coordinate tier two support with the designated Customer Lead, Client Services Supervisor or the Account Manager
  • Work closely with benefit providers to resolve eligibility errors generated by benefit providers
  • Serve as an employee advocate to benefit providers for claims issues
  • Perform all Quality Assurance (QA) procedures as specified in the client's Administrative Procedures document
  • Perform special projects as deemed necessary by the Client Services Manager
  • 2+ years working in a Customer Service environment
  • 2+ years experience in employee benefits and/or HR administration
  • 3 years experience as an ADP - Employease Client Support Specialist or equivalent with in-depth knowledge of ADP's HRB and PayeXpert (or PCPW) products and a proven proficiency of navigating the ADP organization to resolve client requests
4

Benefits Representative Resume Examples & Samples

  • Manage all activity related to short term disability benefit claims under all corporate disability plans for hourly and support employees
  • Administer payments related to Workers Compensation claims, including medical bills and lost time
  • Assess and analyze information to determine eligibility requirements, appropriate coverage under the applicable plan
  • Evaluate complex medical information provided and investigates other possible payments including but not limited to salary continuation practices, workers comp payments, Social Security Disability Income benefits or disability pension payments
  • Determine if claim is payable under appropriate plan or contract language or if claim should be declined
  • Determine first payment date based on analysis of contract or plan language
  • Setup and process claim in the disability payment system, including the expected length of disability
  • Monitor return to work dates
  • Communicate and counsel employee on social security disability filing and follow-up
  • Determine if and when Long Term Disability application should be sent and counsel employee as needed
  • Determine, based on analysis of medical and/or plan information, when the payment stops
  • Enter adjustment information of transfer of payment type from workers comp to group or vice versa or credit information with payroll and ensure system in balance with payroll records
  • Meet established quality goals by gathering and entering accurate data into the systems. Impacts key goals including Customer Satisfaction, Continuous Improvement, Velocity, Accuracy, Efficiency, Cost Savings and Process Quality
  • Monitor cases to ensure that applicable state laws and Caterpillar benefit plan requirements are met regarding injuries and benefits
  • Perform miscellaneous clerical duties in support of the job function
  • Knowledge of various Caterpillar benefit plans
  • Working knowledge of medical and legal terminology
  • 1-year vocational program after high school or an equivalent on-the-job training program
  • 1 to 2 years job-related experience
5

Benefits Representative Resume Examples & Samples

  • Escalate issues of increased complexity, according to department standards, to the applicable internal client service contact
  • Act as a liaison among the member, client, service provider, and the healthcare organization when necessary
  • Assist members by helping them decipher benefit plan documents, describing their benefits, explaining the applicable benefit plan policies and/or procedures, and referring them to the appropriate service representatives
  • Document member and client communications in the client management services tool according to department standards
  • Resolve eligibility-related discrepancies by updating the carriers with the correct information
  • Process qualified status changes by sending updated information to the applicable carriers and updating related benefits administration systems
  • Assist members with benefit claims resolution by coordinating with the carrier or the assigned benefits administration team member to escalate the claim for further research and completion
  • Research and complete daily assigned client services tickets
  • Communicate and follow-up with team members regarding outstanding issues or client service management tickets
  • Maintain excellent attendance and punctuality according to department standards
  • Exceptional telephone etiquette and communication skills in a call-center environment including, but not limited to: listening without interrupting, using a clear and audible voice, using an appropriate and inoffensive tone of voice, communicating enthusiastically (when appropriate), using proper grammar and appropriate terms, using language that is easily understood by the receiving participant, and using the proper rate of speed when speaking
  • Strong problem-solving skills
  • Intermediate typing skills (approximately 40 WPM)
  • Intermediate computer skills, including the use of Microsoft Office (Word, Excel, Access)
  • Ability to communicate and respond calmly and professionally
  • Must be able to screen details and identify potential discrepancies
  • Must be able to clearly communicate in the English language
6

Benefits Representative Resume Examples & Samples

  • Manages the maintenance of employee benefit files and updating of employee payroll records
  • Manages the maintenance and reporting of all bookseller leave requests inclusive of FMLA, short and long term disability, personal leaves and workers compensation cases in accordance with federal and state laws where applicable
  • Resolves employee questions and problems by interpreting benefit policies and procedures
  • Prepares essential benefit and leave reports by collecting, analyzing, and summarizing information and trends within the Distribution Center
  • Design and distribute materials for benefit orientations and open enrollment presentation
  • Works closely with Westbury home office, DCs and ESIS to support consistency in all issues related with all leaves inclusive of worker’s compensation cases
7

