Enrollment Specialist I

Employee Benefits Corporation • Milwaukee, WI

404d • Remote

About The Position

The Enrollment Specialist I at Employee Benefits Corporation is responsible for the system setup and ongoing administration of client products, including participant accounts and Benefits Card management. This role requires collaboration across various organizational areas and can be performed fully remote (for Wisconsin locations only), in-office, or a combination of both.

Requirements

• Associate degree in Business or related field, or two years of relevant work experience.
• Minimum one year experience in an enrollment or administrative position supporting internal and external customers in a professional office environment.
• Demonstrated effective verbal and written communication skills, utilizing proper grammar and syntax.
• Strong attention to detail and organizational skills.
• Proven ability to multi-task in a high-paced environment.
• Self-motivated and able to resolve issues independently.
• Demonstrated ability to work both independently and collaboratively.
• Computer proficiency in Windows-based applications and ability to learn new software programs.
• Basic proficiency with Microsoft Excel, Word, and Outlook.

Nice To Haves

• Intermediate proficiency with Microsoft Excel.
• Previous experience in Benefits Administration, working with insurance brokers and/or carriers, or in the health insurance industry.
• Knowledge of COBRA and tax-advantaged benefit programs.

Responsibilities

• Manage and maintain updates to participant accounts including enrollment, renewal, termination, leave of absence, and permitted election changes.
• Process Health Savings Account customer identification program (CIP) documentation, account closures, account transfers, and other associated updates.
• Update participant accounts from data received through eligibility files and manage any account variances.
• Contact clients as needed to obtain information to resolve discrepancies.
• Process manual client renewals for all product offerings.
• Complete system data entry for new POP, COBRA, and Compliance Services clients.
• Manage, triage, and assign enrollment-related workflow, including data file feeds, help desk inquiries, and tasks.
• Maintain and proactively manage CRM database, documenting each interaction and action item in a timely and compliant manner.

Benefits

• A friendly work environment.

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree