Clerical Assistant Level 1 (Pleasanton, CA)

BeneSys, Inc.; Pleasanton (CA); On-site; USD 36,000 - 51,000; Full time

Benefits offered by this job

Medical/Dental/Vision

FSA

Life/AD&D paid by company

Disability insurance

Job summary

BeneSys, Inc. is seeking a Clerical Assistant to support the Member Service Department. You will answer calls, route inquiries, and perform clerical tasks to keep workflows efficient. The role requires reliable attendance and in-office presence.

Responsibilities include mail handling, recordkeeping, and assisting with month-end tasks. The position offers a union wage and benefits package with a focus on dependable, professional service to members.

Qualifications

• Excellent customer service skills required.
• High school diploma or GED with at least one year of switchboard experience preferred.
• Clear and professional communication in English.

Responsibilities

• Operate telephone console to receive incoming calls.
• Direct caller to destination.
• Perform clerical duties including mail distribution and address changes.
• Update procedures manual and log information.
• Prepare records for reviews and support MSR team.

Skills

Excellent Customer Service Skills

Education

High school diploma or GED

Job description

Summary

– The Clerical Assistant will function as support to the Member Service Department to ensure smooth workflow and productivity. He/she will receive calls, determine nature of business, and will direct calls to destination by performing the following duties.

Essential Duties And Responsibilities Include But Not Limited To

• Operates telephone console to receive incoming calls
• Directs caller to destination
• Performs a variety of clerical duties
• Mail distribution including receiving UPS and FedEx
• Address changes
• Redirects return mail
• Update procedures manual
• Responsible for composing the new hire binder
• May assist Operations with month end tasks
• Occasional moderate to heavy lifting, occasional travel to local mail house and/or local post office
• Reliable and predictable attendance is an essential function of this job

Clerical Assistant Levels

Level I

The Member Service Representative (MSR) Clerical Assistant will function as support to the Member Service Department to ensure smooth workflow and productivity. Operates telephone console to receive incoming calls; direct caller to designated MSR’s. ITL call messages if necessary. Compiles and accurately gathers information to record Member Service statistical reports on a daily, weekly monthly and yearly basis. All incoming mail is issue tracked to the appropriate MSR and copy saved on appropriate M drive/Fund specific. Process and log incoming injury detail letters by reviewing and tagging all related claims via ITL to the appropriate Claims Analyst. Assists MSR's with requests, i.e.: additional information, PT, DME, Pre-Auth. Input of medical information to system, such as Physical Therapy RX's; Durable Medical Equipment details, Pre authorizations (medical/dental) on El Dorado System with proper system documentation and other documentation that is deemed important for a Members record keeping. Prepare medical records for independent medical review. Tracking and logging of all appeals. Pick up all after hour/voicemails calls and move appropriately within the team. May be assigned special projects.

Level II

Must have met the "Level I" requirements and has continued to maintain with their workload in a timely manner and consistency in accuracy of information being moved throughout the departments. Has proven ability to provide accurate information in all areas of responsibility. Has the ability to train his/her co-workers. May be assigned special projects.

Qualifications - Excellent Customer Service Skills Are a Must.

Education and/or Experience

– High school diploma or GED and at least one year of experience with multiple line switchboard is required.

Language Skills

– Must speak clearly and professionally. Ability to understand directions and follow them through to the end of task.

Reasoning Ability

– Ability to apply common sense to carry out detailed written or verbal instructions.

Work Environment -

Fast paced department. Phone calls are continuous and occasionally unpleasant. Must be able to maintain composure with difficult callers.

Work Schedule

– Full time. Monday – Friday, 8:00am – 4:30pm. Required in office (no at-home days).

Competitive Benefits

• Medical/Dental/Vision, with option for dependent coverage
• Flexible spending accounts
• Company-paid basic life/AD&D, short-term disability, long-term disability insurance
• 15 days Paid Time Off during first full calendar year
• 11 paid holidays
• Up to 5 days of paid bereavement leave
• Up to 20 days of paid jury duty leave
• 401(k) with employer match

Pay

The current starting rate for this position is $31.49. This is a union position. The wage rate for this position is determined by the collective bargaining agreement and may be dependent on experience, skills, education and other business factors.

Our Culture

BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees’ successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.

Our culture focuses on three core values:

• Collaboration: working together across 31 locations to achieve the best for the company and our clients
• Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
• Integrity: doing what we say we will do. Upholding strong ethical and moral principles

ADA & EEO

Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.