Administrative Assistant

Job Description

Job Description

Position Overview

Employee Benefit Exchange is seeking a highly organized and detail-oriented Administrative Assistant to support our growing employee benefits team. Day to day duties will include creating proposals, processing enrollments and eligibility changes, and assisting with key operations related tasks.

The ideal candidate thrives in a fast-paced environment, enjoys working behind the scenes to support team efficiency and client success, and has strong organizational and communication skills. This role is ideal for someone looking to build a long-term career in employee benefits, insurance operations, or sales support.

Enrollments, Terminations & Eligibility Changes

• Process new enrollments for group health, dental, vision, and ancillary benefits
• Submit termination requests in a timely manner and confirm carrier processing
• Handle eligibility changes including life events, plan changes, dependent additions/removals, and status updates
• Review enrollment forms and supporting documentation for completeness and accuracy
• Coordinate with carriers and vendor partners to resolve enrollment discrepancies
• Maintain accurate records of all enrollment activity
• Communicate clearly with internal team members regarding enrollment status and outstanding items

Proposal Development & Quoting

• Create accurate, professional employee benefits proposals for prospective and existing clients
• Compile and format carrier quotes into client-ready presentations
• Ensure proposals align with EBX branding, strategy, and client objectives
• Review plan comparisons, pricing, and benefits summaries for accuracy
• Work closely with producers to meet proposal deadlines and strategy needs

Administrative & Operational Support

• Maintain organized digital files and documentation for proposals, RFPs, and enrollment activity
• Help manage deadlines and project timelines for the team
• Support CRM updates and data entry related to sales and client activity
• Continuously identify ways to improve administrative workflows and team efficiency

Qualifications

• 1–3 years of experience in an administrative, sales support, benefits administration, or insurance-related role preferred but not required.
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word)
• Ability to manage multiple deadlines and projects simultaneously
• Professional, team-oriented attitude with a willingness to learn
• Experience in employee benefits administration is a strong plus

Growth Opportunity

This role provides a strong foundation in employee benefits administration, agency operations, and client management. Employee Benefit Exchange is committed to developing talent internally, and this position offers advancement opportunities into licensed sales, account management, or operations roles for individuals seeking long-term growth within the organization.

 

\nCompany Description

Employee Benefit Exchange Corp (EBX) is a leading provider of customized employee benefits solutions, dedicated to helping businesses navigate the complexities of health insurance and benefits administration. With a focus on innovation, compliance, and personalized service, EBX partners with employers to design and manage competitive benefits packages that attract and retain top talent.

Company Description

Employee Benefit Exchange Corp (EBX) is a leading provider of customized employee benefits solutions, dedicated to helping businesses navigate the complexities of health insurance and benefits administration. With a focus on innovation, compliance, and personalized service, EBX partners with employers to design and manage competitive benefits packages that attract and retain top talent.