Enrollment Specialist

Position Summary

Employee Benefits Corporation is hiring for an Enrollment Specialist I. The Enrollment Specialist I is responsible for the system set‑up of specified client products and the ongoing administration, maintenance, and termination of participant accounts. This position is also responsible for managing administrative activities related to the Benefits Card on the participant level. Individuals in this role interact and collaborate across several areas of the organization on a regular basis.

This person may work in our Middleton, WI office, be fully remote (WI locations only), or a combination of the two, depending on availability.

• Manage and maintain updates to participant accounts including enrollment, renewal, termination, leave of absence and permitted election changes as well as Benefits Card account maintenance.
• Process Health Savings Account customer identification program (CIP) documentation, account closures, account transfers and other associated updates.
• Update participant accounts from data received through eligibility files and manage any account variances. Coordinate contact to clients as needed to obtain information to resolve any discrepancies.
• Process manual client renewals for all product offerings.
• Save fee amendment documents in the appropriate drive.
• Update client demographic information.
• Complete system data entry for new POP, COBRA, and Compliance Services clients.
• Manage, triage, and assign enrollment related workflow (including but not limited to data file feeds, help desk inquiries and tasks) in accordance with departmental expectations and standards.
• Respond to incoming inquiries and tasks from other departments in a timely, customer‑centric and professional manner.
• Maintain and proactively manage CRM database, documenting each interaction and action item in a timely, compliant manner and adhering to departmental standards.

• Associate degree in Business or related field; may be substituted with two years of relevant work experience.
• Minimum one year experience in an enrollment or administrative position supporting internal and external customers in a professional office environment.
• Demonstrated effective verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen.
• Strong attention to detail.
• Strong organizational and time‑management skills with proven ability to multi‑task in a high‑paced environment.
• Self‑motivated and able to resolve issues independently.
• Demonstrated ability to work both independently and collaboratively.
• Computer proficiency in Windows‑based applications along with a demonstrated ability to learn new software programs.
• Basic proficiency with Microsoft Excel, Word and Outlook.

• Intermediate proficiency with Microsoft Excel.
• Previous experience in Benefits Administration, working with insurance brokers and/or carriers, or in the health insurance industry.
• Knowledge of COBRA and tax‑advantaged benefit programs.

• A friendly, collaborative team environment.
• A competitive compensation and benefits package that includes employee‑ownership.
• Opportunities for personal and professional growth.
• Flexible scheduling to encourage and support a healthy work‑life balance.

Employee Benefits Corporation administers a variety of employee benefits, from IRS‑approved, tax‑advantaged plans to COBRA and state‑regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top‑notch workplace benefits and customer service. As a 100% employee‑owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services.

Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request. If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .