Broker vs Admin Responsibilities

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 :
  • Creating/Changing /Cancelling Enrollments e.g., re-opening open enrollment windows for employees that have missed their company’s set open enrollment dates .
  • Backfilling employee enrollments to ensure Zenefits system records match carrier census e.g., editing an employee’s enrolled plan because it was incorrect in the system or removing an employee from a plan because they were never enrolled with the carrier. 
  • Editing employee eligibility e.g., marking a part-time employee eligible for specific lines of coverage based on the group’s setup. 
• 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:

• Setting up their COBRA administrator
• Generating their SPD
• Generating the Section 125 document

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

Zenefits Help Center
Benefits Administration Courses
How to Create, Change, and Cancel Employee Enrollments
How to Add, Change, Cancel, and Decline Employee Coverage
How to Change Employee Plan, Event Effective Date, and Dependent Coverage
Evidence of Insurability (EOI)

Admin Resources

Contact Us (Phone, Live Chat, and Email Support)
Help Center
Admin Training Courses