Job Details

Benefit Specialist (San Francisco, CA)

  2025-10-23     BeneSys     San Francisco,CA  
Description:

Summary

The Benefit Specialist is an entry‑level position ideal for individuals who are passionate about helping others and thrive in a detail‑oriented, fast‑paced environment. In this role, you'll be responsible for supporting members by managing their eligibility for health and pension benefits, ensuring accurate data entry, and delivering exceptional customer service. You'll interact with members, providers, and internal teams to resolve inquiries, process documentation, and maintain benefit records. Fluency in Spanish is required, as you'll be assisting a diverse member population.

Essential Duties And Responsibilities

  • Understanding of the plan rules for eligibility/pension as outlined in the Summary Plan Description (SPD) for each fund.
  • Collect completed forms and add all members and their eligible dependents to the BeneSys computer system and any/outside carrier systems. Send requests for additional documentation on incomplete enrollment forms and/or denial with rights to appeal.
  • Audit vendor reports and invoices on a monthly or weekly basis.
  • Determine qualifying events and notify member/dependent of COBRA rights.
  • Prepare and mail eligibility correspondence including but not limited to enrollment forms, enrollment packages and self‑payment notices.
  • Scan and index documents into document storage system.
  • Provide exceptional customer service via phone and email to internal and external customers.
  • Regular and predictable attendance is an essential function of this job.

Qualifications

  • Fluent in Spanish (required)
  • Experience in clerical or customer service roles (preferred)
  • Education beyond high school or relevant work experience (preferred)
  • Passionate about helping others and delivering excellent customer service
  • Organized and able to manage multiple tasks at once
  • Comfortable using MS Word, Excel, and Outlook
  • Able to clearly explain benefit rules and procedures

Competitive Benefits And Compensation Package

  • Vacation days earned at a rate of 1 day per each full month worked (for your first pro‑rated year)
  • 12 paid holidays
  • Medical, dental, and vision insurance, with option for dependent coverage
  • Company paid basic life, short‑term disability, long‑term disability and AD&D insurance
  • 401k with employer match
  • Tuition reimbursement program
  • Career development opportunities
  • Referral bonus for all successful full‑time referrals
  • Annual opportunities for increases

Pay

Hourly rate ranges from $31.00 - $32.00. Actual rate dependent on location, skills, education, experience and other business factors.

Our Culture

BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to create a place where people feel proud of what they do and fulfilled both professionally and personally, where employees can find long‑term growth and potential.

Our culture focuses on three core values:

  • Collaboration: working together across 31 locations to achieve the best for the company and our clients
  • Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and colleagues
  • Integrity: doing what we say we will do. Upholding strong ethical and moral principles

ADA & EEO

Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.

Seniority level

Entry level

Employment type

Full‑time

Job function

Human Resources

Industries

Insurance and Employee Benefit Funds

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