Deeply Rooted to Serve

Led by the values and mission of the organization, the Benefits Analyst supports our Account Managers with administrative tasks and provides detailed data in the servicing of employee benefits insurance accounts.

WORK PERFORMED:

• Promptly assists Account Manager and Account Executive in servicing and retaining accounts.
• Works to ensure that client retention goals are met by assisting Account Manager in providing a superior level of customer service.
• Assists employees in understanding the organizations benefits offerings and acts as a liaison between the organization and third-party benefits providers.
• Advises on eligibility, costs, and coverage, and provides information for use in memos, presentations, or other benefits communications.
• Prepare accounting reconciliation; audit payroll/sales comparisons and quick coverage summaries as requested by insured.

• Provides data for claims or enrollment processes.

• Maintains records related to benefits plan participation or contributions.

JOB REQUIREMENTS:

• 2 - 4 years of experience working in an employee benefits agency.
• Proficient in Microsoft Office with an emphasis on Excel and PowerPoint.
• Strong sense of urgency and attention to detail
• Ability to prioritize and organize tasks

• Ability to create PPT presentations as benefit guides and other communications.

• Maintain client reporting and answer employee and HR questions relative to benefits.

• Clear communication skills both written and verbal as well as ability to take direction and multi task working with multiple team members

• Strong organizational and project management skills.

• Ability to adhere to deadlines with a sense of urgency.

PREFERRED EDUCATION/EXPERIENCE:

• High School Diploma or equivalent
• Prior insurance industry experience a plus

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance