Responsibilities
- Manage and maintain updates to participant accounts, including enrollment, renewal, termination, and Benefits Card maintenance
- Process Health Savings Account customer identification program documentation, account closures, and transfers
- Complete system data entry for new clients in various services
- Respond to incoming inquiries and tasks from other departments in a timely and professional manner
- Maintain and manage the CRM database, documenting interactions and actions in compliance with departmental standards
Qualifications
- Associate degree in Business or related field, or two years of relevant work experience
- Minimum one year of experience in an enrollment or administrative role supporting customers in a professional office
- Strong verbal and written communication skills with proper grammar and business acumen
- Strong attention to detail and organizational skills, with the ability to multi-task in a fast-paced environment
- Computer proficiency in Windows applications and basic proficiency with Microsoft Excel, Word, and Outlook
Preferred Qualifications
- Intermediate proficiency with Microsoft Excel
- Previous experience in Benefits Administration or the health insurance industry
- Knowledge of COBRA and tax-advantaged benefit programs
Benefits
- Competitive compensation and benefits package, including employee-ownership
- Opportunities for personal and professional growth
- Flexible scheduling to encourage and support a healthy work-life balance
- Friendly, collaborative team environment
- Potential for remote work within Wisconsin locations
#EmployeeBenefits #CareerOpportunity #FlexibleScheduling #ProfessionalGrowth #TeamEnvironment
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