Project Based Customer Service Benefits Representative Resume Examples & Samples

  • Communicates appropriate options for resolution in a timely manner
  • Informs customers about services available and assesses customer needs
  • Benefits experience preferred
8

Benefits Representative Resume Examples & Samples

  • 5+ years of experience in Benefit Management
  • Knowledge of benefits contract language Knowledge of all pertinent federal and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including ERISA, COBRA, FMLA, ADA, Section 125, workers' compensation, Medicare, OBRA, and Social Security and DOL requirements
  • Highly organized *LI-HD#HR
  • Previous experience in HR Management
  • PHR or SPHR
9

Benefits Representative Resume Examples & Samples

  • Excels as part of a cooperative, dynamic team, always displaying a positive attitude and a desire to “solve for yes” and provide win-win solutions
  • Able to adapt to change, take initiative, manage time effectively, and successfully manage stressful situations
  • High school diploma required; college degree preferred
  • Certification(s) in Human Resources, Benefits, COBRA, or related field is desired
  • Minimum three (3) years of employer group benefits administration experience (including administration of employer group benefits at an insurance carrier, broker, and/or Human Resources department)
  • Minimum two (2) years in a customer service or call center is required, preferably in a health insurance carrier or Human Resources environment, with minimum one (1) year in a lead or supervisory role
  • Active Life Agent License is required or must be obtained within three (3) months from hire date
  • HIPAA Certificate must be obtained within one (1) week of hire date
  • Advanced knowledge of benefits administration practices and procedures
  • Requires the ability to collect and analyze complex numerical and written data and verbal information to reach logical conclusions
  • Requires the ability to work and cooperate with clients, co-workers, managers, the public and employees at all levels in order to exchange ideas, information, instructions and opinions
10

Benefits Representative Resume Examples & Samples

  • Evaluate, approve, and continually audit online enrollments, qualifying events, and terminations through Workday
  • Instruct employees to the appropriate resource for benefit questions if able to. Resources include but are not limited to payroll, benefit brokers, stock admin, and various carriers
  • Pull and format reports from Workday for internal department needs on a regular basis (monthly)
  • Work with the benefits team on the annual open enrollment and plan renewals
  • Assist with maintenance of Workday Benefits related trainings and education through the company intranet, Yelp Basics
  • Work with the benefits team to establish a more robust wellness program
11

Benefits Representative Resume Examples & Samples

  • Resolves administrative issues in various Voluntary & Core Benefits programs. Answers employee and site HR calls and e-mails pertaining to core and voluntary benefit issues. Works directly with the carriers, third party administrators and broker to insure issues are handled in a timely manner and within plan contract and policy standards
  • Provide benefit eligibility and enrollment compliance information to all locations for perpetual and Open Enrollment periods. Works with enrollment company and service center to verify accuracy of eligibility and enrollment data for all locations and distribute accordingly. Processes weekly corrective payroll adjustments as needed and monthly payment and/or participant files to carriers
  • Aid in the development and distribution of employee benefit Information. Develops communications, e-mails, and posters for the education of employee benefits and enrollment opportunities. Distributes updated benefit information in a timely manner
  • Conducts benefit orientations for newly eligible outfitter groups for the Corporate location
  • Performs data testing on plan level changes to assure accuracy of benefit plan changes, year over year data transfer, and carrier data feeds
  • Participates in required training and maintains HIPAA required plan privacy standards for personal health information (PHI) in any forms
  • Associate's Degree or Apprenticeship
  • 2 to 4+ years experience
  • Experience with Microsoft Word, Excel and Outlook
  • HRIS Infinium experience is required
12

Customer Service Benefits Representative Resume Examples & Samples

  • Directs and/or manages all activities associated with Call Center operations, including developing and implementing policies and procedures on systems
  • Establishes and implements performance and service standards
  • Ensures productivity meets or exceeds service and quality standards
  • Supervises a staff of 2-25 people
  • Identifies trends and ways to take corrective actions as needed
  • Act as plan sponsor contact for all day to day plan administration issues and request in cooperation with Health and Welfare Benefits
  • Assist plan sponsors with year-end compliance requirements
  • Monitoring Call Evaluations
  • Coaching and Mentoring Team members
  • Conducting Training and Team Huddles
  • Monitoring Call Que
  • Follow up with daily emails
  • Previous Center experience preferred
13

