Employee Benefits Virtual Assistant Services

Flawless Group Admin

Stop letting benefit administration slow down your team. Hire trained Employee Benefits VAs to support enrollment, eligibility tracking, billing reconciliation, carrier updates, and group admin workflows with precision.

Real people.Real expertise.Real results.
Active PipelineVA Live Desk
01
New Hire Enrollment Management
In queueUpcoming
02
Eligibility Tracking & Verification
In queueUpcoming
03
Monthly Carrier Billing Reconciliation
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

26Tasks Handled
100%Dedicated VAs

New Hire Enrollment Management

Eligibility Tracking & Verification

Monthly Carrier Billing Reconciliation

Open Enrollment Preparation & Support

Employee Change Request Processing

Benefits Administration Support

Carrier Website & Portal Management

Benefit Summary & Guide Preparation

COBRA Administration Coordination

FSA, HSA & HRA Administration Support

Group Renewal Submission Management

Plan Comparison Spreadsheet Preparation

Claims Advocacy & Follow-Up Support

Employee Communication & Onboarding Support

Compliance & 5500 Filing Assistance

Vendor Management Coordination

Wellness Program Administration Support

Client Reporting & Analytics Preparation

Policy Documentation & Filing

Group Renewal Submission Management

Plan Comparison & Spreadsheet Generation

Employee Communication & Onboarding Support

Client Reporting & Analytics Preparation

Vendor Management Coordination

Employee Advocacy & Claims Support

Policy Documentation & Filing

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

01

Enrollment Intake

We collect employee details, plan selections, dependent information, and required enrollment documents.

02

Carrier Portal Entry

Your VA processes enrollments, terminations, and change requests across carrier portals and benefit platforms.

03

Eligibility & Billing Audit

We verify enrollment accuracy, track eligibility updates, and support monthly carrier billing reconciliation.

04

Reporting & Compliance

We prepare enrollment summaries, renewal data, client reports, and compliance filing support documents.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Enrollment data entry, portal updates & employee changes
VA
Strategic plan design & consulting
Core
Eligibility tracking, billing checks & reconciliation support
VA
Client reviews & renewal strategy
Core
Benefit guide preparation, summaries & employee communication
VA
Employee education & advisory conversations
Core
Carrier coordination, documentation & reporting support
VA
Account strategy & client relationship growth
Core
50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

United Alliances
AMS360AMS360
Applied EpicApplied Epic
Employee NavigatorEmployee Navigator
EZLynxEZLynx
HawkSoftHawkSoft
Momentum AMPMomentum AMP
NowCertsNowCerts
QQ CatalystQQ Catalyst
SEO Tool Training
Hands-on Experience
Quick Onboarding

Reduce Operational Overhead

Stop Overpaying for Administrative Work

Scale your agency with the talent you need at a fraction of local staffing costs.

Local In-House Staff

$55,000+

Salary + Taxes + Benefits + Training

United Alliances Specialist

$19,500

Flat Monthly Rate • Enterprise Infrastructure

Annual Reclaimed Capital

$35,000+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

Frequently Asked Questions

common questions about this service — answered.

An Employee Benefits VA supports enrollment, eligibility tracking, carrier portal updates, billing reconciliation, employee changes, open enrollment support, and benefits documentation.

Our VAs can work with platforms such as Employee Navigator, Ease, BenefitMall, PlanSource, bswift, BerniePortal, carrier portals, and AMS systems like Applied Epic or AMS360.

Yes. We can support census updates, enrollment tracking, plan document organization, employee communication, carrier portal updates, and post-enrollment reporting.

Yes. Your VA can compare carrier invoices against enrollment records, identify discrepancies, track eligibility changes, and prepare reconciliation notes for review.

We follow your agency’s data handling process, access controls, documentation rules, and confidentiality standards to support secure benefits administration workflows.

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