<p><strong>Job Summary:</strong></p><p>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.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide exceptional customer service to clients, employees, and field partners via phone, email, and fax.</li><li>Set up and manage client benefit accounts, ensuring accurate and timely processing.</li><li>Contact clients and employees through outbound call and email campaigns as needed.</li><li>Process benefit enrollments for PEO product offerings.</li><li>Research and resolve basic product and service issues for clients and employees.</li><li>Document all interactions and resolutions in the CRM system to track ongoing issues.</li><li>Conduct monthly audits and research to identify and correct billing discrepancies.</li><li>Offer guidance to clients and employees on product offerings, including the setup and usage of online Health & Benefits tools to enhance client retention.</li><li>Obtain and maintain benefit documentation to ensure compliance with applicable federal and state regulations, including Section 125 plans.</li><li>Stay informed about changes in benefits products, industry regulations, and internal policies to maintain compliance and up-to-date knowledge.</li><li>Resolve errors identified in audit reports and carrier discrepancy files.</li><li>Interact with health and benefits carriers to resolve client issues.</li><li>Participate in special projects and training sessions as needed.</li></ul><p><br></p>
