Directly responsible for helping meet and exceed client expectations by supporting our clients and their employees.
Answer incoming calls and chats from customers about their employer’s benefits plans and related processes.
Document information into a client system to track customer interactions and solutions.
Bswift transforms benefits administration, making it simpler, smarter, and more human. They serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
Help manage and provide technical guidance for implementing new client websites.
Respond to client inquiries regarding bswift products, leveraging research to resolve issues.
Drive continuous process improvements and efficiencies.
Bswift transforms benefits administration, making it simpler, smarter, and more human. They serve thousands of companies and millions of people nationwide. Bswift reduces administrative burdens and frees HR teams to focus on creating thriving, people-first workplaces and they have been regularly named one of Chicago’s Best and Brightest Companies to Work For.
Manage a portfolio to ensure satisfaction, retention, and partnership
Serve as the primary liaison for plan sponsors and internal teams
Develop and execute strategic service plans to align with client goals
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They are committed to partnership, thinking beyond typical solutions to do more for clients. Point C values, respects, and protects the uniqueness each of its employees brings.
Supports the administration, education, and promotion of Total Rewards programs.
Monitors the benefits email inbox and informs employees on benefits matters.
Provides financial management support by processing and auditing monthly invoices.
Population Services International (PSI) is a network of locally rooted organizations working to advance people-centered health systems. They have over 2,000 employees working across the globe in 30+ different countries.
Provide operational support for health, welfare, retirement, leave, and statutory benefits programs across the Americas region.
Manage employee benefits inquiries and escalations through the SNOW ticketing system, ensuring timely triage, resolution, and clear communication.
Serve as a primary point of contact for brokers, carriers, TPAs, PBMs, COBRA administrators, and leave vendors; actively manage escalations and hold vendors accountable to SLAs.
Rackspace delivers cloud solutions and helps companies to modernize, optimize and secure their IT environments. They are a global company that provides managed services for applications, data, security and infrastructure, with a focus on customer success.
Provide prompt and courteous assistance to customers via various channels.
Sell and quote new business to both personal and commercial lines clients.
Assist in preparing and processing commercial insurance policies.
Trucordia is an insurance brokerage that brings together people, tools, and solutions. They have over 5,000 team members across 200 offices and are ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Deliver fast, accurate, and empathetic support to workplace customers across voice and email.
Troubleshoot issues, follow or adapt workflows, and escalate when necessary.
Develop expertise in products and processes to identify recurring issues and improve customer experiences.
Clipboard exists to help people move up the socioeconomic ladder by connecting professionals with workplaces for on-demand shifts. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.
Manage the inbound flow of business and the inside account team.
Identify opportunities for new solutions and maximize margins.
Prioritize client needs and ensure timely and accurate support.
Connection Enterprise Solutions guides the connection between people and technology. They have a team is made stronger by a multitude of backgrounds, experiences, and perspectives.
Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. They have built the ultimate benefits platform that connects disparate systems across the benefits supply chain.
Processes client’s payrolls in an accurate and timely fashion, maintains client folders, reviews, and verifies client new employee packets.
Provides timely and accurate administration of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification.
Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off.
Hilb Group is a Top 25 middle-market independent insurance broker founded in 2009. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.
Guidepoint is a leading research enablement platform designed to advance understanding and empower clients’ decision-making process with innovative technology, real-time data, and hard-to-source expertise. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, they inform leading organizations’ research.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants is a third-party recruiter helping teams find qualified candidates. They offer the chance to enter financial services on a part-time basis while working fully remotely.
Prepare monthly benefit invoices and reports as needed.
Monitor new hire benefits enrollment and process changes.
Perform audits related to health, welfare, and retirement plans.
Asahi Kasei Group is committed to creating for tomorrow by anticipating the changing needs of those around the world through their Material, Homes, and Health Care business sectors. They value fresh perspectives and a variety of skills in their employees.
Serve as a trusted guide for clients during onboarding, ensuring each group starts on time.
Answer questions and resolve issues across channels related to benefit administration and compliance.
Problem-solve with urgency when setup or configuration issues arise, ensuring programs start accurately.
Vitable is a health benefits platform that aims to make healthcare better for employers of everyday workers. They bring accessible, high-quality care to over 85 million uninsured and underinsured Americans and are growing rapidly, looking for eager team members who are hungry for change.
Support the success and satisfaction of your portfolio of employer clients, helping ensure strong client retention and engagement
Monitor client health and engagement on an ongoing basis, flagging potential risks early and collaborating with your manager and team to develop mitigation plans.
Maintain strong client relationships, fostering satisfaction, loyalty, and advocacy, and supporting case studies or success stories where appropriate.
Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs.
Maintain positive customer relationships by responding to inquiries via phone.
Provide information and education about IRS regulations and spending accounts.
Serve as a customer advocate by identifying needs and guiding them to resources.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. They are passionate about providing solutions that allows American families to connect health and wealth, valuing individuals more than positions and fostering a welcoming and inclusive environment.