Benefits Specialist Resume Samples

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Benefits Specialists manage a company's employee benefits and retirement programs. Resumes for this position showcase such responsibilities as educating participants on their medical, dental, vision, life, and disability benefits plans; facilitating resolutions of insurance claim and coverage issues; and communicating with insurance carriers to address claims and coverage issues. In order to become a Benefits Specialist, sample resumes show that a bachelor's degree in human resources is a necessity, though some employers prefer master's degrees from their applicants.

1

Health Benefits Specialist

Serve as primary resource to field staff on various benefit issues including individual health plans and state and federal laws/mandates for the largest union affiliate of the American Federation of State, County, and Municipal Employees (AFSCME). Conduct in-depth health plan research and determine effective plans to consistently meet specific bargaining unit needs for both cost and benefit levels. Deliver presentations and conduct workshops for union members and labor/management groups on new health benefit programs and health insurance issues. Represent organization on statewide advisory councils for retirees and active municipal employees to the NYS Health Insurance Program Administration.

  • Selected to work as first Health Benefits Specialist for newly created department; played integral role in creating the CSEA Strategic Benefit Trust.
  • Collaborated with Strategic Benefit Fund to offer health insurance package to City of Beacon projected to save $500K in first year of implementation without diminishing member benefits.
  • Pioneered innovative benefit programs to assist field staff in negotiations and introduce all benefit options.
Candidate Info
29
years in
workforce
13
years
at this job
BS
Industrial And Labor Relations
2

Benefits Specialist

Obtained and responsible to maintain Texas Health Information Counseling and Advocacy Program (HICAP) certification as Benefits Counselor I

  • Provided client-specific advice, counseling and representation on matters involving insurance issues, public/private benefits and other legal issues to Medicare beneficiaries and/or their caregivers
  • Assisted potentially eligible Medicare beneficiaries and/or their caregivers to apply for entitlement programs and ensured that benefits were understood by applicants
  • Carried out educational and outreach activities on matters involving insurance issues, public/private benefits and other legal issues
  • Maintained and established indispensable relationships with community social service agencies and providers
  • Participated in professional trainings pertaining to Medicare beneficiaries age 60 and over and people with disabilities
  • Underwent and obtained initial certification from the U.S. Department of Health and Human Services as a Marketplace Navigator.
Candidate Info
7
years in
workforce
2
years
at this job
BA
Social Work
3

Senior Benefits Specialist

Responsible for administering and processing medical, dental, vision, COBRA, long-term disability and pension benefits for two accounts totaling over 5,800 participants: the Association for Los Angeles Deputy Sheriffs (ALADS) and Ventura County Professional Firefighters Association (VCPFA).

  • Reconciled health insurance invoices for both accounts ensuring payments reflected current monthly activity.
  • Created administrative procedures for long-term disability benefits to appropriately service participants and claims.
  • Collaborated with insurance carriers and consultants on benefit policy content and language ensuring clarity and consistency.
  • Selected by the company President to represent ALADS in the L.A. County Wellness Fair Committee and participate in the L.A. County health fairs.
Candidate Info
9
years in
workforce
4
years
at this job
C
Management Development
BBA
International Business
4

Benefits Specialist

Sold various types of insurance policies to individuals on behalf of insurance companies

  • Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and discussed any existing coverage
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Calculated premiums and established payment method.
  • Performed administrative tasks, such as maintaining records and handling policy renewals
Candidate Info
8
years in
workforce
8
months
at this job
BA
Criminal Justice
Phlebotomy
Nail Technicain
5

Senior Benefits Specialist

Hired as a Pension Specialist and promoted to Senior Benefits Specialist for this provider of benefits outsourcing and financial services. Defined Benefits Subject Matter Expert on up to 100 client plans. Serve as case team process owner tasked with validating that company processes, procedures, and resources promote scale and efficiency.