Benefits Representative Resume Examples & Samples

  • Provide the primary interface for employee benefits inquiries between employees, partners and Human Resources (HR)
  • Respond to inquiries within a call center environment via telephone, e-mail and fax
  • Proactively resolve customer issues and research resolutions
  • Participate on project teams within the benefits management group
  • Utilize available resources and tools to resolve customer issues
  • Minimum of one year of call center or customer service experience or recent college graduate
  • Knowledge of basic benefits processes, including Immigration preferred
14

Benefits Representative, / Front Desk Resume Examples & Samples

  • Weekly preparation for new employee orientation which could include public speaking
  • Weekly filing of documents for the Benefits team
  • Clerical support for Director & Benefits Team Lead for Health, Welfare and Compliance
  • Counsels employees/participants by phone, e-mail, or in person regarding basic benefits issues
  • Researches and resolves benefits issues within 24 hours, which may include: eligibility, claim payment, incorrect payroll deductions, SAP problems, etc
  • Explains employee/participant rights under benefit plans and interprets plan parameters as it relates to COBRA, ERISA, HIPAA, etc
  • Assists employees with the completion of forms and with open enrollment questions
  • Provides basic education to employees relating to all health and welfare plans as well as 401(a) and 403(b) plans
  • Documents interaction with employees/participants on Report of Discussion sheets within SAP
  • Must have effective organizational skills and ability to prioritize a fluctuating workload and competing priorities is essential
  • Must have effective and empathetic communication style in managing in/outbound calls/emails and communications with employees, team members, vendors and lobby guests
15

National Accounts Employee Benefits Representative Resume Examples & Samples

  • Active Life & Health License (or must obtain within the first 6 months)
  • Minimum of 5 years selling group employee benefits (Life, Disability, Vision & Dental) through broker distribution channels
  • Proven track record in sales, including Business-to-Business
  • Marketplace Awareness; building, maintaining and leveraging local network
  • Critical skills include: product/technical knowledge, consultative/value-added sales, presentation, negotiation, analytical and problem-solving
  • Planning and organization including time, territory and travel management
  • Relationship and team building, as well as delegation
16

Employee Benefits Representative Resume Examples & Samples

  • Sell employee benefits products through an established network of insurance brokers, third party administrators and consultants
  • Meet seasonal targets and individual sales goals
  • Develop internal relationships, such as with underwriters, distribution specialists and internal support partners who will assist you in creating specialized plans to meet your clients’ needs. *LI-BD1
  • Groups Sales Industry experience required
  • A passion to succeed and challenge yourself while building a book of business
  • A winning attitude and interested in a career that offers independence, professional growth, and high income potential
17

Worksite Employee Benefits Representative Resume Examples & Samples

  • Educate brokers, agents and customers on a regular basis
  • Conduct product presentations and training sessions
  • Partner with our brokers and engage in a consultative partnership not only to help grow our business but their businesses as well
  • Meet and/or exceed activity goals as it relates to number of new clients, quote activity, broker relationships, and sold premium
18

Verification of Benefits Representative Resume Examples & Samples

  • Contact insurance companies to verify coverage status of patient benefits
  • Files pre-authorizations for patients with insurance companies and provide follow up as needed
  • Process supply orders
  • Maintains accurate patient information in relevant Alere Home Monitoring data management systems
  • Provides patients with information regarding their order status, which may include: developing financial breakdowns for the patient, giving the patient estimates of costs and collecting payments for co-pays for supply orders, if applicable
  • Gathers all necessary additional medical records as requested by insurance companies
  • Applies knowledge of company processes and procedures to respond to incoming communication from insurance companies, patients and internal departments
  • Prior medical insurance authorization experience preferred
  • One to two years data processing experience preferred,
  • One to two years customer service or provider relations experience preferred
  • Position requires heavy telephone contact with program providers and participants (up to 90%)
  • Excellent interpersonal and phone etiquette skills
  • Ability to provide superior customer service and meet customer satisfaction expectations
  • Detail & Team Oriented
  • Human Relation Skills
  • Basic Excel, Word and Outlook experience required
  • Demonstrates proficiency and accuracy using Alere Home Monitoring data management systems which are directly related to the specific job function
19

Worksite Employee Benefits Representative Resume Examples & Samples

  • Meet and/or exceed activity goals as it relates to number of new clients, quote activity, broker relationships, and sold premium. *LI-BD1
  • 1+years of selling worksite/supplemental/voluntary insurance products (Critical Illness, Cancer and Accident) through the broker distribution channel
  • Active Live and Health License or must obtain within the first 6 months of hire date
20

Senior Employee Benefits Representative Resume Examples & Samples

  • Build and establish relationships with key sources to market our portfolio of products (Group Life, Short Term Disability, Long-Term Disability) to some of the nation's leading employers
  • Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
  • Call on existing and potential customers to not only prospect new customers but also to develop a book of business
  • Develop internal relationships, such as with underwriters, distribution specialists and internal support partners who will assist you in creating specialized plans to meet your clients’ needs
  • Bachelor's Degree from a four-year college or university preferred
21

Worksite Employee Benefits Representative Resume Examples & Samples

  • Build and establish relationships with key sources to market our portfolio of products (Group Life, Short Term Disability, Long Term Disability) to some of the nation's leading employers
  • Commitment to attaining state required Life and Health agent license
  • Strong networking and relationship management skills
  • Excellent listening, presentation, negotiating and communication skills
  • The successful candidate is driven, self-motivated, consultative and a great problem solver
22

Benefits Representative Resume Examples & Samples

  • Review for completeness and accuracy and process health benefit enrollment/change forms, including medical, dental, vision, life, COBRA and flexible spending accounts
  • Administer enrollment and employee change information to plan providers, payroll and other plan administrators. Review Discrepancy reports and research questions related to benefit files
  • Prepare and maintain employee benefit records and documentation. Enter benefit related data into the systems
  • Research and investigate any issues between payroll, benefits and external vendors to assist employees with any heath benefit related questions in a timely manner. May include data comparison between multiple systems, review and suggest implementation of changes to current processes
  • Monitor waiting periods for benefit eligibility, initiate employee notification and distribute benefit material. Familiar with plan documents, carriers and coverage’s provided
  • Responsible for monthly billing reconciliations and questions
  • Run reports in various systems to assist Director of Benefits and Senior Leadership with budgets, finance and reporting
  • Practice and promote teamwork at all times. Set a good personal example of attitude and performance
  • Monitor all area related conditions, property and equipment within corporate standards for cleanliness, proper maintenance and safety. Advise Facilities of all breakdowns and maintenance immediately
  • Be familiar with procedures for handling all aspects of customer complaints and disputes and resolve any customer complaints in a friendly, courteous manner. Advise the Director of Benefits of any serious complaint or incident
  • Ensure proper follow-through on all directives, bulletins and schedules from the Corporate Office and Director of Benefits. Maintain a good flow of communication with HR department employees and within the Corporation
  • Make sure all area conditions do not threaten employee safety. Respond to and follow proper procedures on employee accidents, injuries, and loss or damage to any property. Report all incidents immediately. Practice and instruct all employees in proper loss prevention and reaction procedures. Report all incidents properly and immediately
  • An Associate’s degree in Business or a related field or equivalent Human Resources work experience required
  • A minimum of one (1) to three (3) years Human Resources generalist and/or benefit experience required
  • ADP and/or Workday experience a plus
23

Employee Benefits Representative / Trainee Resume Examples & Samples

  • Participate in the management of the day-to-day relationship between the State and various contractors including identifying areas of deficiency and taking appropriate action to seek satisfactory resolution of problems; research/analyze industry practices related to assigned contracts and make recommendations to current program design/operations; research and implement new legislation affecting assigned programs; assist with the development of program training modules and their presentation to EBD employees and State agency Health Benefit Administrators; and monitoring MWBE compliance
  • Work with vendors and/or EBD staff to research and resolve complex and/or high profile workers’ compensation or health benefits issues that are referred by other EBD staff, GOER and union representatives; prepare written responses summarizing findings and resolution; answer calls in EBD call center, as needed
  • Participate in the competitive bid process, including: reviewing Office of State Comptroller procurement guidelines; assisting in writing Requests for Proposals and developing evaluation criteria; evaluating bidders’ proposals; preparing recommendation memoranda; completing vendor responsibility determinations and responding to FOIL requests related to the procurements
  • Work with Counsel’s office to develop contract language and negotiate satisfactory terms with vendors; analyze financial impact of proposed contract amendments; prepare responses to inquiries from OSC as part of the contract approval process
  • Assist in the development and analysis of statistical data and program proposals; attend and document negotiation sessions
  • Respond to the operational needs of the Contract Management Unit as requested
24

Employee Benefits Representative / Trainee Resume Examples & Samples

  • Policy Development: Contribute to the development of Executive Budget proposals related to NYSHIP; Review enacted federal and State legislation and advise Division management of the impact on NYSHIP; assist in the development of new policies, when needed, for NYSHIP; work with Unit and Division staff to update existing policies, review forms and other documents for compliance with NYSHIP policies
  • Policy Maintenance: Assist in the maintenance of EBD policy directives and ensure directives are reflected in Health Benefit Administrator manuals for participating agencies and participating employers
  • Correspondence: Draft responses to correspondence from public employee unions, legislative offices, and other sources in conjunction with other members of the Policy Analysis and Strategic Planning unit
  • Affordable Care Act (ACA) Compliance: Work alongside EBD staff members to ensure State compliance with numerous ACA provisions, including “employer mandate” provisions and annual reporting requirements
  • Research: Conduct research related to latest developments in health insurance industry, with particular emphasis on efforts on other large public employers’ health insurance policies and industry-wide efforts to reduce health care spending
25

Employee Benefits Representative Resume Examples & Samples

  • Supervise and train two to three employees at the Employee Benefits Representative 1 and Employee Benefits Representative 2 level
  • Oversee the implementation of new programs and/or contracts
  • Manage the day-to-day relationship between the State and various large-sized vendors
  • Identify areas of deficiency and take appropriate action to seek satisfactory resolution of problems
  • Research/analyze industry practices related to assigned contracts and make recommendations to improve design and operations
  • Review quarterly financial and performance reports
  • Develop competitive solicitations for employee benefits contracts; review prior procurements and make recommendations for conducting current procurements
  • Develop evaluation criteria to score proposals from bidders and prepare award recommendation materials for the Department of Civil Service, Governor’s Office of Employee Relations and the Division of Budget
  • Prepare and negotiate contract language with vendors
  • Respond to inquiries from the Office of the State Comptroller as part of the contract approval process
  • Make determinations regarding the responsibility of vendors per State Finance Law provisions
  • Assist in the development and analysis of statistical data and program proposals
  • Present Program material at Joint Labor Management Committee meetings and respond to questions and document negotiation sessions
  • Ensure that collectively bargained benefits are properly communicated to enrollees and implemented by the vendor, often under tight time constraints
26

Benefits Representative Resume Examples & Samples

  • Communicatethe intent of clients in a manner that is understandable to internal partnersand our Benefits organization
  • Interactwith clients mostly by phone but also meet with them in person as needed
  • Supportclient implementations
  • Researchcases in RxClaim/AS400 and Salesforce
27

Benefits Representative Resume Examples & Samples

  • Communicate the intent of clients in a manner that is understandable to internal partners and our Benefits organization
  • Interact with clients mostly by phone but also meet with them in person as needed
  • Support client implementations
  • Research cases in RxClaim/AS400 and Salesforce
28

Benefits Representative Resume Examples & Samples

  • *IMPORTANT - Interested candidates MUST have an Active Life-Only Agent Insurance license***
  • Certification in Human Resources, Benefits, COBRA, or related field is desired
  • Exceptional telephone etiquette and communication skills in a call-center environment
29

Employee Benefits Representative / Trainee Resume Examples & Samples

  • Providing general and specific NYSHIP program, enrollment and eligibility information in person or by phone to HBAs, enrollees, or other applicable parties in State agencies or NYSHIP participating public employers
  • Explaining and interpreting applicable rules, regulations, polices and/or procedures in person or by phone to HBAs, enrollees, or other parties in State agencies or NYSHIP participating public employers
  • Using developed metrics and reporting to ensure unit workflow is meeting minimum standards and developing strategies to improve staff performance
  • Researching complex cases needing interpretation and consideration from other units within EBD
  • Serving as a liaison for intradepartmental and external agencies to resolve NYSHIP member issues
  • Managing unit workflow and provide direction for first-level supervisors
  • Providing analysis of prepared monthly narrative and statistical reports to assist management decision making
  • Drafting customized correspondence to address complex and escalated requests from enrollees and HBAs
  • Answering complex and escalated questions posed by subordinates, enrollees, HBAs and/or their representatives regarding rules and regulations of NYSHIP
  • Testing and providing feedback of NYBEAS system changes
30

