Enrollment & Eligibility Representative Overview • The Enrollment & Eligibility Representative plays a vital role in ensuring participants receive accurate benefits and support. • Combine analytical thinking, technical skills, and customer service to address participant needs effectively. • Work closely with employers, unions, and vendors to resolve discrepancies and ensure process accuracy. • Maintain accurate records and adhere to established policies and procedures for eligibility and contributions. • Provide professional and timely responses to participant inquiries through various communication channels. • Support benefit administration processes, including retiree accounts, COBRA applications, and life insurance claims. • Contribute to team goals and continuous improvement initiatives within the organization. • Ensure participant confidence by delivering accurate and efficient service in a collaborative environment. Enrollment & Eligibility Representative Key Responsibilities & Duties • Process and balance employer payroll reports and member contributions using specialized systems. • Investigate and resolve discrepancies in employer audit reports and electronic file imports. • Manage participant contributions, including adjustments, refunds, and self-payments. • Verify and update participant eligibility and account information accurately. • Collaborate with unions, employers, and vendors to troubleshoot issues and develop solutions. • Respond to participant inquiries and provide accurate benefit information promptly. • Set up and maintain retiree and COBRA accounts, ensuring compliance with documentation requirements. • Assist with special projects and contribute to team goals and continuous improvement efforts. Enrollment & Eligibility Representative Job Requirements • Bachelor's degree or equivalent experience required. • Minimum 2 years of experience in data entry and account balancing; 3 years preferred. • Proficiency in Microsoft Office, particularly advanced Excel skills. • Strong analytical, organizational, and problem-solving skills with attention to detail. • Ability to manage complex issues in a collaborative and flexible manner. • Experience with Taft-Hartley Trust Funds or benefits administration is preferred. • Excellent communication skills, both written and verbal, with a professional approach. • Commitment to dependable attendance and achieving team objectives.