Benefits Support Specialist – Temp

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee the receipt of new and renewing cases.

• Record all cases in and out of internal systems, including Salesforce.

• Input new business and renewal information into carrier systems.

• Validate Agent/Agency appointments for new cases.

• Dispatch necessary appointments to Agent/Agency and ensure follow-up until completion.

• Coordinate with carriers to secure carrier approval and policy numbers.

• Relay approved policies to brokers.

• Assist in producing carrier quotes.

• Manage COBRA processes.

• Uphold standard operating procedures for censuses and installations.

• Support special projects and undertake other assigned responsibilities.

• Act as the operational liaison between brokers and carriers for new and renewing group health and benefits cases.

• Collaborate with Sales, New Business Analysts, and carrier partners to create censuses, finalize quotes, install cases, and monitor cases through carrier approvals.

⛳️ Requirements

• Fluency in the English language is essential.

• At least 2 years of relevant administrative experience.

• Proficient in Microsoft Office, particularly Excel.

• Familiarity with Salesforce.

• Good understanding of group insurance and carrier procedures.

• Awareness of insurance sales submission requirements.

• Strong written and verbal communication skills with internal teams, agents, brokers, and carrier representatives.

• Excellent attention to detail and ability to read, understand, and interpret enrollment, carrier, and other job-related documents.

• Strong organizational and follow-up abilities; capacity to manage multiple cases and deadlines simultaneously.

• Typing speed of at least 30 words per minute.

• Capability to build and sustain positive relationships at all levels within the organization and with agents, brokers, and/or carrier representatives.

• Ability to foster and maintain productive relationships at all levels, contributing to a positive team environment.

• Capability to sit, frequently speak and hear, and occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company match.

• Company holidays.

• Vacation days.

• Sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.

• Opportunity to work remotely from home.

• Reasonable accommodations for applicants with disabilities.