Benefits Technology Analyst, Employee Benefits-BKS Partners

BKS Partners is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. BKS Partners has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management.

The Benefits Technology Analyst works alongside the Technology Specialist and Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Technology Analyst is responsible for ensuring data accuracy within the system. The successful candidate will build and maintain colleague and client relationships, undertake new opportunities, and learns and conduct research independently as needed.

Principal Responsibilities:

Maintains benefits administration system requests from assigned accounts including eligibility management items such as adds, changes, terminations, life events, and beneficiaries

Collects enrollment data and enters into various insurance company eligibility systems

Manages onboarding and transition process, and access, for all groups within the Eligibility Management System

Provide support to configure and administer the eligibility management system and assists with maintenance/troubleshooting

Conducts tests in eligibility management system after new implementations and renewals

Maintains monthly enrollment spreadsheet for assigned third-party vendors

Monitors technology email and manages basic client inquiries

Monitors insurance partner’s files and address any discrepancies identified in the reports for assigned clients

Documents all activity in on-line client file to ensure quality and responsiveness

Conducts and assigns various Eligibility Auditing of select accounts such as billing reconciliation, monthly reports, post-renewal audits, and system to system discrepancy reports

Aids in analyzing, evaluating and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation, to address business needs

Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims · Identifies client training opportunities related to policy and eligibility management

Cultivates strong relationships with insurance company partners and understands carrier requirements and attributes

Act as secondary resource to the Employee Benefits Team and/or client and back-up support to Employee Care Center

Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Knowledge

Knowledge, Skills and Abilities:

At least one year of working experience with benefit administration, payroll, and/or HRIS systems

Superb client relations/customer service skills

Beginner to moderate knowledge of Microsoft Word and PowerPoint

Possesses a moderate working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups

Demonstrates strong organizational skills and high attention to detail

Demonstrates effective presentation skills through both verbal and written communications

Possesses the ability to learn appropriate insurance company and firm software systems

Possesses the ability to learn benefits and grow in product knowledge · Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines

Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows

Current Florida 2-15 License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days

Demonstrates firm’s behavioral tenets, exuding behavior that is aligned with corporate culture

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JR105832

Remote/Remotely/Tele/Telecommute/From home