Employee Benefits Executive

Role Summary

The ideal candidate is detail-oriented, client-focused, and comfortable working across multiple stakeholders including clients, insurers, and internal teams.

1. Policy Billing — Debit & Credit Notes

• Issue debit notes to clients upon renewal of EB group policies, ensuring premium amounts are accurately computed and reconciled with insurer confirmation.
• Process credit notes promptly following mid-term policy adjustments, including addition or deletion of insured staff members.
• Track and follow up on outstanding debit/credit notes, coordinating with the finance team on collections and reconciliation.

1. Client Servicing — Claims & Admin Support

• Serve as the primary point of contact for clients on all EB-related inquiries, including claims submissions, reimbursements, and pre-authorization requests.
• Liaise with insurers on behalf of clients to resolve claim disputes, delays, or documentation issues, advocating for fair and timely settlements.
• Assist clients in navigating EB digital tools (e.g., Members mobile apps, Insurer HR portal), providing guidance on usage and troubleshooting.
• Escalate unresolved insurer issues to the EB Manager with a clear summary of steps taken and recommended next actions.
• Pre-fill and follow up on onboarding and renewal documentation; track policy document and e-card issuance to ensure timely delivery.

1. CRM Update — HubSpot

• Maintain and update client policy documents (policy certificates, schedules, endorsements, letters of appointment) within HubSpot, ensuring version control and accessibility.
• Upload new business and renewal documentation and insurer correspondence in a timely manner, linking records to the correct client and policy objects in the CRM.

1. Staff Movement & Policy Documentation

• Liaise with insurers to process member movements and maintain accurate, up-to-date census listings.
• Maintain and manage policy documentation in an organized manner, ensuring accuracy and timely follow-up on endorsements.
• Prepare client summary with insured headcount, coverage information, and outstanding changes.

Requirements

• Diploma or Degree in Business, Finance, Insurance, or a related discipline.
• General Insurance certification (e.g., BCP, PGI, or equivalent) preferred; candidates willing to obtain certification will be considered.

• 1–3 years of experience in insurance operations, employee benefits administration, or a similar client-servicing role.
• Prior exposure to group health, life, or employee benefits products at an insurer or brokerage is an advantage.

• Proficiency in CRM systems; hands-on experience with HubSpot is strongly preferred.
• Strong numerical literacy for billing reconciliation and premium computation.
• Excellent written and verbal communication skills for client and insurer correspondence.
• High attention to detail, with the ability to manage large volumes of data accurately.
• Organized and self-driven, capable of managing multiple client accounts and deadlines simultaneously.
• Proficient in Microsoft Office (Excel, Word, Outlook);familiarity with insurer EB portals is a plus.

• Competitive salary commensurate with experience.
• Employee benefits package including medical.
• Structured career development pathway within the Employee Benefits practice.
• Professional certification sponsorship and continuous learning opportunities.
• Collaborative and supportive team environment.
• Commission on new business brought in