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Benefits Associate
Carroll Insurance Agency Ltd · Houston, TX
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Description 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. Requirements 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.
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