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Benefits Specialist (Huntersville)

Benefits Specialist (Huntersville)

Independent Insurance Agents of North CarolinaHuntersville, NC, US
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Benefits Specialist Including Employer Based Benefits With A Primary Focus On Medicare

We are seeking a dedicated and knowledgeable Benefits Specialist to join our team. This role focuses on providing expert guidance and support to clients navigating Medicare benefits as well as Company employee benefits. The ideal candidate will have a deep understanding of Health Insurance Benefits as well as a primary focus on Medicare programs (Parts A, B, C, D, and Supplement), exceptional communication skills, and a passion for helping individuals make informed healthcare decisions.

The Benefits Specialist will deliver personalized assistance, and contribute to the organization's commitment to exceptional service.

Key Responsibilities :

  • Provide one-on-one counseling and group education sessions to explain Employer Benefits, Medicare eligibility, enrollment, coverage options, and costs.
  • Process Medicare enrollments, disenrollments, and plan changes, ensuring timely and accurate submission of applications.
  • Support annual enrollment periods (e.g., Employer Renewals, Medicare Open Enrollment) by managing increased inquiries and providing timely assistance.
  • Maintain detailed records of client interactions and transactions in compliance with HIPAA and organizational policies.
  • Contribute to process improvements by identifying opportunities to enhance client experience and streamline benefits administration.

Qualifications :

  • Experience : Minimum of 2-3 years in benefits administration, insurance, or a client-facing role, with at least 1 year specializing in Medicare benefits.
  • Certifications : Active health insurance license, completion of CMS Medicare training or AHIP certification is a plus.
  • Knowledge : In-depth understanding of Health Insurance, Medicare programs (Parts A, B, C, D, and Medigap), enrollment periods, and regulatory requirements.
  • Skills :
  • Exceptional interpersonal and communication skills to explain complex information clearly and empathetically.
  • Strong problem-solving and analytical abilities to address client needs and resolve issues efficiently.
  • Proficiency in Microsoft Office Suite and benefits administration software (e.g., Company specific and Medicare-specific platforms).
  • High attention to detail and organizational skills to manage multiple cases and deadlines.
  • Attributes : Customer-focused and compassionate working with Employer's HR as well as Seniors.
  • Work Environment :

  • Professional office-based; occasional travel for client meetings or community events may be required.
  • Ability to work independently and collaboratively in a fast-paced environment, especially during peak enrollment periods.
  • Why Join Us?

    Fogle Insurance Group maintains a mission-driven team dedicated to helping employees and individuals with accessible healthcare solutions. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth.

    How to Apply :

    Please submit your resume and a cover letter detailing your experience with Health & Medicare benefits to Doug Fogle at doug@foglegroup.com. Applications will be reviewed on a rolling basis until the position is filled.

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    Benefit Specialist • Huntersville, NC, US

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