Brokerage coordinator

Part-time (25 Hours)

WHO WE ARE

Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho.

Our employees earn a guaranteed base wage, annual bonus and a generous incentive / commission schedule. We provide outstanding benefits, including :

• Paid time-off (we pay you to take 22 days off!)
• Tuition reimbursement (we pay for your tuition cost, up to the IRS maximum!)
• Retirement (we pay 100% of your pension and match your 401K!)
• And many, many more

If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We’d love to create a mutually beneficial partnership!

WHAT WE LOOK FOR

Ideal candidates will exhibit an energetic, friendly, and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day, and aren’t afraid to grow! We are an organization of people helping people!

Key Competencies

• Strong ability to think critically and solve problems.
• Timely and meticulous attention to verbal and written communication.
• Devotion to earning and maintaining member trust.
• Attentiveness to professionalism in appearance and action.

WHAT YOU CAN EXPECT

Our Brokerage Coordinator eagerly administers flexible spending accounts, health reimbursement accounts and COBRA services in the credit union owned Brokerage.

Location, Schedule Availability & Salary Information

• Centerville, Utah
• Monday through Friday 8 : 30 AM 5 : 30 PM
• Part-time, 25 hours per week
• $17.50 per hour, based on performance and experience Bonus Incentive

Essential Duties & Responsibilities

• Onboard new flexible spending accounts (FSA), health reimbursement accounts (HRA) and COBRA clients.
• Process flexible spending claims in accordance with IRS rules and regulations, as well as in accordance with the terms of the plan.
• Communicate directly with clients, beneficiaries and brokers by phone and through email regarding HRS- HRA / FSA and COBRA.
• Assist with building benefit plans through our online benefit admin portal Employee Navigator.
• Create billing invoices.
• Provide consistent member follow-up.
• Comply with all regulations as required by law.
• Actively participate in continuing education related to credit union career development.

Experience, Education & Certification

• High school diploma required
• 1-2 years of similar or related experience is preferred.

Last updated : 2024-03-23