Envision Benefits Group - Buffalo, NY

posted 26 days ago

Full-time - Entry Level
Hybrid - Buffalo, NY
Professional, Scientific, and Technical Services

About the position

The Operations and Technology Coordinator at Envision Benefits Group is a pivotal role focused on optimizing processes and ensuring seamless operations through effective technology management. This position involves overseeing various technology platforms, collaborating with cross-functional teams, and enhancing client experiences through efficient operational practices.

Responsibilities

  • Oversee and maintain the company's technology platforms, including EASE, Employee Navigator, and Zywave.
  • Build and renew client technology platforms, including the creation of custom benefit booklets, benefit statements, and required compensation reports.
  • Prepare and update monthly invoices for clients and vendors, accurately posting commissions in the agency CRM.
  • Manage state filings and ensure organizational compliance with all regulatory requirements.
  • Maintain and update quarterly and published insurance rates with accuracy and timeliness.
  • Facilitate requests for renewals and RFPs for both current and prospective clients, ensuring timely and thorough responses.
  • Manage social media accounts and coordinate email campaigns to align with company branding and outreach goals.
  • Oversee benefit account reimbursements to ensure accuracy and efficiency.

Requirements

  • Proficiency in Microsoft Office, particularly advanced skills in Excel and Word.
  • Hands-on experience with QuickBooks Online for accurate financial tracking and reporting.
  • Exceptional attention to detail with a talent for identifying errors and maintaining organization.
  • Outstanding written and verbal communication skills, with the ability to build trust and foster relationships across all levels of an organization.
  • Strong problem-solving abilities combined with excellent planning and prioritization skills to handle multiple tasks and competing deadlines efficiently.
  • Passion for leveraging technology, with a willingness to learn new tools and implement innovative solutions to enhance operational efficiency.

Benefits

  • Comprehensive Medical, Dental, and Vision Coverage
  • 401(k) with Company Match
  • Unlimited PTO
  • Hybrid Work Environment
  • Professional Growth Opportunities
  • Collaborative & Inclusive Culture
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