Benefits Representative, Leave Administration Resume Examples & Samples

  • Manage an integrated prospect experience leveraging inbound/outbound tactics, including email / SMS marketing and messaging
  • Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
  • Be subject matter expert for email /SMS marketing and champion best practices within the organization
  • Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
  • Execute, report on and continuously optimize email marketing campaigns
  • De-construct competitive best practices in email marketing from leading brands
  • Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
  • Develop contact management strategy to influence customer experience and relationship deepening
  • Manage messaging stream, cadence & strategy across marketing/deepening, and account servicing emails with an understanding of impact to lifetime value
  • Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
  • Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals
  • Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
  • Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
  • Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
  • Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
  • Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership
  • 10+ years' experience in a business related role; minimum 5+ years' experience in digital marketing (prefer a focus on integrated demand generation)
  • Financial services experience is a plus and/or experience in regulated industries
  • Understand marketing technologies and methodologies
  • Demonstrable experience leading and managing email marketing and marketing database segmentation
  • Experience in identifying target audiences and driving qualified traffic through email / SMS campaigns that engage, inform and motivate
  • Passionate/knowledgeable about optimized design and user experience
  • Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills
  • Experience with A/B and multivariate tools/techniques
  • Experience managing and forecasting budgets and performance across marketing channels
  • Demonstrated ability to work with external agencies and manage day to day interactions
  • Innovative thinker -- willing to consider novel approaches to solving difficult problems
  • Energetic -- high energy, willing to work hard and enjoy success and willing take risks
  • Self-starter -- driven to get results, needing little or no management oversight
  • Passionate -- always strive for excellence and have pride in your work
  • Bachelor's Degree required, MBA preferred
  • LI-LT1
31

Benefits Representative Resume Examples & Samples

  • Determine if claim is payable under appropriate plan or contract language
  • Working knowledge of medical and legal terminology
  • Personal computer skills
  • Data Entry experience
  • 1-year vocational program after high school or an equivalent on-the-job training program
  • 1-2 years job-related experience
  • Ability to maintain confidentiality
  • Good communication skills
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Woksite Employee Benefits Representative Resume Examples & Samples

  • Cold calling brokers and agencies. You will also be required to establish and maintain mutually beneficial relationships
  • Develop a thorough understanding of our products and the benefits each one offers
  • You will get an opportunity to work on quotes that will generate our best selling opportunities
  • Teaming up with administrative staff to effectively address account management issues
  • 1+years of selling worksite/supplemental/voluntary insurance products (Critical Illness, Cancer & Accident) through the broker distribution channel
  • Active Life and Health License or must obtain within the first 6 months of hire date
  • Must have existing broker relationships and a proven track record in sales, including Business to Business selling
  • Must be a relationship builder, achievement-oriented, ambitious and self-motivated
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Patient Benefits Representative Resume Examples & Samples

  • Prior to a patients first appointment, obtains preliminary diagnosis, insurance coverage information and demographics. Based upon diagnosis, estimates insurance coverage, financial obligation, and completes patient cost estimate forms. Prepares and completes appropriate reimbursement and liability forms for patients first appointment
  • During patients first appointment, educates patient on insurance coverage, pre-authorizations, benefits, co-pays, deductibles, and out-of-pocket expenses. Assess patients ability to meet expenses and discusses payment arrangements. May educate patients on financial assistance programs as well as identify sources and provide assistance with completing forms. Reviews reimbursement and liability forms with patient and obtains approval signatures
  • Reviews and processes refund requests and adjustments. May discuss and resolve delinquent payments with patient and/or payers
  • Must be able to demonstrate knowledge of CPT coding and HCPS coding manuals
  • Must verbally communicate clearly and utilize the appropriate and correct terminology
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Benefits Representative Resume Examples & Samples

  • Review for accuracy and process employee health benefit enrollment events that include medical, dental, vision, life insurance, COBRA, health savings accounts and flexible spending accounts
  • Run reports in various systems to assist Supervisor of U.S. Benefits and Senior Leadership with budgets, finance and reporting
  • Be familiar with procedures for handling all aspects of customer complaints and disputes and resolve any customer complaints in a friendly, courteous manner. Advise the Supervisor of U.S. Benefits of any serious complaint or incident
  • Ensure proper follow-through on all directives, bulletins and schedules from the Corporate Office and Supervisor of U.S. Benefits. Maintain a good flow of communication with HR department employees and within the Corporation
  • Workday experience a plus
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Benefits Representative Resume Examples & Samples

  • Plans, develops and executes employee benefit communications
  • Project lead for new employee benefit programs
  • Directs preparation and distribution of informational literature and verbal presentations to notify and advise employees of eligibility for benefits programs, such as insurance plans, paid time off, and special employer-sponsored activities
  • Examines, assesses, and combines data to provide information on benefits and group insurance programs and utilization
  • Answer questions from employees on benefit related matters, distribute forms to employees, new hire orientation, etc
  • Explains and interprets more complex aspects of company benefit programs to employees and dependents
  • Ensure benefits data in HRIS is accurate
  • Produce ad hoc HRIS reports
  • Track and maintain the monthly Health & Welfare spreadsheet for the Benefits Department
  • Plans, develops and directs Corporate and Organizational Wellness initiatives and provides data analysis and reporting on Wellness efforts and its’ impact on the Company’s Health and Welfare costs
  • Special projects assigned by the Associate Director of Benefits
  • Excellent organizational and communication skills.Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to write and prepare detailed reports and spreadsheets
  • Ability to speak effectively before groups of employees and vendors as well as effective written skills
  • Ability to calculate figures and amounts such as discounts, interest, commissions proportions, percentages, area, circumference, and volume
  • Ability to apply concepts of basic algebra and finance
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exits. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  • Must be able to multi-task, prioritize, lead and follow through on projects
  • Project a professional and approachable demeanor
  • Proficient in Word, Excel, Power point, HRIS, and Lotus Notes
  • 1 - 3 years of related experience and/or training in an HR/Benefits environment
  • Occasional business travel
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Lead Benefits Representative Resume Examples & Samples

