Broker vs. Admin Responsibilities
Groups that utilize a Certified Broker Partner (CBP) have a dedicated broker team that handles their Benefits Administration via their Partner Account. When a group utilizes a CBP,
the admin’s role on the Benefits Administration app is restricted to view-only permissions, and the broker team has full access based on their permissions to launch renewals, manage employee enrollments,
and complete fulfillment (adds, terms, changes, QLEs, renewal, etc.) tasks.
For groups that do not utilize a CBP, please work with your broker to identify how to delegate responsibilities. The items listed below have to be completed for all groups with benefits and division of responsibilities should be something the group & broker mutually agree too.
Certified Broker Partner Responsibilities
-
Building renewal plans and launching open enrollment.
- Quoting plans to generate proposals to share with the group.
- Updating benefits information such as contract length, termination policy, waiting period, and plan details.
- Managing employee enrollments :
- Completing fulfillment tasks that generate
for employee enrollments and group renewals.
Admin Responsibilities
The admin has limited permissions in the Benefits Administration app, but they will still be responsible for the following:
Outside of the Benefits Administration app, the admin is responsible for all HR modules and tasks that they receive in their inbox. This can include:
- Setting up and managing Commuter Benefits, FSA, HSA, Payroll, Time & Attendance, Time Off, any ACA Compliance, etc.
- Setting up any app integrations like Slack, G Suite, Salesforce, Expensify, Uber, and more.
- Hiring/terminating any workers and making sure their employment details are kept up to date.
- Moving workers from full time to part time, or vice versa.
- Approving/denying QLE proof documentation.
- Adjusting Life & Disability amounts once the carrier approval process for the EOI has been completed.
- Approving/denying deduction adjustments in Payroll.
- Adding additional admin users if needed.
- Creating welcome letters, handbooks, and other agreements required for onboarding new hires.
- Updating Changing Company Signature for Hiring Documents company signatures on file for hiring documents.
- Enrolling court ordered dependents.
Broker Resources
Admin Resources
