Administrative & CRM Support Specialist

Employee Benefits Corporation; Wisconsin; On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Competitive pay

Employee ownership

Flexible work options for work-life-b

Job summary

Employee Benefits Corporation is seeking an Administrative Support Specialist I to provide essential administrative and office support across departments in Middleton, WI. The role includes handling mail, documents, shipping, CRM tasks, and routine office operations.

The position requires a high school diploma, two years of administrative experience, and proficiency with Word, Excel, and Outlook. A valid driver’s license and reliable vehicle enable occasional pickups and deliveries.

Qualifications

• High School diploma or equivalent.
• Two years administrative support experience in a corporate setting.
• Basic proficiency with Microsoft Word, Excel and Outlook.
• Possession of valid driver’s license and access to a reliable personal vehicle for occasional mail, package or catering pickups.
• Strong organizational skills and attention to detail.
• Demonstrated effective written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Ability to maintain discretion and confidentiality in all aspects of position.
• Ability to lift and carry packages weighing up to 50 pounds.
• Ability to stand for extended periods, up to six hours in an eight-hour day.
• Frequent standing, walking, bending, stooping, and reaching throughout the workday.
• Ability to push and pull carts loaded with mail, food or packages across varied surfaces.
• Ability to climb or stoop to access storage shelves or supply cabinets.
• Ability to reach in all directions and bend/stoop to store and retrieve files, use telephone, calculator, computer and other office equipment.
• Capacity to perform repetitive tasks such as scanning, sorting, and collating documents and mailings.

Responsibilities

• Open, sort and distribute daily checks received and assist with opening daily incoming mail.
• Scan, save, route and prepare documents/forms for processing and filing.
• Sort and/or collate COBRA disbursements and other mailings on a regularly scheduled basis.
• Manage shipping logistics by preparing accurate shipping labels, tracking outgoing and return shipments, and ensuring timely drop-off of packages at FedEx location.
• Run and maintain reports and update tracking systems for Medicare Advantage clients.
• Anticipate and execute regularly scheduled outgoing mailings or emails batches in the form of statements, reports and letters and enrollment material requests.
• Monitor, distribute and process assigned tasks in CRM and Office Support Help Desk.
• Maintain and oversee office supplies, postage and shipping materials.
• Ensure proper functioning of mailroom equipment by performing daily cleaning and coordinating scheduled maintenance with vendors.
• Process employee address changes and returned mail as needed.
• Process participant account updates requested on claim forms.
• Daily cleaning of employee breakroom, stocking supplies, emptying dishwasher, etc.
• Occasionally transport packages or catering orders using personal vehicle.

Skills

High School diploma

Two years experience

Attention to detail

Written and verbal communication

Multitasking

Discretion and confidentiality

Lift up to 50 pounds

Stand/walk for long periods

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Dynamics 365

Job description

Employee Benefits Corporation is seeking an Administrative Support Specialist I to provide essential administrative and office support across departments in Middleton, WI. The role includes handling mail, documents, shipping, CRM tasks, and routine office operations.

The position requires a high school diploma, two years of administrative experience, and proficiency with Word, Excel, and Outlook. A valid driver’s license and reliable vehicle enable occasional pickups and deliveries.