Employee Benefits CSR Assistant
Job Description
• DURATION: Temporary
• HOURS: Flexible schedule; 7 am – 4 pm, 8 am – 5 pm, 9 am – 6 pm
• WORKSITE: Hybrid Remote; 3 days in office and 2 days remote.
• PAY: $25-27 an hour (depending on experience).
• BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.
Job Duties can include, but are not limited to:
• Process and follow up on new hire enrollment forms, request for coverage change and terminations.
• Creation of new client account. Update files as needed.
• Prepare open enrollment material and order supplies from carriers.
• Preparation of spreadsheets, presentations and proposals for new and renewal business.
• Preparation materials for open enrollment meetings and assist with meetings when requested.
Requirements:
• Current CA Life/Health License is preferred!
• Minimum2-3 years recent experience working as an Employee Benefits CSR within an Independent Agency environment.
• COBRA and HIPAA knowledge is preferred!
• Proficiency of PC Applications (MS Office and EPIC).
• Effective communicator; both written and verbal.
• Strong organizational and project management skills.
Meet Your Recruiter

Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.