Employee Benefits - Benefits Analyst in San Diego, California at C3 Insurance

WHO WE ARE

C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.

WHO YOU NEED TO BE

• Motivated to build a successful career in a fast-paced, team-oriented environment; bachelor’s degree preferred.
• Driven, curious, and eager to learn, with the ability to effectively support the Client Service team.
• Committed to delivering high-quality account service, with strong attention to detail, organizational skills, math proficiency, and excellent written and verbal communication skills.
• You're also a quick learner, and technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly.
• You understand the importance of punctuality and completing deliverables to clients and team members with enough time for peer review.
• Proactive, analytical, and team-oriented, with a positive attitude and collaborative mindset.
• You're always ready to step up and take on new duties when necessary.
• Able to manage multiple projects and keep them on track while working collaboratively as a team player.
• Strong follow-up skills and the ability to prioritize tasks effectively are also essential.
• Proficient in Microsoft Excel, PowerPoint, and Outlook.
• Familiarity with AI tools and technologies is a plus.
• Bilingual skills are a plus.
• Enjoy working in a fun, collaborative, and supportive team environment.

THE JOB

A Benefits Analyst contributes to C3’s success by performing the following tasks:

• Collect client census data, renewal plan designs, rate information, historical claims experience data, and any other relevant materials required to prepare RFPs for client renewals and prospective groups. Scrutinize the census data and identify any discrepancies to the client.
• Possess advanced Excel skills and the ability to analyze census data, update client experience and utilization reports, and input carrier data for comparison. Familiarity with benefit surveys and benchmarking is a plus.
• Verify the benefits, premium rates, and competitiveness of the proposals received.
• Create and coordinate materials for the enrollment process and other formal client presentations, such as strategic planning and renewal & marketing meetings. Manage Open Enrollment Communications (i.e. Open Enrollment PowerPoint, booklets, flyers).
• Support clients to prepare for open enrollment by providing reviewed materials, rates, contributions for benefits administration system.
• Collaborate with carrier representatives to ensure a seamless implementation of new plans. Coordinate Administrative Installation with the insurance carrier and participate in installation meetings.
• Provide support to service team to ensure clients are compliant (i.e. 5500 review, WRAP doc needs, compliance deadline reminders).
• Maintain the Agency Management System. Review carrier/vendor contracts, evidence of coverage documents, and summary plan descriptions for accuracy.
• Follow the processes and procedures outlined in the Procedure Manual.
• Act as a liaison for clients to research and resolve coverage, claim, and administrative issues.
• Respond promptly to client and carrier questions, requesting assistance from other members of the Client Service Team if necessary. Ensure that the client files are up-to-date and accurate.
• Provide backup to other Benefit teams as required.

THE FINE PRINT

Work Environment & Physical Demands

• Hybrid; In-office attendance required.
• You must be able to use a keyboard and other office equipment.
• C3 is an equal opportunity employer.

At C3 Risk & Insurance Services, we offer:

• Competitive pay
• 100% employer-paid benefits
• 401K match
• Opportunities for growth
• Flexible working schedules
• Unlimited PTO to support work/life balance (with a two-week minimum)
• Fun atmosphere
• No micromanagement
• Opportunity to work from home/remote

The applicable pay range for this role is $28.85/hr to $31.25/hr. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.