Benefit Service Associate - San Francisco, Employee Health & Benefits Division


Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position.

Essential Duties and Responsibilities:

  • Assist client service teams with the insurance bidding and renewal
    • Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the
    • Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely
    • Using approved templates, prepare and coordinate creation of new / renewal binders and iPad presentations, open enrollment communications, and other client presentation
    • As skill and efficiency in performing the above duties develops, work with team members to learn how to analyze coverage and premium rate options to determine how best to meet client
  • Provide general administrative support to client service
    • Upload presentations to iPads and generally maintain iPads assigned to the Practice
    • Upload client data to mobile
    • Work with website vendors to maintain client
    • Create and maintain wallet ID cards as
    • Process Broker of Record letters internally and with
    • Maintain client and carrier contacts in requested internal
    • Prepare client records to be filed following policy renewals and on an ongoing
    • Update and assist in maintaining agency management and filing systems upon renewal and during special project
    • Coordinate open enrollment and other client communication materials as
    • Research trends and update benchmarking templates as
  • Provide general day-to-day support to clients as skill and knowledge
    • Act as liaison for client to research and resolve coverage, claim, and administrative
    • Escalate claim issues within the department and with our carrier partners, using resources and knowledge of
    • Recognize areas of concern and potential issues and work with client service team to develop
  • Adhere to internal process and procedures and keep abreast of changing
    • Follow processes and procedures as outlined in the Procedure
    • Attend departmental and carrier meetings to gain an understanding of health plan types and coverage options, and learn about changes/trends occurring in the insurance
  • Develop good relationships with others on the client service
    • Share information with team members to create a network of information within the
    • Attend monthly service team meetings and other meetings as
    • Provide back up to other service team members as

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 interruptions.


This position interacts with and provides service to internal associates and has contact with clients and vendors. The Benefits Service Associate must be positive and approachable, have a professional demeanor, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:


  • Bachelor degree is However, a minimum 2 years’ experience working in a professional office setting providing administrative support with a heavy emphasis on accuracy and detailed work can be considered in lieu of college.
  • Familiarity with the key features of commonly offered plan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledge of employee benefit insurance terminology and coverage options
  • Proficiency in using the internet and Microsoft Office applications to include Outlook, Word, Excel, and PowerPoint to create, format and update documents, presentations, and spreadsheets which contain tables, charts, graphs and advanced
  • Above average math skills to calculate ratios, rates and
  • Demonstrated ability to prioritize tasks, resolve problems, plan appropriately and make sound decisions within the scope of job responsibilities when there are changes in workload and when under the pressure of
  • Strong verbal and writing skills to communicate in a concise, logical and professional
  • Dependable with the self-initiative to follow through on assignments and work productively with others in a team .

Work Environment & Physical Demands

  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and
  • Work is performed in a typical interior/office work
  • Occasional overtime may be


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