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Benefits Support Specialist 


Role Accountability

This position will provide administrative support for the Sales & Service teams of Allegacy Benefit Solutions.

Nature and Scope

This position interacts daily with Producers, Account Executives, and Account Managers. External relationships include clients and vendors.

Specific Accountabilities

  • Supports the Producers, AEs, and AMs of Allegacy Benefit Solutions with administrative functions.
  • Gathers data for entry into BP (CRM), keeps system updated on a daily basis.
  • Verifies client data prior to case installation/renewal; census data, cross-checking with data from forms
  • Create employee benefit booklets (paper and electronic)
  • Prepare client spreadsheets including rates, deductibles, co-pays, co-insurance and ancillary benefits
  • Prepare Executive Summaries for clients with the assistance of the sales team
  • Miscellaneous administrative requests from team or clients.

Education and Experience

  • Education Required: High School Diploma
  • Education Preferred: Associates Degree or higher
  • Experience Required: 2 to 5 years of administrative experience in a Customer Service driven industry; proficient with Microsoft Excel,Word, and Power Point
Position Requirements

Knowledge, Skills and Abilities

  • Willingly handles/responds to routine requests.
  • Ability to maintain a high degree of confidential information.
  • Ability to multi-task and set appropriate priorities.
  • Technically proficient in Microsoft; Word, Excel and Power Point.
  • Ability to be a team player.
  • Ability to conduct business in a professional manner, exercising personal discretion and independent judgment.

Education and Experience


  • Minimum of High School Diploma; Bachelor’s degree preferred
  • Experience and professionalism in the area of customer service.

Our workforce is required to be fully vaccinated for Covid-19, with only very limited exemptions for legally recognized medical reasons or sincerely held religious beliefs.

Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location Winston-Salem Area  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade

This position is currently accepting applications.

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