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Benefits Advocate

Dallas, TX

Posted: 10/30/2018 Industry: Insurance Job Number: A Pay Rate: $20.00 /hour

Primary Responsibilities


  • Coordination of annual and ongoing eligibility/enrollment for clients health and welfare benefit programs – heavy data entry required

  • Initiates a new hire's enrollment in benefits and monitors changes of status by obtaining, verifying, and recording employee information through existing online Benefit enrollment system (or HRIS system when implemented). Maintains employee records online and paper (if needed).

  • Assesses eligibility, informs employees about benefits plans (health and welfare, 401(k)), answers benefits questions, takes lead in employee benefit problem resolution such as medical/dental claims, 401(k) employee account questions, including discussions with carriers and Payroll. Ensures that programs are being carried out based on plan descriptions/provisions 

  • Provide consultation services, guidance and expert advice to callers on process-related topics.

  • Evaluate information to determine compliance with standards.  Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, and standards.

  • Analyze information and evaluate results to choose the best solution for the client.

  • Handle complaints, settle disputes, and resolve grievances and conflicts

  • Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.

  • Provide information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person 

  • Entering, transcribing, recording, storing, or maintaining information in written or electronic



Basic Requirements   


  • Associate of Arts degree in business or equivalent education and/or experience.

  • *Work experience in HR or benefits Service Center is preferred. 

  • Self-directed/Self-starter with an eye for detail

  • Demonstrates broad knowledge of different health insurance plans, including CDHP and PPOs

  • Basic knowledge of insurance, premiums, deductibles, etc.

  • Knowledge of and ability to use HRIS systems and Microsoft Office. (i.e. set up functions, enter data, or process information)

  • Exhibits ability to maintain relationships with insurance and healthcare providers.

  • Prior customer service experience desired.

  • Organizational and time management skills to prioritize heavy workloads and meet time sensitive deadlines.

  • Above average communication skills; verbal, written, and interpersonal skills to interact with associates and clients at all levels of responsibility.

  • Ability to understand and anticipate the customer’s needs.

  •  Is able to translate legal, medical, and insurance-related jargon into layman’s terms for clarification purposes.

  • Has a "thick skin" and is able to handle complaints, even when handling unpleasant customers

  • Handles confidential information in the best interest of both customer and company

  • Able to work effectively with a case load of  27- 40 groups

  • Establishing and Maintaining Interpersonal Relationships – Able to develop constructive and cooperative working relationships with others, and maintain them over time.

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