Client Delivery
- Maintain an assigned book of client accounts; serve as backup coverage for other accounts within the team as needed
- Facilitate benefit enrollments, terminations, QLEs, status changes, and dependent verification across all assigned clients
- Act as the primary day-to-day contact for assigned clients and their employees on eligibility issues, ID cards, benefits questions, and carrier escalations
- Monitor client agreement terms and SLAs; proactively flag risk areas and service gaps to the Team Lead or leadership
- Investigate and independently resolve complex benefit-related concerns—enrollment, deduction, billing, and claims—escalating only when necessary
- Partner with carriers and vendors to resolve claims issues and address client benefit-related matters
- Provide training and guidance to client HR teams on benefits processes, system use, and best practices; serve as an informal resource to less experienced team members
System Builds, Testing & Open Enrollment
- Build and configure benefits administration systems for new clients, renewals, and plan changes; conduct testing to confirm accuracy prior to go-live
- Execute the full open enrollment cycle for assigned clients—build, plan configuration, testing, go-live validation, communication posting, monitoring, and post-OE audits
- Submit plan updates and enrollment changes to carriers and benefits platforms; assist with post-renewal activities including billing audits and feed/file reviews
- Complete post-open enrollment audits as agreed upon with the client to ensure data accuracy and enrollment integrity
- Maintain accurate benefits data in client HRIS and benefits administration platforms; update systems for renewals and any other business needs as required
Benefits Administration & Eligibility
- Complete monthly billing audits (both list bill and self-bill) for assigned clients
- Support the administration of leaves of absence as they relate to benefit eligibility and continuation
- Process qualifying life events (QLEs), status changes, and dependent verification in accordance with plan rules and client requirements
Reporting & Data Management
- Run census data as required to prepare RFPs or other reports; complete client audits to ensure accuracy of data
- Track all communications and activities in the system of record daily; respond to client inquiries within 4 business hours
- Manage projects and workstreams within assigned accounts, communicating timelines, deliverables, and expectations to clients and internal partners
- Manage the annual client service plan and timeline for assigned accounts, ensuring service cadences are met throughout the year
Compliance
- Operate in full compliance with HIPAA; maintain working knowledge of ACA, COBRA, FMLA, ERISA, and other applicable regulatory requirements
- Perform all other duties as assigned
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5+ years of experience in multi-client benefits brokerage or HR/benefits administration, including hands-on system build and OE execution experience
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Deep knowledge of HRIS and benefits administration platforms; ability to build, configure and troubleshoot systems independently (Employee Navigator, ADP, Paylocity or similar)
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Strong understanding of group benefit plans, compliance requirements (ACA, COBRA, FMLA, HIPAA, ERISA) and carrier/vendor relationships
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Microsoft Office Suite proficiency, particularly Excel and PowerPoint
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Highly organized with strong attention to detail; able to manage a complex, high-volume book of business independently across multiple deadlines
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Excellent written and verbal communication skills; able to manage client relationships and resolve issues independently with confidence
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Ability to thrive in a high-pressure, high-volume, deadline-driven environment with minimal oversight
Preferred Education & Experience
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Bachelor's degree in business, human resources, or related field (or equivalent experience)
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HR and/or HR technology background; experience with HRIS implementations or system integrations
Deeply Rooted to Serve
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.
For more information visit our website:
Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance
