BENEFITS SUPPORT ASSISTANT

Benefits Support Assistant

Location: Hybrid: 3 days in the office and 2 days remote

🕘 Schedule: Monday – Friday | 8:00 AM – 5:00 PM EST

About the Role

Progressive Benefit Solutions is seeking a highly organized, proactive, and detail-oriented Benefits Support Assistant to provide administrative and operational support to the President and Insurance Sales Broker.

This role is ideal for someone who enjoys working in a fast-paced environment, managing multiple priorities, supporting employee benefits operations, and interacting with insurance carriers, brokers, clients, and internal stakeholders.

The successful candidate will play an important role in helping streamline daily operations, maintain organization, support employee benefits administration, and contribute to exceptional client service.

Key Responsibilities

Benefits Administration Support

• Assist with the administration of employee benefits programs, including medical, dental, vision, HSA, FSA, and related plans.
• Support renewal preparation and benefits presentations.
• Maintain benefits documentation and insurance records.
• Monitor carrier portals and benefits platforms for updates and required actions.
• Assist with enrollments and eligibility verification.
• Research and resolve benefits, enrollment, and billing-related issues.
• Coordinate with insurance carriers, brokers, General Agencies (GA teams), and vendors.

Administrative Support

• Provide administrative support to the President and Insurance Broker.
• Manage calendars, reminders, follow-ups, and recurring tasks.
• Organize Outlook inboxes and email communications.
• Prepare reports, presentations, and meeting materials.
• Track deadlines and ensure timely completion of assigned tasks.

Data Management & Reporting

• Extract data from benefits platforms and carrier portals.
• Maintain spreadsheets and renewal tracking reports.
• Update quoting tools and client records.
• Enter, review, and reconcile benefits-related information.
• Support billing reviews and premium tracking activities.

Client & Carrier Coordination

• Communicate with insurance carriers to obtain information and resolve issues.
• Follow up on service requests and outstanding items.
• Coordinate with business partners, brokers, and vendors.
• Escalate urgent issues appropriately.

Open Enrollment Support

• Assist with open enrollment planning and preparation.
• Support employee communications and enrollment activities.
• Respond to benefit-related inquiries during enrollment periods.

Qualifications

Required

• 2+ years of experience in:
• Administrative Support
• Benefits Administration
• Employee Benefits
• Insurance Support
• Account Coordination
• Related administrative roles
• Advanced English communication skills (written and verbal).
• Strong Microsoft Office skills, particularly:
• Excel
• Outlook
• PowerPoint
• Word
• Experience working with spreadsheets and reporting tools.
• Strong organization and multitasking skills.
• Ability to prioritize shifting workloads and deadlines.
• High attention to detail and accuracy.
• Ability to work independently.
• Comfortable conducting follow-up calls and stakeholder communications.

Preferred Qualifications

• Employee Benefits experience.
• Insurance Brokerage experience.
• Health Insurance administration experience.
• Experience using benefits platforms and carrier portals.
• Experience supporting executives, brokers, or business owners.
• Experience as an Account Representative or Account Coordinator within insurance or benefits environments.

Technical Skills

• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• Microsoft Word
• Data Entry
• Reporting
• Benefits Administration
• Insurance Portals
• Documentation Management
• Calendar Management
• Email Management

Soft Skills

• Organization
• Communication
• Time Management
• Prioritization
• Adaptability
• Attention to Detail
• Problem Solving
• Professionalism
• Follow-Up Skills
• Critical Thinking

Why Join Us?

• Work directly with leadership.
• Gain exposure to the employee benefits and insurance industry.
• Opportunity for long-term professional growth.
• Collaborative and fast-paced environment.
• Diverse responsibilities across operations, benefits administration, client service, and reporting.