Benefits & Client Services Coordinator

hace 2 semanas


San José, San José, Costa Rica Move Your Business A tiempo completo

MOVE Your Business is proud to represent our client, a U.S.-based benefits consulting firm that helps employers design and manage health benefit programs that balance cost efficiency with employee well-being. They use a collaborative, data-driven approach to deliver clarity, improve cash flow, and strengthen employee engagement. With a focus on advisory excellence and streamlined operations, the firm serves as a trusted partner bridging employers, employees, and the complexities of modern benefits administration.

On behalf of our client, we are seeking a Benefits & Client Services Coordinator to support both back-office operations and client-facing tasks. This hybrid role ensures employee benefits run smoothly while providing responsive support to employer groups and their employees. You'll manage enrollments, track service tickets, coordinate renewals, maintain accurate data, and prepare reports—all while following established processes to ensure accuracy and timeliness.

NOTE: We kindly ask that you submit your resume in English to help us understand your qualifications better. Looking forward to reviewing your application.

Benefits:

  • Competitive salary ($400/month)
  • Strong support system
  • Health benefit ($30/month)
  • Training materials for upskilling provided
  • Paid holiday leaves (depending on the holidays that the client observes)
  • Paid sick leaves (sick leave convertible to cash if perfect attendance)
  • Paid planned leaves

Key Responsibilities:

  • Back-Office Benefits Administration
  • Process enrollments, qualifying life events (QLEs), and employee data updates in benefits platforms.
  • Track ID card issuance, welcome kits, and coordinate reissues as needed.
  • Prepare billing variance sheets, reconcile invoices, and track commission statements.
  • Maintain organized documentation: plan documents, amendments, SPDs/SBCs, and compliance calendars.
  • Client Services & Coordination
  • Manage and route client service tickets, ensuring timely acknowledgment and resolution.
  • Schedule client calls, renewals, and check-ins; prepare agendas, notes, and follow-ups.
  • Gather and clean census data, compile renewal materials, and prepare draft proposals.
  • Provide updates to clients and employees on process status; escalate and resolve issues.
  • Data & Reporting
  • Maintain accurate records in benefits platforms and CRM systems.
  • Audit rosters, invoices, and change logs for accuracy.
  • Generate reports for renewals, ticketing, and operational metrics.
  • Ad Hoc & Project Support
  • Assist with special projects, process improvements, and system updates as assigned.
  • Support team leads with operational or client support tasks.

Success Metrics

  • Zero missed carrier deadlines; confirmations logged within 24–48 hours.
  • SLA compliance on first-response and ticket resolution.
  • ≤1% error rate across rosters, enrollments, and administrative records.
  • Positive client satisfaction scores (CSAT/NPS) for responsiveness and follow-through.

Requirements & Qualifications:

  • 1–3+ years of experience in benefits or HR administration, insurance operations, or a similar back-office role.
  • Strong proficiency in Excel/Google Sheets (data cleaning, lookups, reconciliations); comfortable working with CSVs and imports.
  • Familiarity with benefits systems a plus (e.g., Employee Navigator, Ease, AgencyBloc, BenefitPoint, DocuSign, Adobe, ticketing tools).
  • Exceptional attention to detail, strong organizational discipline, and commitment to following SOPs and checklists.
  • Flexible and adaptable, with the ability to manage multiple priorities and ad hoc requests efficiently.
  • Exceptional written and verbal communication skills in English.
  • Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
  • Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country's equivalent), is required before onboarding.

Working Hours:

Part-Time (20 hours per week)

Monday through Friday 8 a.m. to 12:00 p.m. or 1:00 p.m. to 5:00 p.m. Eastern Time

About Us: MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we're committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.

Job Type: Part-time

Pay: ₡200,000.00 per month

Expected hours: 20 per week

Application Question(s):

  • How many years of experience do you have as a Benefits Admin Assistant?
  • How many years of experience do you have in using Google/Excel Sheet?
  • How many years of experience do you have in CRM Tools?

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