Enrollment & Eligibility Representative

Enrollment & Eligibility Representative Overview

• The Enrollment & Eligibility Representative plays a vital role in ensuring participants receive accurate benefits and support.
• Combine analytical thinking, technical skills, and customer service to address participant needs effectively.
• Work closely with employers, unions, and vendors to resolve discrepancies and ensure process accuracy.
• Maintain accurate records and adhere to established policies and procedures for eligibility and contributions.
• Provide professional and timely responses to participant inquiries through various communication channels.
• Support benefit administration processes, including retiree accounts, COBRA applications, and life insurance claims.
• Contribute to team goals and continuous improvement initiatives within the organization.
• Ensure participant confidence by delivering accurate and efficient service in a collaborative environment.

Enrollment & Eligibility Representative Key Responsibilities & Duties

• Process and balance employer payroll reports and member contributions using specialized systems.
• Investigate and resolve discrepancies in employer audit reports and electronic file imports.
• Manage participant contributions, including adjustments, refunds, and self-payments.
• Verify and update participant eligibility and account information accurately.
• Collaborate with unions, employers, and vendors to troubleshoot issues and develop solutions.
• Respond to participant inquiries and provide accurate benefit information promptly.
• Set up and maintain retiree and COBRA accounts, ensuring compliance with documentation requirements.
• Assist with special projects and contribute to team goals and continuous improvement efforts.

Enrollment & Eligibility Representative Job Requirements

• Bachelor's degree or equivalent experience required.
• Minimum 2 years of experience in data entry and account balancing; 3 years preferred.
• Proficiency in Microsoft Office, particularly advanced Excel skills.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Ability to manage complex issues in a collaborative and flexible manner.
• Experience with Taft-Hartley Trust Funds or benefits administration is preferred.
• Excellent communication skills, both written and verbal, with a professional approach.
• Commitment to dependable attendance and achieving team objectives.