EB Support Team Technician

CalNonprofits Insurance Services; Capitola (CA); Hybrid; USD 42,000 - 54,000; Full time

Job summary

CalNonprofits Insurance Services is seeking an Employee Benefits Support Team Technician to join our team in Capitola, CA or remote/hybrid options. You will support the customer service department in employee benefit plans and help with paperwork, data entry, and carrier communications while ensuring accuracy and timely processing.

The role requires 1–2 years of clerical or customer service experience; nonprofit sector or insurance background is a plus.

Qualifications

• Minimum 1–2 years of clerical or customer service experience.
• Nonprofit sector, administrative assistance, and/or insurance experience is a plus.

Responsibilities

• Assist customer service in support of employee benefit plans.
• Answer questions and resolve inquiries from customers and employees.
• Process applications and paperwork, review for accuracy, follow up on missing information.
• Maintain databases and liaison between clients and vendors.
• Prioritize workload and complete tasks accurately and efficiently.

Skills

Customer service

Clerical work

Nonprofit experience

Administrative assistance

Insurance

Education

High school diploma or equivalent

Job description

Description

Join CalNonprofits Insurance Services, a leading provider of insurance solutions to the nonprofit sector. As a remote, in-office - Capitola, CA, or hybrid team, our commitment to servicing nonprofits extends beyond our physical locations in California. We are seeking a proactive and detail-oriented Employee Benefits Support Team Technician to join our team.

Description

Join CalNonprofits Insurance Services, a leading provider of insurance solutions to the nonprofit sector. As a remote, in-office - Capitola, CA, or hybrid team, our commitment to servicing nonprofits extends beyond our physical locations in California. We are seeking a proactive and detail-oriented Employee Benefits Support Team Technician to join our team.

Our core values are Excellence, Collaboration, Trust, Diversity/Inclusion, and Respect. When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.

Position Overview

Responsible for assisting the customer service department in support of employee benefit plans.

Principal Duties and Responsibilities

• Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, and assist with addressing complaints.
• Process applications and other paperwork - including review for accuracy and follow-up on missing information.
• Compile, sort, and e-file documents, business transactions, and other activities.
• Plan, prioritize, and complete day-to-day workload utilizing agency procedures and systems
• Understand COBRA rules and regulations and carrier participation requirements, and have a working knowledge of ancillary products.
• Contact carriers, physicians, group administrators, and/or insured employees, as necessary, to resolve customer inquiries.
• Maintain and update database systems.
• Act as liaison between clients and vendors.
• The individual holding this position must be able to handle multiple tasks and prioritize effectively. The ability to complete tasks with accuracy, efficiency, and speed is important.

Requirements

The ideal candidate will have

• Possession of a high school diploma or equivalent.
• Minimum of 1-2 years of experience in clerical work and/or customer service.
• Additional considerations are given to those who have experience working or volunteering in the nonprofit sector, and/or administrative assistance experience, and/or insurance.

Licensing

Ability to obtain or current possession of a valid California Life/Health and Life Only license, and be located in California