Operations Coordinator I

Position Summary

This person will be required to process all incoming deposits, research inquires, maintenance requests, misc. requests, and applications within a timely manner. The Operations Coordinator I will be in charge of processing all daily payment processing, and contribution postings for all assigned groups. They will act as back-up support for Employer Support Account Managers who are the initial point of contact for issues regarding claims, disbursements and assistance in filing claims for the FSA/HRA/HSA. This person will be required to help manage the work load among other team members within the department. 

Essential Functions

Payroll & Accounting Support Specialist – Full Time or Part Time

Position Summary

Provides ongoing support, assisting payroll and accounting clients by addressing general questions.  Provide support to clients by trouble shooting system issues and offering solutions that will allow payroll to be processed timely and without error; e.g. new employee setup; establishing new deduction and earning codes; paying employees in accordance with DOL standards; complete routine processing of payroll and entry of accounts payable invoices for assigned clients.  Ensure proper coding of invoices and assist with vendor inquiries.

Skills needed

Account Executive, Large Groups

Position Summary

The Account Executive assists in all aspects of the day-to-day duties associated with generating new and renewal business, and servicing existing client accounts. In addition, the Account Executive provides data management, analytics and utilization reports of client’s benefit plan performance resulting in added value considerations by the client’s senior management and/or decision making teams. This involves using high level excel formulas, data science concepts and logic.

Account Manager

Position summary 

Account Managers serve as the primary contact for all assigned clients and will develop and nurture client relationships accordingly. The individual in this position should be well-versed in flexible benefit products and comfortable aiding in plan initiation and management. Identifying opportunities for cross-selling and ensuring client satisfaction are also key day-to-day responsibilities.

New Business & Renewal Specialist

Position summary

New Business and Renewal Specialist assists the assigned benefits sales consultants in all aspects of the day-to-day duties associated with generating new and renewal business quotes and presentations for medical, dental, life insurance and other ancillary products. Time management and accuracy is of the utmost importance so you must be able to prioritize. Take a polite, but assertive, attitude with carriers regarding quotes and underwriting status.