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Focus Financial Partners

RIA aggregator and growth platform

Benefits Coordinator

Compensation & BenefitsUpdated on Nov 9
Full-timeNew York, NY, USA$50k - $55k /yr

About the Job

Requirements

  • At least 1 year of experience in Human Resources benefit administration.
  • Strong knowledge of Microsoft Office, particularly Word and Excel.
  • Strong customer service skills.
  • Exceptional verbal and written communication skills.
  • Ability to maintain confidentiality.
  • Ability to organize and multitask in a fast-paced environment.
  • Ability to solve problems creatively and logically.
  • Ability to work both independently and as part of a team.

Responsibilities

  • Assist clients with enrolling in dental, vision, and medical insurance plans.
  • Process enrollments quickly and accurately.
  • Review monthly and quarterly premiums.
  • Resolve employee and client issues with insurance carriers and providers.
  • Provide clients’ employees with communications regarding benefits and eligibility.
  • Process onboarding and termination requests from clients’ employer plans in compliance with ERISA and COBRA requirements.
  • Engage with brokers to ensure clients’ company renewals.
  • Upload and process explanations of benefits, insurance cards, and correspondence through internal systems.
  • Conduct research as needed.
  • Handle ad hoc projects, including reviewing and submitting claims using CMS-1500 forms, superbills, or union claim forms.
  • Ensure that all clients are actively covered by a health plan through a union, employer, or marketplace.

Desired Qualifications

  • A Bachelor's degree in Healthcare Administration, Human Resources, or Business Management is preferred.

About the Company

Focus Financial Partners

RIA aggregator and growth platform

Focus Financial Partners supports independent registered investment advisers (RIAs) by building a network of partner firms and providing growth and operational support. Its core product is a customizable platform that helps RIAs grow their businesses and streamline operations, including resources for succession planning and strategic growth. It differentiates itself through a large, PE-backed partnership model that combines growth capital with a network approach, enabling advisors to go independent, merge with or join partner firms, and access scalable tools and services. The company’s goal is to help advisory practices expand, improve client service, and plan for smooth succession while maintaining client relationships.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2006

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