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Benefit Specialist (San Francisco, CA)

Benefit Specialist (San Francisco, CA)

BeneSys, Inc.San Francisco, CA, United States
30+ days ago
Job type
  • Full-time
Job description

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Summary

The Benefit Specialist is an entry-level position ideal for individuals who are passionate about helping others and thrive in a detail-oriented, fast-paced environment. In this role, you’ll be responsible for supporting members by managing their eligibility for health and pension benefits, ensuring accurate data entry, and delivering exceptional customer service. You’ll interact with members, providers, and internal teams to resolve inquiries, process documentation, and maintain benefit records.

Fluency in Spanish is required, as you’ll be assisting a diverse member population.

Essential Duties and Responsibilities

  • Understanding of the plan rules for eligibility / pension as outlined in the Summary Plan Description (SPD) for each fund.
  • Collect completed forms and add all members and their eligible dependents to the BeneSys computer system and any / all outside carrier systems. Send requests for additional documentation on incomplete enrollment forms and / or denial with rights to appeal.
  • Audit vendor reports and invoices on a monthly or weekly basis.
  • Determine qualifying events and notify member / dependent of COBRA rights.
  • Prepare and mail eligibility correspondence including but not limited to enrollment forms, enrollment packages and self-payment notices.
  • Scan and index documents into document storage system.
  • Provides exceptional customer service via phone and email to internal and external customers.
  • Regular and predictable attendance is an essential function of this job.

Qualifications

  • Fluent in Spanish (required)
  • Experienced in clerical or customer service roles (preferred)
  • Educated beyond high school or has relevant work experience (preferred)
  • Passionate about helping others and delivering excellent customer service
  • Organized and able to manage multiple tasks at once
  • Comfortable using MS Word, Excel, and Outlook
  • Able to clearly explain benefit rules and procedures

    • Competitive Benefits and Compensation Package

  • Vacation days earned at a rate of 1 day per each full month worked (for your first pro-rated year)
  • 12 paid holidays
  • Medical, dental, and vision insurance, with option for dependent coverage
  • Company paid basic life, short-term disability, long-term disability and AD&D insurance
  • 401k with employer match
  • Tuition reimbursement program
  • Career development opportunities
  • Referral bonus for all successful full-time referrals
  • Annual opportunities for increases

    • Pay

    Hourly rate ranges from $31.00 - $32.00. Actual rate dependent on location, skills, education, experience and other business factors.

    Our Culture

    BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees’ successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.

    Our Culture Focuses On Three Core Values

  • Collaboration : working together across 31 locations to achieve the best for the company and our clients
  • Dedication : striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
  • Integrity : doing what we say we do. Upholding strong ethical and moral principles

    • ADA & EEO

    Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.

    Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Human Resources

    • Industries

  • Insurance and Employee Benefit Funds

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    Specialist Francisco • San Francisco, CA, United States