Employee Benefits Account Associate - Milwaukee, United States - Risk Transfer Advisory Group (RTA)

Description

Who We Are
Risk Transfer Advisory Services, LLC is a benefits consulting firm.

We help clients implement best in class benefit strategies, provide ongoing benefits program management, save them time on benefit administrative tasks, minimize risk, and gain access to a best-in-class software solution.

At Risk Transfer Advisory Services, we are committed to our people first culture, where our team feels accepted for who they are and valued for their impact on our Purpose of
_delivering what matters through authentic connections and relentless accountability._ We believe we get great results because of great people.

We continually strive to create a workplace culture that equally challenges and supports our team to step outside their comfort zones and promotes creativity and participation.

Our foundation is made up of our following core values which authentically define how we serve, behave, and interact on a day-to-day basis:


Servant's Heart Trust Accountability Curiosity Kaizen

Benefits of Working at Risk Transfer Advisory Services

• We believe you bring your whole self to work, and we care about your professional and personal growth and wellbeing.
• Full support and career development resources to expand your skills, enhance your expertise, and maximize your potential along your career journey.
• A diverse and inclusive community of belonging, where you will be empowered to bring ideas to the table and encouraged to take initiative.
• Generous Total Rewards Plan comprising of:
• Health benefits
• Employer paid STD and LTD
• FSA and DFSA plans
• 401k
• Competitive compensation package
• Unlimited PTO
• Schedule flexibility with hybrid work environment

Who We are Looking For
In terms of cultural fit, you must be self-motivated, open minded, and curious. You are energized by being a part of an organization focused on service excellence to our clients. Additionally, you thrive in a team environment with a proactive approach to collaboration, supporting others, and sharing ideas.


Position Summary

As the Employee Benefits Account Associate, you will play a crucial role in supporting the smooth operation of the benefits administration process.

Your responsibilities will include maintaining electronic files, managing shared inboxes, updating project management tools, and ensuring accurate documentation of processes.

You will also assist in benefit guide creation and updates, contributing to the delivery of high-quality service to clients and stakeholders.

Essential Responsibilities and Duties

• Organize and maintain electronic files related to benefits administration, ensuring accuracy and accessibility.
• Establish electronic file management protocols to streamline retrieval and storage of documents.
• Monitor shared client support inboxes for incoming inquiries, requests, and documentation related to benefits.
• Prioritize and distribute client support inbox messages to appropriate team members for timely resolution.
• Manage and update the retail benefits system used for benefits administration, including employee records, enrollment data, and plan details.
• Conduct regular audits of benefit administration system to ensure data integrity and compliance with regulatory requirements.
• Handle the processing of benefit changes, including Qualifying Life Events (QLEs), enrollments, terminations, and other updates in the benefit administration system.
• Verify the accuracy of data entered into the benefit administration system and resolve discrepancies as needed.
• Document standard operating procedures (SOPs) and workflows for benefits administration processes.
• Regularly review and update process documentation to reflect changes in policies, regulations, or best practices.
• Manage the service calendar to track important deadlines, renewal dates, and client meetings related to benefits administration.
• Coordinate scheduling and reminders to ensure timely completion of tasks and deliverables included in the service calendar.
• Collaborate with team members to create, update, and customize benefit guides for clients.
• Ensure benefit guides accurately reflect plan details, eligibility criteria, and enrollment instructions.

Required Skills/Abilities

• Demonstrated ability to behave consistently with the company's Purpose and Core Values.
• Ability to develop and maintain collaborative, authentic relationships with all levels within the organization and clients.
• Ability to prioritize tasks and manage multiple deadlines effectively.
• Excellent communication skills and interpersonal skills, with the ability to build rapport with clients and internal stakeholders.
• Strong organizational skills and attention to detail.
• Strong problem solving and critical thinking skills.
• Strong independent judgement and decisionmaking skills, even in the absence of information.
• Exceptional analytical skills.
• Relentless customer focus combined with a strong commitment to continuous im