General Clerk/Float Representative

Job Description

Job Description

GENERAL CLERK / FLOAT REPRESENTATIVE

A multiemployer Benefit Fund based in Queens, NY is seeking a full-time General Clerk / Float Representative to support daily office operations, participant services, front desk coverage, social media coordination, and benefit-related administrative work. This position is designed for a flexible, dependable, and experienced individual who can assist where needed throughout the office under the direction of the Administrator and management team.

This is not an entry-level position . The successful candidate must be comfortable working in a structured, fast-paced, multi-faceted office environment and must be able to shift between front desk duties, participant support, benefit-related questions, claims assistance, social media support and special projects as assigned. Standard hours are 40 per week, with occasional approved overtime. This position is strictly 100% in-office. Remote or hybrid work options are not available.

Key Responsibilities

FRONT DESK / PARTICIPANT TRIAGE

• Greet members, retirees, dependents, employers, vendors, and visitors in a professional and helpful manner.
• Serve as the first point of contact for individuals visiting the Fund Office.
• Provide participants with appropriate forms, paperwork and general guidance based on their needs.
• Triage participant questions and direct them to the appropriate department or staff member when needed.
• Assist participants in understanding what documentation may be required for benefit-related requests.
• Help maintain an organized, professional and welcoming front desk area.
• Answer general inquiries in person and by phone or other approved communication methods.
• Escalate complex or sensitive issues to the appropriate staff member or supervisor.

PARTICIPANT SERVICES / BENEFITS SUPPORT

• Support the Fund Office with participant questions related to medical benefits, retiree benefits, HRA claims, ASB claims, disability claims and related benefit matters.
• Assist with HRA claim processing, including reviewing submitted paperwork for completeness and helping participants understand missing documentation when appropriate.
• Provide clear, accurate, and professional explanations of general benefit procedures and available options.
• Use the Fund’s database and TPA system to access participant records, research basic issues, document activity, and follow up as directed.
• Assist with preparing and sending correspondence to participants, retirees, dependents, and other appropriate parties.
• Help participants navigate general benefit processes while ensuring complex plan interpretation questions are referred to the appropriate staff member or supervisor.
• Maintain confidentiality of participant information and follow all office procedures regarding protected or sensitive information.

SOCIAL MEDIA / COMMUNICATIONS SUPPORT

• Assist with managing and maintaining the Fund Office’s social media pages under the direction of the Administrator.
• Help organize and post approved content related to Fund Office updates, general benefit reminders, deadlines, office closures, wellness messages and other member-facing communications.
• Ensure social media content remains professional, accurate and consistent with the Fund Office’s communication standards.
• Assist with developing member-friendly communication materials for general announcements, reminders and educational purposes.
• Coordinate with the Administrator or assigned staff before publishing any public-facing content.

CORE OFFICE SUPPORT / FLOAT DUTIES

• Provides essential backup support to benefit staff as needed during staff shortages or high-volume work periods.
• Assist with general office scanning, copying, mailing, and document organization.
• Handle mail and correspondence related to participant services and general office operations.
• Assist with special projects as assigned by the Administrator or management team.
• Support daily office needs during periods when there are no special assignments or urgent coverage needs.
• Organize and prioritize workload to meet deadlines efficiently.
• Help maintain accurate records and ensure assigned tasks are completed in a timely manner.
• Work collaboratively with all departments to support the overall operation of the Fund Office.
• Adapt to changing daily priorities and provide assistance where the office has the greatest need.
• Perform other duties as assigned by management.

To Qualify

• Minimum of 2 years prior experience working with Health & Welfare, employee benefits, union benefit funds, Taft-Hartley Trust Funds, or a similar benefit-plan environment is required.
• High school diploma or equivalent required.
• 5+ years of customer service, office administration, participant services, benefits administration, or similar experience required.
• Prior experience working with HRA claims, medical benefits, retiree benefits, disability claims, or related benefit functions is strongly preferred.
• Experience with social media administration, office communications or member-facing announcements is a strong advantage.
• Strong working knowledge of MS Word and MS Excel required; MS Access or database experience strongly preferred.
• Strong working knowledge of HIPAA guidelines and compliance standards regarding protected health information (PHI) is a strong advantage.
• Must be flexible and comfortable working in a structured, fast-paced, multi-faceted office environment.
• Must have strong interpersonal, communication, problem-solving and organizational skills.
• Must be able to communicate professionally with participants, retirees, dependents, vendors and internal staff.
• Must be able to handle confidential information with discretion and professionalism.
• Must be detail-oriented and able to manage multiple tasks while meeting deadlines.
• Must be willing to assist wherever needed and adapt to the daily operational needs of the office.
• Must be willing and able to work on-site, in the office, five days a week.
• Experience with Taft-Hartley Trust Funds is a strong advantage.

Ideal Candidate

The ideal candidate is dependable, professional, flexible and comfortable being relied upon by the office in different capacities. This person should be able to work independently, follow direction, support multiple departments, interact professionally with members and step into daily assignments as needed. The role requires someone who can balance routine office duties with changing priorities and who understands the importance of accuracy, confidentiality and strong member service.

Queens, NY based multi-employer Benefit Fund.

Company Description

Queens, NY based multi-employer Benefit Fund.