  • Process retirement plan contribution wires
  • Coordination of Qualified Domestic Relations Orders for retirement plans
  • Respond to third party retirement plan administrator inquiries on our indicative file feed errors
  • Collection of data and documentation required for annual plan audit
  • Support of long-term Incentive administration, including plan communications and coordination of long-term incentive payouts
  • Coordinate non-employee director compensation administration
  • Coordination and processing of executive life insurance plan payments, related employee income updates in payroll and plan communications
  • Annual coordination of deferred compensation plan distributions
  • Manage various purchase order accounts and invoice processing for global benefits and payroll teams; audit invoices for accuracy. Payment of invoices from trusts from various retirement plans
  • Periodic audit of enrollment and benefit deductions for accuracy; coordinate with process owners for issue resolution
  • Process benefit reimbursement requests (childcare, fitness, officer benefits)
  • Intranet maintenance for benefit plan information
  • Bachelor’s degree or relevant work experience
  • Excellent interpersonal skills including both written and verbal communication
  • Strong sensitivity to handling confidential information
  • High level of initiative with a drive for results and ability to multi-task
  • Strong Microsoft Office experience including Excel, Word and Powerpoint
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Benefits Representative Resume Examples & Samples

  • Responds to telephone inquiries regarding client benefits
  • Responsible for the day-to-day service and administration of benefit plans for assigned clients using established procedures and detailed instructions
  • Informs customers about services available and assesses customer needs
  • Performs benefit calculations where required
  • Maintains benefits member database
  • Prepares benefit statements and year-end update of benefit records
  • Provides basic advice and guidance to clients or plan members
  • Assists employees in the completion of appropriate forms, calculation of benefits or premiums
  • Liaises with actuarial staff, senior consultants or senior administrator/manager, as well as trust company and insurance company representatives
  • Monitors priority of calls and shifts escalated calls to assure resolution to problems
  • Coaches and advises less experienced administrators
  • Strong Customer Service experience required
  • Must have experience working with benefit packages
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Benefits Representative Resume Examples & Samples

  • Provide excellent customer service to employees: answer questions regarding benefits, explain general employment benefits and general policy terms, provide assistance with benefit processes in Workday, provide information to participants with inadequate internet service
  • Manage email correspondences and telephone calls by promptly responding or redirecting if necessary
  • Communicate clearly both orally and in writing
  • Compose communications, using appropriate terminology, forms, templates, and software. Draft correspondence or edit correspondence drafted by others and proofread for accuracy of content and errors in grammar or structure
  • Review various benefit materials and communications for accuracy and relevant information
  • Upload, organize, and archive insurance benefits content on the corporate intranet (Unity/SharePoint) and/or Workday
  • Respond to benefits-related employment verification requests and other external requests for information
  • Using applicable software reporting functionality, develop and run reports pertaining to the benefit plans and activities, including enrollment reports, payroll change reports, and census reports
  • Enter benefits-related data into Workday or other benefits software or websites as requested
  • Assists with enrollment activities for insurance benefits as requested, including preparation and distribution of communications, making documents available on corporate intranet, responding to participant questions, etc
  • Maintain COBRA records in accordance with compliance requirements: send COBRA notices, track enrollment, distribute billing statements
  • Track and process insurance premiums from Member Volunteers and COBRA participants
  • Prepare accounts payable check requests, fund transfer requests, and journal entries as requested
  • Assist with management of the FSA plan: receive and review FSA reimbursement requests, process FSA reimbursements, and maintain FSA records
  • Process life insurance claims and ensure appropriate communication is conducted with beneficiary(ies) in an accurate and timely manner
  • Ensure that life insurance claims are scanned after processing
  • Troubleshoot technical problems with computer equipment and applications. Submit and track IT Help Desk requests for Insurance Benefits
  • Provide general clerical and administrative support in Insurance Benefits, including but not limited to scanning and filing documents, maintaining equipment, and monitoring office supply inventory and ordering as needed
  • Serve as the department purchasing representative
  • Participate in department and organizational spiritual activities such as morning devotionals, Entermission, and other periodic gatherings
  • Ensure that all personal and employment information is handled, controlled and secured with strict confidentiality and in accordance with HIPAA
  • Cross train as required by manager to become proficient in activities to ensure adequate coverage for critical processes to provide for the continuity of tasks and the entire benefits administration process
  • Participate in education, instruction and professional development as determined by manager to maintain job related skills and competencies
  • Perform other duties as assigned by Manager
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Benefits Representative Resume Examples & Samples

