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Employee benefits manager skills for your resume and career
15 employee benefits manager skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Serviced national benefit accounts; facilitated open enrollment process for clients including group presentations, individual interviews and customer service support.
- Forwarded to main operation center for efficient processing to contribute to better customer service and smoother operations.
2. HR
HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.
- Transitioned HR from traditional benefits administration to e-HR model by leveraging technology to enhance services to TF employees and management.
- Assigned to conduct open-seasonal employee benefits enrollments interfacing with HR Directors and Managers.
3. Client Relationships
- Maintained retention rate of 100% for existing accounts by managing all aspects of service, client relationships and administration.
- Create and maintain follow-up and activity schedules to efficiently maintain established and prospective client relationships.
4. Senior Level Management
- Created and monitored benefits metrics and reports success against goals to senior level management.
5. Due Diligence
Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.
- Lead on multiple acquisitions through the late 1990s; from due diligence to employee relations.
- Perform due diligence and analysis of plans for mergers and acquisitions.
6. Cross-Selling
- Developed and implemented successful strategies in cross-selling Employee Benefit plans to existing Property/Casualty clients.
- Identify cross-selling opportunities and analyze client insurance programs for expansion opportunities.
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- Maintain contact in person, and by telephone or email, with hospitals, physicians, insurance carriers, and management.
- Coordinated transition from sales to ongoing program management with Marsh, outside insurance brokers and the insurance carriers.
8. Health Insurance
- Administer health insurance enrollment applications and ensuring accurate and timely enrollment processing, updates benefit transactions.
- Advanced liaison between major health insurance representatives and business clientele.
9. PowerPoint
- Prepare PowerPoint presentations and varied other reports for the VP of Personal Trust and other members of the Wealth Management team.
- Compiled new information and used it in PowerPoint presentations for meetings.
10. HIPAA
- Developed and led comprehensive HIPAA privacy and security compliance initiative on behalf of employer-provided health plan covering over 100,000 lives.
- Provided advice and prepared documents, training materials and checklists for clients complying with HIPAA regulations.
11. ERISA
- Conducted multifaceted, complex criminal and civil compliance investigations supporting the Employee Retirement Income Security Act of 1974 (ERISA).
- Managed civil and criminal enforcement inquiries of potential violations of the Employee Retirement Income Security Act of 1974 (ERISA).
12. Cobra
COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985) is a federal law that allows employers of 20 or more employees who provide health care benefits to offer the option of continuing this coverage to individuals who would otherwise lose their benefits due to termination of employment, reduction in hours or certain other events. It is a temporary coverage that provides cash for medical expenses up to 18 months. The policy is helpful for retirees, former employees, former spouses, dependent children and spouses, workers laid off, on strike, fired for work, etc.
- Hired by Whitney Bank to oversee COBRA administration, benefit plan enrollment and monthly premium payments for more than 4,000 employees.
- Developed innovative procedures for agency, retirees, COBRA and long term disability benefit billing saving the company $36,000 annually.
13. Life Insurance
- Analyzed and designed Multinational Life Insurance Pool.
- Carry out bi-annual reconciliations with ALICO (Medical & Life Insurance providers) and internal annual reconciliation with finance.
14. Resolution Support
- Provide resolution support and oversight of employee issues in the areas of enrollment, billing issues, and claim issues.
15. FMLA
- Created and delivered training/materials across the country regarding leaves of absences, work related injuries and FMLA for leadership teams.
- Managed leaves of absences to include personal, FMLA, Worker's Compensation, and ADA approved leaves of absences.
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List of employee benefits manager skills to add to your resume

The most important skills for an employee benefits manager resume and required skills for an employee benefits manager to have include:
- Customer Service
- HR
- Client Relationships
- Senior Level Management
- Due Diligence
- Cross-Selling
- Insurance Carriers
- Health Insurance
- PowerPoint
- HIPAA
- ERISA
- Cobra
- Life Insurance
- Resolution Support
- FMLA
- Billing Issues
- Legislative Changes
- Client Retention
- Benefit Changes
- HRIS
- ACA
- Data Entry
- DOL
- Open Enrollment
- Wellness Programs
- Claims Issues
- FSA
- RFP
- Payroll System
- Financial Data
- Communication Materials
- Enrollment Process
- Benefits Administration
- Long-Term Disability
- Benefit Programs
- Litigation
- Summary Plan Descriptions
- Compliance Issues
- Plan Administration
- IRS
- Vendor Relationships
- Party Administrators
- Group Health
- Hippa
- ADP
- Discrimination Testing
- Benefit Issues
- PeopleSoft
Updated January 8, 2025