Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Provide direct support to Benefits Administration and Benefits Operations support staff.  Help to ensure operational flow of work between units and the consistent, timely completion of client deliverables in accordance with client contracts as well as defined client processing schedules and procedures.  Serve as an internal point of escalation for reported issues or concerns.  Ensure that internal account documentation is kept current and accurate.  Ensure that support resources are adequately trained. 

Responsibilities, but not limited to:

• Conduct daily and weekly reviews of scheduled and completed tasks; adjust assignments as needed to account for time off, travel and other needs.
• Conduct monthly review of reported membership audit results; report action plans to Senior Account Manager and Director.
• Update and post timely changes to client documentation using the established methods and channels.
• Monitor open case volume on an ongoing basis and assign case work to keep it in alignment with established service levels.
• Report unit performance to leadership; provide suggestions that support operational improvement.
• Assess team member performance and quality.

Qualifications:

• The ideal candidate will have 3-5 years’ experience in the Benefits Administration, Insurance, Customer Service, Information Processing and/or Human Resource-related fields, and will be able to demonstrate past success in a supervisory and/or client relationship capacity
• The candidate will demonstrate fair, objective qualities to compliment a strong, professional presence
• The candidate will possess strong verbal (interpersonal, small group) and written customer service skills
• The candidate will maintain proficiency with MS Office, specifically intermediate/advanced Excel, Outlook, and Word
• The candidate will bring strong organizational qualities and be capable of maintaining poise under pressure
• Hybrid work arrangement-3 days per week at our Clarks Summit office (subject to seasonal adjustment)