  • Established and maintain strong working relationships with internal business partners to balance and prioritize multiple projects based on knowledge of qualified and non-qualified retirement plans, ERISA, Internal Revenue Code regulations, and best practices.
  • Simplified plan rules allowing a process change to be completed in a one-month time frame supporting a seamless migration of 10+ clients from the base unit to a new site.
  • Improved escalation service request features/functionality for Pfizer, Wyeth, Warner Lambert and Pharmacia. Established user interface enhancements saving Fidelity $70,000.
  • Chosen to be 1 of 5 out of 100 defined benefit subject matter experts to develop a literature tool to ensure accuracy of letters preventing privacy issues for up to 50 clients including Barnabas Health, Bimbo Bakeries, Owens Corning, and Neiman Marcus Group Inc.
  • Coached and trained new hire Defined Benefits representatives to accurately handle the resolution of up to 10 cases daily for clients including Medstar, Holcim, and Chevron Phillips.
Candidate Info
20
years in
workforce
9
years
at this job
BS
Business Administration
6

Benefits Specialist

Successfully worked closely with over 18 different companies to build their benefits strategy specific to each company's needs. While ensuring basic benefits administration and assistance for the HR departments

  • Established and coordinated procedures for using HSA accounts for employees.
  • Sought quotes from carriers to negotiate the best terms for the companies.
  • Redesigned the layout of proposals given to the companies, including a template complete with macro designs.
  • Coordinated meetings with carriers for lunch and learns with the staff.
  • Hosted meetings, completed presentations, organized open enrollment materials with over 200 employees.
  • Managed and organized data with company specific details to better understand the companies needs
  • Over saw Committee meetings for the Corporate Social Responsibility (CSR) as well as developing the company's first social media outreach.
Candidate Info
7
years in
workforce
1
month
at this job
BBA
Management
7

Benefits Specialist

Responsible for providing benefit administration services to Human Resources and Benefits Administration Clients with 1,000+ employees.

  • Processed all benefit enrollments, qualifying life events, employee changes submitted by employees.
  • Processed Evidence of Insurability (EOI) forms in accordance with Client policies and procedures.
  • Established and maintained effective professional relationships with Clients by gaining their trust, confidence and respect.
  • Provided Tier 2 support to clients and their employees who contact the HR Service Center.
  • Worked closely with benefits providers to resolve eligibility errors. Served as an employee advocate to benefit providers for claims issues.
  • Responsible for administration of HR/Benefit Administration Services Client's benefit programs during their annual open enrollment and throughout the year.
Candidate Info
20
years in
workforce
2
years
at this job
BS
Business Administration
8

Benefits Specialist

Processed qualifying life events and enrolled clients in health benefits over the phone

  • Researched and resolved client questions and problems regarding health insurance, life insurance, and employee benefits with an average between 20 and 40 clients daily
  • Passed national life insurance producer and health insurance producer exams
  • Served as a troubleshooter and navigated technical issues for clients over the phone
  • Trained and monitored calls for temporary employees in preparation for open enrollment
Candidate Info
2
years in
workforce
1
year
at this job
BA
History
MBA
Master of Business Administration
9

Benefits Specialist/part A and B

Provided exceptional customer service while responding to diverse and sensitive situations

  • Received incoming calls and provided detailed information to callers about Part A and B claims, and answered general questions about benefits, cost, and coverage
  • Compared and submitted enrollment for Medicare health and prescriptions drug plans
  • Researched outside resources and programs and assisted with applicable referrals
  • Reviewed current policies, procedures, and other metrics within the business and the Center for Medicare and Medicaid Services (CMS) to remain compliant with applicable laws and regulations
  • Adhered to Privacy Act, HIPAA regulations, quality guidelines, Call Management Framework and Company Policies
Candidate Info
24
years in
workforce
2
years
at this job
Business Marketing
10

Benefits Specialist/benefits Assistant

Primary point of contact for health and welfare benefit plan administration and issues for 1200 eligible employees at more than 100 locations.

  • Developed and implemented plan for compliance with HIPAA Privacy regulations. Wrote organization's policies and trained affected employees including senior management.
  • Developed FMLA policies and procedures for employees at headquarters. Provided guidance on FMLA administration and issue resolution to remote sites.
  • Managed short and long term disability programs. Initiated and tracked claims and was point of contact with insurance carrier. Coordinated extended absences and return-to-duty issues with employees and work sites. Created internal tracking system for disability claims.
  • Participated in benefit plan selection processed and annual renewal discussions.
  • Managed carrier change for life and disability plans including producing all notices and correspondence, coordinated actions on new enrollment forms, beneficiary designations and supplemental life underwriting, and distributed plan documents to insured employees.
  • Entered and maintained employee data in HRIS platform
Candidate Info
5
years in
workforce
5
years
at this job
C
Insurance I And
C
Human Resourcesmanagement
BA
Bachelor of Arts

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