Job Description
Job Description
Job Summary:
The PEO Benefits Specialist I provides essential support to clients, their employees, and internal partners. This role is responsible for the setup, processing, maintenance, and support of client benefit accounts within a PEO environment. The specialist ensures high-quality service through effective communication and timely issue resolution.
Key Responsibilities:
- Provide exceptional customer service to clients, employees, and field partners via phone, email, and fax.
- Set up and manage client benefit accounts, ensuring accurate and timely processing.
- Contact clients and employees through outbound call and email campaigns as needed.
- Process benefit enrollments for PEO product offerings.
- Research and resolve basic product and service issues for clients and employees.
- Document all interactions and resolutions in the CRM system to track ongoing issues.
- Conduct monthly audits and research to identify and correct billing discrepancies.
- Offer guidance to clients and employees on product offerings, including the setup and usage of online Health & Benefits tools to enhance client retention.
- Obtain and maintain benefit documentation to ensure compliance with applicable federal and state regulations, including Section 125 plans.
- Stay informed about changes in benefits products, industry regulations, and internal policies to maintain compliance and up-to-date knowledge.
- Resolve errors identified in audit reports and carrier discrepancy files.
- Interact with health and benefits carriers to resolve client issues.
- Participate in special projects and training sessions as needed.
Qualifications:
- High school diploma or equivalent required.
- Minimum of 2 years of customer service experience.
- Preferred: Experience with HRIS, payroll systems, and familiarity with Windows-based software.
- Strong communication, problem-solving, and organizational skills.