Benefits Specialist

CoAd is hiring a Benefits Specialist to join our Operations team. Works with the health, life, dental, vision and disability insurance plans for CoAd. Ensures compliance with Section 125, FSA, COBRA, HIPAA, and FMLA as well as other applicable state and federal benefit laws. Follows policies and procedures that support the organizational and business goals of CoAd.

The preferred work location for this role would be to be based out of our Bradenton, FL office working 11am - 8pm EST, although we are open to remote candidates who could accommodate this schedule.

Essential Job Functions

• Provides support for a specific client product/service to internal and external clients.
• Responds to and resolves questions. Administration of health, life, dental, vision, FSA, & disability insurance plans.
• Ensures compliance with Sec 125, FSA, COBRA, HIPAA, and FMLA & other applicable state & federal benefit laws.
• Process all new hire enrollments, life status changes & terminations.
• Monitor and maintain coverage of the inbound phone queue during business hours, providing timely, accurate, and professional assistance to worksite employees and clients regarding benefits, enrollment, eligibility, and other service-related inquiries. Escalate issues outside of scope as appropriate to ensure prompt resolution.
• Provides online medical, prescription & dental data entry with applicable carriers.
• Audits benefit enrollments & processes both client & employee adjustments as necessary.
• Provides assistance with adjudication of monthly bills as needed.
• Participates in the annual OE process.
• Coordinates transfer of benefit elections to participating carriers on a daily basis as needed.
• Compliance of governmental regulations.
• Utilizes Salesforce to document and communicate client and/or employee requests, challenges, issues and resolution.
• Maintains good oral and written communication skills with clients, sales and other service associates.

• Must have high school diploma or GED
• Associates or bachelor’s degree preferred
• Has a working knowledge of tools used to support client products and services.
• Task execution and follow-up.
• Accurate and detailed audits.
• Demonstrated follow-up skills to ensure timely and effective closure of open items on sales orders and throughout the implementation process.
• Ability to multi-task, to organize work based on priority and to meet deadlines.
• 1-3 years of customer service experience preferred.
• Call center experience preferred.
• Previous experience with benefits administration preferred.
• Excellent problem resolution skills.
• Ability to work well with others.
• Ability to work well under pressure.
• Strong oral and written communication skills.
• Knowledge of Microsoft applications (Word and Excel). Proficient in typing.

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.