Employee Family Protection, Inc.

• Responsible for data entry, analysis and file preparation as it relates to client benefit deductions and reconciliation for billing including associated customer service; • researching customer concerns; • payroll deduction/billing/remittance reconciliation. • Assists the Sr. Account Managers and Account Managers with the back-end production of files and file manipulation. • Completes data management of files/census data and ensures proper employee deductions are occurring by completing weekly/month reconciliations of payroll deductions comparing with expected deductions. • Reconcile carrier premium invoices with received payroll deductions. • Research and resolve discrepancies. • Coordinate consolidated billing set-up and implementation including EasyPay clients, with the Sr. Account Managers and Account Managers. • Responsible for ensuring the billing system is up to date with enrollment data and demographic information by pulling data from carrier systems and Benefit Administration systems. • Provides timely customer service for client issues. • Works with Benefit Service Center to resolve customer service tickets relating to deduction and billing. • Works with Sr. Account Managers and Account Managers to ensure all processes are being followed accordingly for each individual customer. • Other Duties as assigned

• Educate union members about voluntary benefit plans • Communicate available programs to eligible members • Enroll members in elected programs through website and/or electronic enrollment system • Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations • Conduct all business and actions according to highest possible standards of professional conduct • Maintain confidences and protect confidential and proprietary information obtained in the course of employment

• Educate and enroll client employees about employee voluntary benefits • Enroll employees in various enrollment platforms • Actively participate in case, enrollment, product, and systems training • Accurately and thoroughly complete and submit all benefit applications in compliance with data entry and data privacy policies and regulations • Conduct all business and actions according to highest possible standards of professional conduct • Maintain client and employee confidences and protect confidential and proprietary information obtained in the course of employment

• Responsible for providing customer service to clients’ employees. • Position acts as the liaison for insurance coverage questions between the employer and the insurance carrier. • Inbound and outbound calls from/to current and prospective client employees. Create, close and track ticket inquiries. • Investigate employee coverage questions about benefit programs. Provide helpful, friendly and excellent customer service to staff, clients, carriers, and brokers. • Respond timely and accurately and follow-up with insurance carriers on employee’s behalf. Maintain client and employee confidences and protect confidential and proprietary information. • Give clear explanations of available medical, dental, vision, voluntary, wellness, and consumer accounts • Provide step-by-step support for online or phone-based benefits enrollment, including changes due to life events. • Assist in resolving issues with carriers, understanding explanation of benefits due to life events. • Provide guidance on COBRA, ACA notices, dependent verification, and plan documentation. • Other duties as assigned.