Employee Benefits Assistant / Team Support Specialist

SDI Staffing; Carlsbad (CA); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Health Reimbursement Account

401(k) with match

Paid time off & sick leave

Summer schedule

Job summary

SDI Staffing is seeking an Employee Benefits Assistant / Team Support Specialist for an insurance agency in Carlsbad. The position is in-office, Monday–Friday 8:00 am–5:00 pm, a temp-to-hire path, and compensation is $22.00–$24.00 per hour.

Benefits include a full package with Medical, HRA, 401(k) with match, PTO and Sick Pay. A summer schedule allows early Fridays in June/July, and occasional lunches are provided during peak season.

Qualifications

• This role requires two years of recent office experience in a customer service setting.
• Bachelor’s degree is required.
• Proficiency with Excel, Word, Outlook and PowerPoint is expected.
• Organized, detail-oriented, proactive and a team player.
• Ability to multi-task and handle priorities with ease.

Responsibilities

• Answer phones, greet callers and route inquiries with a positive vibe.
• Coordinate enrollment materials and update internal systems accurately.
• Prepare and organize client documents and benefit materials.
• Provide day-to-day administrative support to the team.

Skills

Customer service

Multitasking

Detail-oriented

Team player

Education

Bachelor’s Degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Employee Benefits Assistant / Team Support Specialist needed for an Insurance Agency located in Carlsbad! HOURS: Monday – Friday, 8:00 am – 5:00 pm DURATION: Temp to possible Hire WORKPLACE: In-office PAY: $22.00 - $24.00 per hour

BENEFITS

• This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
• This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
• During 4th quarter, the agency buys lunch for the staff once a week.
• (During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
• Family environment to include a supportive team, open door policy and things such as a chili-cook off!

Job Duties

This role supports multiple team members, ensuring details are handled and the big picture stays clear. Whether it’s answering phones, coordinating enrollment materials, updating the internal systems or conducting post-enrollment audits, you’ll play a vital role in making sure everything runs seamlessly.

• Call Concierge: Be the cheerful first impression of the agency – greeting callers with upbeat energy, fielding questions and connecting them to the right person with a smile (even over the phone).
• Data Whisperer: Maintain accurate records in the systems, from client information to policy updates.
• Document Dynamo: Help prepare and organize client-facing documents, proposals, and benefit plan materials with precision and flair.
• Team Supporter: Be the person everyone can count on for day-to-day administrative needs.

Requirements

• The qualified candidate must have two years of recent office experience, working in a customer service role.
• Bachelor’s Degree.
• Proficient with Microsoft Excel, Word, Outlook and PowerPoint.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.
• A proactive problem-solver who’s always two steps ahead.
• A friendly, can-do attitude with a commitment to top-notch customer service.