hero

Portfolio Company Careers

Explore Opportunities to work in a Private Equity Backed Company

Benefit Specialist (San Francisco, CA)

BeneSys

BeneSys

San Francisco, CA, USA
USD 31-32 / hour
Posted on Sep 6, 2025
Position: Benefit Specialist (San Francisco, CA)
Location: San Francisco, CA
Job Id: 2435
# of Openings: 1

Benefit Specialist (San Francisco, CA)
Summary – The Benefits Specialist is an entry level position and will provide customer service, determine, maintain, and terminate member and/or dependent eligibility for health care benefits and pension benefits. Bilingual in Spanish is a requirement.
Essential Duties and Responsibilities include but not limited to
  • 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/all 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.
  • Provides exceptional customer service via phone and email to internal and external customers.
  • Regular and predictable attendance is an essential function of this job.
Qualifications
  • Bilingual in Spanish is a requirement
  • Excellent customer service and phone skills
  • Proficient in MS Word, Excel and Outlook
  • Ability to read and interpret plan rules, department rules and procedures manual and COBRA compliance manual
  • Ability to speak clearly and effectively to explain eligibility requirements to members, dependents, providers and union officials
  • Ability to multi-task
  • Prior experience in a clerical and customer service, preferred
  • Post High School education or prior related work experience, preferred
Work Schedule - Full-time. Monday – Friday, 8:00am - 4:30pm. Required in office (No at-home days).
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 be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place 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 our 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.

Apply for this Position