An employee benefits agent or broker is a great resource for both employers and employees.
An advisor, agent or broker manages a number of different areas of employee benefits,
including:
• Advocating for the employer and employee with insurance carriers, vendors, and providers.
• Subject matter expertise related to employee benefits, from plan design, trends, financing and compliance.
• Educating employees on how to use their benefits, tips and tricks, etc.
• Providing employee claims assistance between the carriers and providers.
• Assisting in enrollments, changes and terminations with carriers.
• Providing online benefits administration assistance (i.e. a Ben Admin system). In some cases, like Rose Street Advisors, an
advisor will also actively build, manage and integrate, the benefits administration system internally on behalf of their clients.
• Being a strategic partner in achieving each organization’s goals and objectives and driving recruitment and retention efforts
through employee benefits.