Hilb Group · 5 hours ago
Benefits Coordinator
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Customer ServiceFinancial Services
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Responsibilities
Create and update renewal activity in company database
Asset statement collection
For pooled and FBO accounts – save to proper folder
For recordkeeper accounts – pull files from website
Upload client contributions to recordkeepers
Follow up with clients for census submission
Follow up and submission of Form 8955-SSA and Form 5500
Follow up and submission of cash out distributions for participants with less than $5,000
Submission of vesting uploads to recordkeepers
Qualification
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Required
Must be proficient user of the Microsoft Office suite, specifically Outlook, Word, and Excel, and must be comfortable and able to take incoming and make outgoing phone calls to clients and vendors.
Strong communication skills
Ability to work independently as well as in a team setting
Demonstrates ownership and accountability
Preferred
Formal education in the form of an associate’s or bachelor’s degree is preferred, but not required.
A background in group benefits, human resources or customer service are a plus!
Benefits
Company Paid Life Insurance
Long-Term and Short-Term Disability
Medical, Dental, Vision and FSA/HSA plans
401(k) with company match
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
Generous PTO
Company
Hilb Group
Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency.
Funding
Current Stage
Late StageTotal Funding
$2B2024-10-31Debt Financing· $2B
2019-10-30Acquired· by The Carlyle Group
2015-06-25Private Equity· Undisclosed
Recent News
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