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Insurance & Benefits Operations Specialist
Job Location:
Job Location:
Fort Lauderdale, FL - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
30 September 2026 (25 days ago)
Posted:
Application Deadline:
28 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Insurance & Benefits Operations Specialist
Job Type: Full-time Salaried (Non-Sales)
Industry: Employee Benefits and Insurance
Location: On-site Sunrise FL
Schedule: MondayFriday with flexible daily start and end times
The Opportunity
Were looking for a highly organized tech-savvy and resourceful Insurance & Benefits Operations Specialist to join an established employee benefits brokerage and advisory firm. This is a hands-on client-facing role for someone who takes ownership thinks critically and enjoys figuring things out independently.
Youll work directly with clients employees insurance carriers and company leadership while managing the day-to-day operational processes that keep the agency and its client accounts running smoothly. Accuracy follow-through and initiative are essential.
About the Company
An established employee benefits brokerage and advisory firm with more than 22 years of experience serving employer groups throughout South Florida and across the country.
The firm helps businesses design implement and manage employee benefits programs including group health dental vision life and disability coverage working directly with leading insurance addition to group benefits the firm provides financial planning retirement income strategies and individual insurance solutions.
As the organization continues to grow this position will play an important role in supporting its clients strengthening internal operations and helping the firm continue to deliver a high level of service.
About the Role
You will take ownership of the day-to-day service and administrative processes supporting the agencys employee benefits clients.
Youll manage group health enrollments and terminations carrier follow-up claims and billing issues reconciliation compliance activities and ongoing client service from beginning to end. Youll also work closely with the company owner and have significant visibility into the agencys overall operations.
This is an excellent opportunity for an experienced insurance employee benefits or administrative operations professional who thrives on ownership accuracy problem-solving and independently managing a high-volume workflow.
As the Insurance & Benefits Operations Specialist you will be responsible for:
- Manage new-hire group health enrollments and weekly terminations from start to finish including verifying elections entering information into carrier portals and Employee Navigator reporting COBRA events and obtaining written carrier confirmation.
- Advocate on behalf of employees with insurance carriers to resolve claims issues billing errors denied or missing claims and EOB requests.
- Serve as the first point of contact for client service requests by phone email and portal.
- Manage the client follow-up queue and ensure outstanding issues are tracked through resolution.
- Build and maintain client groups in Employee Navigator including plans rates and carrier feeds.
- Maintain accurate records across carrier portals and internal tracking systems.
- Reconcile carrier invoices monthly and resolve eligibility and billing discrepancies.
- Conduct post-enrollment audits by comparing payroll censuses against carrier enrollments.
- Manage recurring service activities including monthly age-change reports billing reconciliations and compliance notice distribution.
- Support open enrollment cycles through data entry census reconciliation document preparation and coordination with the enrollment team.
- Perform general administrative duties and provide executive-level administrative support when needed.
- Insurance or Benefits Experience: 2 years of experience in employee benefits an insurance agency an insurance carrier or HR benefits administration is strongly preferred. Experience within a P&C insurance agency may also be considered.
- Strong Client-Service Orientation: Youre comfortable serving as a primary point of contact and communicating professionally with clients employees and insurance carriers.
- Exceptional Attention to Detail: You take pride in getting things right the first time carefully review your work and can manage multiple priorities without sacrificing accuracy.
- Proactive and Persistent: Youre comfortable making outbound calls and following up repeatedly until an issue is fully resolved. You dont consider a task complete until the appropriate confirmation has been received.
- Resourceful and Self-Directed: You take initiative think through problems independently and look for solutions rather than waiting for someone else to tell you what to do.
- Coachable and Adaptable: You welcome feedback follow established processes and adapt quickly as business priorities evolve.
- Ownership Mindset: You take responsibility for your workload manage your time effectively and make sure important deadlines client requests and outstanding issues are addressed and followed through to completion.
- Bilingual (English & Spanish): Fluency in both languages spoken and written is required. You must be confident handling client and employee communications independently in Spanish.
- Strong Excel skills including formulas sorting filtering and cleaning imported data.
- Advanced knowledge of Microsoft 365.
- Experience with Employee Navigator is strongly preferred.
- Experience with Salesforce Airtable Zoho Desk or similar CRM/workflow platforms is a plus.
- Comfortable learning and adapting to new technology and software.
- Able to work confidently with data across multiple systems while maintaining accuracy.
- Comfortable using modern technology including AI-powered tools to research solve problems streamline workflows and improve efficiency.
- Florida 2-15 Life & Health license preferred or willingness to obtain it within 12 months. Licensing costs will be covered by the firm.
- Base Salary: $68000$75000 annually (DOE).
- Additional benefits details will be provided during the interview process.
- Professional growth and development opportunities.
- Supportive leadership that values autonomy and execution.
- Opportunity to work directly with clients and insurance carriers.
- Dynamic role within a growing employee benefits organization.
This search is being conducted in partnership with ezHIRE. Qualified candidates are invited to apply through the ezHIRE portal.
If youre a bilingual insurance or employee benefits professional who enjoys taking ownership solving problems working with data and technology and building strong relationships with clients and carriers wed welcome the opportunity to speak with you.
Submit your resume today and let ezHIRE help you take the next step in your career. Only candidates who meet the initial qualifications will be contacted to discuss the opportunity.
