Benefits Coordinator

Bankers Financial Corp • St. Petersburg, FL

8h

About The Position

The Benefits Coordinator provides administrative and client support for employee benefits programs. This position handles inbound calls and email inquiries, processes benefit transactions and records information in Salesforce, and ensures timely and accurate service to clients and employees. The role requires strong attention to detail, effective communication, and a commitment to delivering excellent customer service while maintaining confidentiality.

Requirements

• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficient in Microsoft Office applications and CRM systems such as Salesforce and Worklio.
• Strong attention to detail and commitment to data accuracy.

Nice To Haves

• Associate’s degree or equivalent experience in business administration, human resources, or a related field.
• 1–2 years of experience in benefits administration, customer service, or a similar administrative role.
• Familiarity with employee benefits concepts, HR systems, and confidentiality best practices.

Responsibilities

• Respond to client and employee inquiries by phone and email, providing accurate and timely information regarding benefit-related matters.
• Monitor shared email queues and ensure all requests are tracked and resolved according to established service levels.
• Record and update benefit-related transactions and client interactions in Salesforce.
• Maintain current knowledge of organizational policies, procedures, and benefit plan provisions.
• Run standard ad hoc reports as requested to support benefit operations needs.
• Collaborate with internal departments to resolve client and employee issues efficiently.
• Ensure all actions and communications meet confidentiality, compliance, and service quality standards.
• Support additional projects and administrative tasks as assigned by the Benefits Supervisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees