What You’ll Do / Your Impact

Client Partnership & Service Excellence

• Support Benefit Advisor onboarding and track new enroller setup through internal processes
• Attend weekly meetings, document tasks, and send “Next Steps” updates while monitoring completion
• Research enrollment questions by reviewing recordings, documenting outcomes, and verifying information in benefits administration systems
• Provide post‑enrollment reports and status updates for each client

Operational & Compliance Excellence

• Assist with RFP completion, census collection, and carrier proposal documentation
• Create illustration spreadsheets once carrier proposals are received
• Track RFP, proposal, illustration, and presentation workflows to ensure timely completion
• Create QR codes, scheduling links, flyers, and enrollment materials for new accounts
• Assist with carrier employer applications and termination letters
• Update scheduling systems for open enrollment and new hire enrollment timelines
• Verify paper enrollment forms, enter data into enrollment platforms, and provide deduction reports
• Maintain enrollment materials and documentation in shared drives

Growth & Retention

• Monitor enroller appointment acceptance and call activity to ensure timely outreach
• Track enrollment progress and provide real‑time updates during enrollment cycles
• Support new hire enrollment weeks by coordinating schedules, verifying employee status, and communicating with store managers
• Conduct outbound calls to eligible employees to complete waivers or schedule enrollment appointments

What You Bring

Required

• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and deadlines simultaneously
• Strong verbal and written communication skills
• Comfort working with spreadsheets, trackers, and multiple systems
• Ability to work independently while collaborating with a team

Preferred

• Health insurance license
• Bilingual (Spanish)
• Experience with benefits administration or enrollment platforms such as Employee Navigator or Selerix

Core Competencies

• Detail orientation and accuracy
• Accountability and follow‑through
• Collaborative mindset
• Client‑first thinking