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Job Title: Member Services Representative (Benefits Specialist) Department: Member Services The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer: Competitive Salary coupled with a great work/life balance Prime Location - Flatiron District in Manhattan (NYC) Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan Pension Benefit that includes monthly employer contributions Retirement Benefit that includes 3% 401K employer contributions Professional Coverage/Reimbursement includes Tuition Reimbursement Program Paid Time Off including vacation, personal, and sick days Federal Paid Holidays – Up to 11 days off with pay And more... Mission-driven, internal job growth opportunities Annual Salary Clarification: Non-Bilingual: $50,926.57; Bilingual: $53,063.84 - Per Collective Bargaining Agreement (CBA) FLSA Status: Non-Exempt (Eligible for OT per business needs) Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm) About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. Essential Duties and Responsibilities: Collecting and analyzing data/information to resolve a problem in real time, at high volume standards. Provide customer service to participants to resolve eligibility or Fund benefit issues. Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman). Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance. Follow workflows to resolve participant questions. Representatives analyze and interpret customer phone and written correspondence. Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues. Operating computers with multiple information screens to research and resolve customer inquiries on line. Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation. Ability to effectively communicate to Participants. Perform any other relevant, related or pertinent work or duties as requested or assigned. Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. Technical Skills: Strong computer skills. Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system. Ability to prioritize work and meet deadlines. A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications. Strong analytical, problem solving and decision-making skills. Excellent organizational and prioritizing skills. Strong ability to multitask. Various work schedules available. Interpersonal Skills: Strong oral and written interpersonal skills. Demonstrated customer service orientation. Ability to effectively operate in fast-paced work environment. Excellent listening skills. Detail oriented with excellent organization and communication skills. Experience working directly with customers. Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. Reasoning Ability: Above average. Certificates, Licenses, Registrations: None
Bilingual Customer Service Representative / Front Desk Associate (Spanish-English) Company: TAXVANCE Location: [Your Location] Reports To: Office Manager 📋 Job Summary: TAXVANCE is seeking a friendly, organized, and bilingual (Spanish-English) Customer Service Representative / Front Desk Associate to serve as the first point of contact for our clients. This individual will be responsible for welcoming clients, managing appointments, answering inquiries, and supporting our tax preparation and financial services team. 🔑 Key Responsibilities: 🛎️ Front Desk & Client Support: - Greet clients in person, by phone, and via email with professionalism and warmth. - Answer client inquiries about tax services, document requirements, and appointment scheduling in both English and Spanish. - Manage incoming calls, route messages, and provide accurate information. 📑 Administrative Support: - Schedule, confirm, and manage appointments. - Collect and verify client documentation for tax preparation. - Maintain accurate client records and data entry into our system. 💬 Bilingual Communication: - Translate documents and verbal communication between clients and staff when necessary. - Assist Spanish-speaking clients in understanding tax documents, procedures, and service options. 🤝 Office Coordination: - Maintain a clean, organized, and welcoming front office environment. - Support the tax preparers and management team with clerical tasks as needed. - Ensure confidentiality and security of client information in accordance with company policies and federal regulations. 📌 Qualifications: - High school diploma or equivalent (Associate’s degree preferred) - Fluent in both English and Spanish (spoken and written) - Prior customer service or front desk experience, preferably in a financial, tax, or office setting - Strong communication, organizational, and problem-solving skills - Proficient in Microsoft Office and basic office equipment - Friendly, professional demeanor with a customer-first attitude 💵 Compensation & Benefits: - Competitive hourly wage (based on experience) - Paid training - Seasonal and year-round employment opportunities - Opportunities for advancement within TAXVANCE