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salesforce windows sharepoint office suite enrollment processing

๐Ÿ“‹ Description

  • Provide exceptional customer service for benefits inquiries and enrollment.
  • Use Salesforce and SharePoint to access docs and update records.
  • Support onboarding of new clients to call center processes and systems.
  • Assist with open enrollment and enrollment processing, eligibility research.
  • Guide clients on online admin systems for new hires and eligibility changes.
  • Assist with claims and resolve issues; update client benefits; produce monthly reports.

๐ŸŽฏ Requirements

  • Excellent verbal and written communication; strong telephone etiquette.
  • Flexible with changing priorities and deadlines; able to multitask.
  • Proficient in Windows and Office Suite; internet skills.
  • Experience using Salesforce, SharePoint, and call center systems.
  • Strong organizational, prioritization, and detail-oriented skills.
  • Life License required or completed within 3 months; ongoing CE.

๐ŸŽ Benefits

  • Bonus eligibility and RSUs.
  • Discretionary awards and a full benefits package.
  • Medical, financial and other benefits including 401(k).
  • Vacation, sick time and parental leave.
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