  • 5 years job related experience with degree in Business, HR or related degree; 7 years job related experience may be considered in lieu of college degree
  • Specialized experience dealing with the administration of employee benefit plans, specifically Health & Welfare, dental, life, FSA, and HSA
  • Knowledge and understanding of federal and statutory laws including, but not limited to, ERISA, FLSA, FMLA, COBRA, EEO, ADA, ACA, and HIPAA
  • Experience in customer service related to benefits administration, with essential skills in navigating a software system to document conversations and outcomes as well as managing follow-up actions
  • Excellent communication skills-written and verbal-with knowledge and understanding of how to communicate information on health insurance
  • Must have an effective and empathetic communication style in managing in/outbound calls and communications with plan participants and team members
  • Experience in providing timely information, and attention to detail and quality are essential
  • Analytical and problem solving skills required. Ability to build constructive and effective relationships while using diplomacy and tact to find common ground in resolving issues and diffusing high-tension situations comfortably
  • Must be cooperative and approachable, able to gain trust and support to collaborate effectively
  • High level of professionalism and confidentiality is a must
  • Bilingual in English/Spanish a plus
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Patient Benefits Representative Code Resume Examples & Samples

  • Ensure that patient co-pay amount is correctly entered into system (or conveyed), allowing front desk to collect appropriately
  • At each patient visit, verifies and updates demographics and insurance coverage in computer system according to Standard Operating Procedures (SOPs)
  • Must be able to verbally communicate clearly and utilize the appropriate and correct terminology
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Senior Benefits Representative Resume Examples & Samples

  • 2 to 5 years related benefits experience in administering and coordinating company sponsored benefit plans
  • Extensive knowledge of benefit program design and implementation methods
  • Knowledge of federal, state and local laws relating to benefits
  • Demonstrates resourcefulness and good analytical skills
  • Good interpersonal, communication and networking skills
  • Ability to work independently and prioritize workload
  • Computer skills (MS Word, Excel, PowerPoint)
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Benefits Representative Resume Examples & Samples

  • Strong communication, analytical and problem solving skills are a must
  • Candidate must have the ability to navigate a computerized data entry system or other relevant applications for tracking, information gathering, and/or troubleshooting
  • Prefer one year experience in health care or managed care
  • Prefer knowledge of health care terminology, communication and negotiation skills and experience with various reimbursement methodologies
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Benefits Representative Resume Examples & Samples

  • Experience working with computer applications
  • Ability to compare figures accurately and reconcile discrepancies
  • Ability to explain complex information to others in an understandable manner
  • Ability to maintain positive working relationships with a diverse group of people
  • Ability to work effectively within a team
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Patient Benefits Representative Resume Examples & Samples

  • Prior to a patient receiving treatment; obtains insurance coverage information and demographics; educates patient on insurance coverage, benefits, co-pays, deductibles, and out-of-pocket expenses
  • Assesses patients' ability to meet expenses and discusses payment arrangements. May educate patients on financial assistance programs as well as identify sources and provide assistance with completing forms
  • Based upon diagnosis, estimated insurance coverage, and financial assistance, completes Patient Cost Estimate form. Completes appropriate reimbursement and liability forms for patient’s review and signature. Forwards appropriate information and forms to billing office
  • Responsible for obtaining insurance pre-authorization or referral approval codes prior to each treatment
  • Ensures that patient co-pay amount is correctly entered into system (or conveyed)
  • Verifies and updates demographics and insurance coverage in computer system according to Standard Operating Procedures (SOPs)
  • Adheres to confidentiality, state, federal, and HIPPA laws and guidelines with regards to patient’s records
  • Minimum three (3) years experience with health insurance verification as well as ability to work with patients in discussing/collecting account balances
  • Proficiency with computer systems and Microsoft Office (Word and Excel) required
  • Demonstrated knowledge of CPT coding and HCPS coding application
  • Must be willing to travel to all clinic locations as needed