Benefit Specialist – Insurance Advisory Solutions

The Baldwin Group

. Assist benefit clients’ employees with questions regarding benefits, claims advocacy, enrollment support, and communications via phone and email as Tier 1 ECC support .

Posted 11/2/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Employee Benefits administration and client support, with strong communication skills to effectively assist clients and HR. Capable of managing multiple tasks while maintaining high-quality service and adherence to deadlines.

Highest-signal resume keywords

Call Center ExperienceEmployee Benefits KnowledgeClaims AdvocacyEffective Communication SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Benefit AdministrationClaims ProcessingEnrollment SupportDocumentation ManagementMulti-tasking

Soft Skills

Effective Presentation SkillsTeam CollaborationProblem SolvingOrganizational Skills

Tools & Technologies

Online Client File Management

Certifications & Qualifications

State Department of Insurance License

Industry Keywords

Employee Care CenterClient InteractionInsurance Company PartnershipsClaims AdvocacyHR Interaction

About the role

Key responsibilities & impact

Assist benefit clients’ employees with questions regarding benefits, claims advocacy, enrollment support, and communications via phone and email as Tier 1 ECC support
Maintain timely and complete interactions with clients, the firm, and insurance company partners to minimize errors and omissions claims
Document all activity in the online client file
Provide prompt, efficient, high-quality service to designated small group accounts with fewer than 10 lives
Interact with HR as the main point of contact
Process benefit administration as needed
Provide enrollment support
Provide daily Tier 1 Employee Care Center call center support for ECC accounts
Provide daily Tier 1 Employee Care Center email support for ECC accounts
Provide escalated claims advocacy for clients
Cultivate strong relationships with insurance company partners
Know carrier requirements and attributes
Identify opportunities to improve the firm, business segment, and processes
Bring issues and discrepancies to appropriate leadership

Requirements

What you’ll need

At least 1 year of call center experience and/or experience working in Employee Benefits, with an emphasis on handling client issues
Effective presentation skills in both verbal and written communications
Ability to learn benefits and grow in product knowledge
Ability to explain benefits to members in clear and relatable terms
Ability to multi-task and prioritize workloads while adhering to deadlines
Ability to interact and communicate effectively in a team environment to share knowledge and manage workflows
Demonstrates the organization’s core values and behavior aligned with the firm’s culture
Maintains all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or is willing and able to obtain required licenses within the first 90 days of employment