New Business and Renewal Specialist - Chicago, IL

We are on a Rocketship. And we’re only going up!  Working at Flex is a chance to take your career to the next level.

Summary: Responsible for all aspects of new business implementation and renewals for CDHPs, including, Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), Commuter plans, Premium Only Plans (POP), COBRA plans and other products as needed to meet business needs.

New Business Implementation

  • Handles all aspects of new business implementation FSA, HRA, HSA, Commuter, POP and COBRA plans from initial contact. Is responsible for the tracking, management, and successful implementation of assigned new business cases.
  • Receives new cases and initiates conference calls to obtain plan information.
  • Works with Brokers and Employers to obtain required documentation for implementation.  Reviews all documentation for accuracy and completeness.
  • Documents all communications in SharePoint and CRM, with updates as needed throughout the installation process.
  • Responsible for system set-up of new cases including, FSA, HRA, HSA, POP, Commuter, and COBRA plans.



  • Serves as a dedicated renewal representative to Employers and Brokers throughout the plan renewal process for all assigned groups and plans. Is responsible for tracking, management, and successful completion of the assigned renewal account. 
  • Regularly follows up with employers and brokers via calls and emails to ensure the renewal is completed timely and all changes are implemented properly. 
  • Ensures all plans, notes, and related documents are thoroughly completed and updated accurately prior to audit for final review.
  • Creates and updates policy records in CRM as needed.



  • Associates degree or high school diploma plus thorough knowledge of employee health insurance benefits, specifically for Defined Contribution plans.
  • 2-3 years customer service and administrative experience including at least two years working with a combination of pre-tax, health-related employee benefits, including Cafeteria Plans, Health Reimbursement Accounts, Health Savings Accounts, Transit/Parking Reimbursement Accounts, and COBRA, along with a general understanding of group health insurance benefits.
  • Strong proficiency with Microsoft Office applications, specifically Excel and CRM database software. 
  • Strong organization and time management skills to handle diverse duties and a wide range of procedures.
  • Adaptable to changes and new works requirements.
  • Must be customer service oriented and the ability to provide a high level of customer service to our clients. 
  • Excellent written and verbal communication skills.

    Flex offers offer a competitive employee benefits package including medical with various options, dental, life, vision, STD, LTD, Flexible Spending Accounts, a 401K with matching, an additional vacation days purchase plan, and more!


    Flexible Benefit Service LLC is an Equal Opportunity Employer. 


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