Service & Operations Specialist

Description

About Envision Benefits Group

Envision Benefits Group is a fast-growing, client-focused HR consulting and benefits brokerage firm. Our mission is to simplify HR and benefits for our clients while delivering exceptional service and scalable solutions. We are seeking a highly skilled, detail-oriented, and tech-savvy Service & Operations Specialist to join our team and play a vital role in maintaining and improving our operational excellence.

Position Overview

We’re looking for a proactive, self-motivated individual with a strong background in employee benefits (preferably from a benefits agency environment), who excels in high-volume, fast-paced settings. This role requires a unique blend of service, marketing, and operational project management expertise—someone who thrives on juggling multiple tasks with precision and is passionate about streamlining processes using Excel, AI, and automation tools.

Key Responsibilities

Benefits Service & Marketing Support

• Serve as a client-facing and internal support resource for employee benefits tasks including renewals, enrollments, and client service resolution.
• Assist with gathering, formatting, and presenting benefit quotes and proposals.
• Coordinate carrier marketing and RFP processes from start to finish.
• Ensure timely and accurate completion of open enrollment, implementation, and service-related tasks.
• Maintain benefits compliance documentation and reporting schedules.

Operations & Project Management

• Support operational projects including CRM implementation and management, process improvement, and internal initiatives.
• Coordinate logistics and administration of continuing education, internal team training, and licensing renewals.
• Create and manage ongoing updates to SOP documentation across all three business lines.

Tech & Automation Enablement

• Build and maintain detailed Excel workbooks, trackers, and automation-friendly templates.
• Utilize AI tools to streamline workflows, reduce manual work, and increase efficiency.
• Actively identify and implement automation opportunities to enhance team productivity and data integrity.

Requirements

Key Qualifications

• 2-3 years of experience in a benefits agency or brokerage environment is required.
• Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, index matching, conditional formatting, and formulas is required.
• Hands-on experience with CRM systems and project management tools
• Demonstrated ability to work independently, handle multiple priorities, and meet deadlines in a high-volume environment.
• High attention to detail and a proactive approach to problem-solving.
• Strong communication skills and ability to collaborate cross-functionally in a virtual environment.

What We Offer

• Insurance with employer match
• 401K with employer match
• Flexible and supportive work environment
• Ongoing training and professional development opportunities.