Employee Benefits Advocate (Assistant)
Job Description
• HOURS: Monday – Friday, 8:00 am – 5:00 pm
• DURATION: Direct Hire
• WORKPLACE: In office only.
• PAY: Position can pay $60k - $70k, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
MORE BENEFITS!
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 will include, but are not limited to:
The Benefit Advocate (Assistant) is a key player who keeps the processes running like clockwork. Will support the Account Managers and be the direct point of contact for employees of the clients. Whether it’s answering phones, coordinating enrollment materials, updating the internal systems or conducting post-enrollment audits, the Advocate will play a vital role in making sure everything runs seamlessly.
• First impression of the agency – greeting callers with upbeat energy, fielding questions and connecting them to the right person.
• Maintain accurate records in the systems, from client information to policy updates.
• Help prepare and organize client-facing documents, proposals, and benefit plan materials.
• Work directly with employees and their family members to answer questions regarding benefits. Act as liaison between insurance carriers and providers.
• Ensure enrollments are submitted to insurance carriers in a timely manner and employees are enrolled in their desired plans.
• Be the person everyone can count on for day-to-day administrative needs.
Requirements:
• The qualified candidate must have recent experience working with Employee Benefits.
• It is preferred the candidate hold an active Life/Health license. If not, the candidate must be willing and eligible to obtain a Life/Health license.
• Proficient with Microsoft Excel, Word, and Outlook.
• EASE or Navigator preferred.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.
???????• Bachelors degree.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.