We are working with an established organization seeking a detail-oriented Enrollment & Eligibility Representative to support benefits eligibility, account reconciliation, and contribution processing. This opportunity is ideal for someone who enjoys working with numbers, reviewing detailed information, resolving discrepancies, and ensuring records are accurate.
This role is primarily focused on data review and account processing, with limited phone responsibilities. Candidates with backgrounds in accounting, data entry, account reconciliation, or insurance administration may be a strong fit.
Key Responsibilities
Eligibility and Contribution Processing
- Review and process employer payroll reports, work-hour records, and participant contributions.
- Calculate and verify eligibility based on established work-hour and benefit requirements.
- Reconcile accounts and investigate discrepancies in reported hours, contributions, and payments.
- Review incoming electronic files, identify errors, and resolve processing exceptions.
- Process participant payments, adjustments, refunds, and related account transactions.
- Maintain accurate participant, employer, and account information.
- Review supporting documentation to confirm eligibility and ensure records are complete.
- Benefits Administration and Participant Support
- Process enrollment forms and verify supporting documentation.
- Review benefit eligibility and provide accurate account information.
- Maintain retiree and continuation-of-coverage accounts.
- Assist with retiree benefit questions and related account inquiries.
- Process applicable benefit claims and ensure information is handled accurately.
- Respond to occasional questions from participants and other stakeholders by phone, email, or written correspondence.
Reconciliation and Collaboration
- Work with internal teams and external partners to resolve account discrepancies and payment questions.
- Review calculations and supporting documentation to confirm payment accuracy.
- Follow established policies and procedures while maintaining accurate records.
- Identify issues, research solutions, and **escalate** complex matters when appropriate.
- Support team projects and contribute to efficient day-to-day operations.
Qualifications
- Bachelor's degree or equivalent relevant experience.
- At least one year of data entry and account-balancing experience.
- Strong mathematical and analytical skills, including comfort with calculations and reviewing detailed information.
- Advanced proficiency in Microsoft Excel and general proficiency in Microsoft Office.
- Minimum typing speed of 30 words per minute.
- Ability to achieve at least 10,000 keystrokes per hour on a data-entry assessment.
- Strong attention to detail and commitment to accuracy.
- Excellent organizational, time-management, and problem-solving skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong written and verbal communication skills.
- Dependable, collaborative, and comfortable working in a detail-focused environment.
Preferred Experience
- Background in accounting, bookkeeping, account reconciliation, or financial data processing.
- Experience in insurance, benefits administration, eligibility processing, or payroll contributions.
- Familiarity with union-related benefits or similar eligibility-based programs.
Interview Process
Candidates will complete onsite assessments covering data entry speed, typing, and math skills. Assessments include calculations, fractions, and reviewing information to identify missing or incorrect data. Candidates must pass the required assessments to advance to the interview stage.