Benefits Associate in Houston, Texas at Carroll Insurance Agency

We are seeking a detail-oriented and tech-savvy Benefits Associate to join our Health & Benefits team. This role provides technical and administrative support with a focus on enrollment technology, carrier connectivity, reporting, billing reconciliation, compliance, and policy maintenance.

Key Responsibilities

· Build and maintain Employee Navigator (ENAV) for new clients, Open Enrollment, and benefit changes.

· Manage enrollment activity, including employee additions, terminations, and Qualifying Life Events (QLEs).

· Review carrier discrepancy reports and work with carriers and internal team members to research and resolve issues.

· Coordinate and maintain EDI/API and 834 carrier connections.

· Perform billing audits and prepare billing discrepancy, deduction, enrollment, and other client reports.

· Assist with Medicare compliance and 1094 reporting.

· Collect census, HB2015, and other required client information.

· Maintain activities and documentation within Applied Epic.

· Work closely with Account Managers, carriers, clients, and other Benefits team members to keep enrollment and policy information accurate and up to date.

Qualifications

· Life & Health insurance license preferred or willingness to obtain.

· Excellent organization and follow-through.

· Comfortable working with data, spreadsheets, and multiple technology platforms.

· Strong problem-solving skills and the ability to research discrepancies through resolution.

· Professional written and verbal communication skills.

· Ability to manage multiple priorities and deadlines in a fast-paced environment.

· Previous employee benefits, insurance, HR administration, billing, or related experience preferred.

· Employee Navigator and/or Applied Epic experience is a plus.

· Experience with EDI/API/834 carrier connections is a plus.

***This is not a remote position***

All applicants must be authorized to work in and currently reside in the United States.

NO AGENCIES OR 3RD PARTY INQUIRIES