Benefits Assistant​/Team Support Specialist

Employee Benefits Assistant / Team Support Specialist needed for an Insurance Agency located in Carlsbad!

HOURS:

Monday – Friday, 8:00 am – 5:00 pm DURATION:
Temp to possible Hire WORKPLACE:
In-office PAY: $22.00 - $24.00 per hour

• This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
• This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
• During 4th quarter, the agency buys lunch for the staff once a week.
• (During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
• Family environment to include a supportive team, open door policy and things such as a chili-cook off!

This role supports multiple team members, ensuring details are handled and the big picture stays clear. Whether it’s answering phones, coordinating enrollment materials, updating the internal systems or conducting post-enrollment audits, you’ll play a vital role in making sure everything runs seamlessly.

• Call Concierge:
  Be the cheerful first impression of the agency – greeting callers with upbeat energy, fielding questions and connecting them to the right person with a smile (even over the phone).
• Data Whisperer:
  Maintain accurate records in the systems, from client information to policy updates.
• Document Dynamo:
  Help prepare and organize client-facing documents, proposals, and benefit plan materials with precision and flair.
• Team Supporter:
  Be the person everyone can count on for day-to-day administrative needs.

• The qualified candidate must have two years of recent office experience, working in a customer service role.
• Bachelor’s Degree.
• Proficient with Microsoft Excel, Word, Outlook and PowerPoint.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.
• A proactive problem-solver who’s always two steps ahead.
• A friendly, can-do attitude with a commitment to top-notch customer service.