Broker Check

Enrollment Services

Core and Voluntary Benefit Enrollments

Designing, enrolling and administering a successful benefit program can be a daunting task for any organization, regardless of the size or demographics of the group. Our enrollment services have been designed to eliminate the challenges associated with core and voluntary benefit enrollments that normally fall to Human Resources. We will reduce the stress and work load for you and your staff during the initial implementation process, at the time of your open enrollment period and on an on-going basis throughout the years.

Dedicated Enrollment Team

You will meet and begin working with your dedicated enrollment team long before your open enrollment occurs. They will be working with you and your staff during the most initial stages of the enrollment implementation to lend their experience and expertise every step of the way to ensure a successful enrollment.

Your dedicated enrollment team includes:

  • Implementation Manager
  • Dedicated Account Manager
  • Benefit Representatives
  • Service Representative

Dedicated Account Manager

Your Dedicated Account Manager will be working with your staff scheduling on-site enrollment meetings and providing assistance communicating information to your employees to educate them about the benefits being offered, as well the enrollment process. They will meet or speak with each department head to determine how we can most effectively meet the unique enrollment needs of each department without disrupting daily work flow. Your Account Manager will also be working with your payroll department to ease the burden of setting up new or revising existing payroll deduction lines. They will be responsible for coordinating every aspect of the enrollment with your staff, Benefits Planning Corporation staff involved with your benefits and the insurance carriers. If you every have a question or concern you will know exactly who to call.

Dedicated Benefit Representatives

Our professional, licensed Benefit Representatives will be meeting with your employees on-site to enroll them in the core and /or voluntary benefits. The goal of the entire enrollment team, including the benefit representatives, is to ensure that every eligible employee has had an opportunity to make an educated decision regarding the options available to them during the open enrollment.

Dedicated Service Representative

Your dedicated Service Representative will be responsible for working with your employees after the open enrollment period to answer questions, resolve problems or concerns and process changes. They will coordinate the payroll deductions with your payroll staff and the insurance carriers, eliminating the need for your staff to reconcile premium payments. If changes occur to an employee’s deduction they will contact your payroll department to advise them of the revised deduction amount. If an employee terminates coverage or changes jobs and elects to take their coverage with them they will contact Benefits Planning Corporation.

Enrollment Services:

During the Open Enrollment period, Benefit Representatives will meet with your employees on a one-on-one basis to ensure that they have complete understanding of each of the benefits being offered to them. In addition to Voluntary Benefits your core benefits can also be included. Their goal is inform employees of the available options and assist them in the enrollment process for the coverage they elect. Enrollment services include:

  • Electronic Benefit Enrollment
  • Customized Employee Enrollment Communications
  • Customer Service