Operations Specialist

We're looking for an Operations Specialist to help keep our client experience seamless and accurate. In this role, you'll work closely with our Operations Lead and Account Management team to ensure plan information is precise and up-to-date.

Requirements

• Audit and maintain plan information in Salesforce for accuracy and completeness.
• Create and update Client Servicing Notes and Carrier Contacts.
• Partner with Account Management to verify and update plan details.
• Coordinate with our mobile app vendor to ensure accurate plan data on BenefitsVIP Mobile.
• Maintain data integrity through meticulous and efficient data entry.
• Support additional BenefitsVIP Operations tasks as needed.

Benefits

• Comprehensive health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO policy starting at 18 days per year
• 10 paid holidays
• 2 floating holidays