Benefits Technology Assistant - West Coast Consulting

Job Description

Onsite - Hybrid in Irvine, CA

Summary
The Benefits Technology Assistant is an essential member of the Benefits Technology team, responsible for the implementation and maintenance of our benefits administration system. In this role, you will work closely with internal teams, vendors, and clients to ensure seamless and efficient operations.

Standards Of Performance
Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties and Responsibilities
Interface with internal team members and clients to gather requirements and update appropriate documentation.
Assist with configuration testing and data audits.
Prepare and update tech profiles, test plans, and file feed trackers.
Triage, research, and respond to complex benefit administration setup issues such as eligibility, calculation errors, and service deliverability.
Assist in preparing manual enrollment templates.
Manage new file feed builds with vendors and carriers for new plans/carriers and ensure process completion (live file feeds) whether weekly updates.
Research and resolve file feed discrepancies during the testing period and ongoing production issues, including EDI file feeds.
Manage follow up for open enrollment and ongoing production file feeds.
Create and manage project management plans, assign ownership, and drive results.
Manage projects effectively in an ongoing environment, prioritizing work and multitasking on several projects simultaneously.
Back up and help the team with front desk (answering phones), helping clear backlog, training new hires, and taking on projects at the request of your manager.
All other duties as assigned.

Qualifications/Requirements
High school diploma required; bachelor’s degree preferred.
Possess a minimum of 1 year of experience in employee benefits, specifically in clerical or customer service roles.
Experience in Benefits administration systems preferred.
A valid Life and Health Insurance License is preferred. If not currently licensed, the ability to obtain the license within 60 days of employment is required.
Have the ability and willingness to attain insurance certifications within 18 months of hire.
Develop excellent communication and customer service skills, with a focus on building and nurturing strong client relationships.
Proficiency in formulating comprehensive plans and innovative solutions, coupled with the proactive initiative to implement them and assume accountability for their results.
Demonstrate ability to work collaboratively with colleagues and carrier partners to achieve departmental and company goals.
Proficient in the Microsoft Office Suite, with advanced expertise in Excel for comprehensive data analysis.
Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Physical Demands
Ability to sit for extended periods and perform computer related tasks.
Must have the ability to push, pull, lift, and carry up to 25 pounds.
Occasional bending, reaching, and stretching to retrieve files or items from shelves or cabinets.
Ability to operate office equipment such as photocopiers, scanners, and printers.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment
Hybrid work model, with two to three days in office and the remainder of the work week working remotely.
Remote work to be done in a professional work environment at home.
Necessary technology and support provided for seamless transition between work settings.
Collaborative office space fostering creativity and teamwork.
The position requires regular interaction with colleagues, clients, and occasional visitors (visitors apply to office only).
Regular use of computers and other office equipment is necessary.