Job Description

Our client is seeking a dedicated, and proactive Employee Benefits Customer Service Agent to join their team.

Benefits

• Competitive salary: $45-60K
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications:

• Active L&H License
• Minimum 3 years’ insurance brokerage or equivalent experience.
• Extensive knowledge of all lines of Group Benefits, including sophisticated and less common coverages.
• Thorough knowledge of brokerage operations including claims handling, procedures, companies rating, agency management system, and applicable insurance laws/codes.
• Experience and expertise in operating in electronic environment; excellent automation skills, including MS office, Outlook, Word, Excel, document management software, carrier proprietary systems, etc.
• Excellent time management, organizational and verbal and written communication skills.

Responsibilities:

• Maintain expiration list and assure all policies are renewed or rewritten.
• Maintain customer information in customer group folder.
• Prepare proposals, complete rate comparisons, and complete census spreadsheets.
• Prepare quarterly and semi-annual claim reviews for self-funded clients.
• Order renewal policies and check in when received per agency procedure.
• Contact customers to obtain necessary information to quote renewals.
• Coordinate renewal process with current carriers.
• Receive phone calls, faxes or e-mails from customers for policy endorsements and process per agency procedures.
• Input new customer information, maintain and update current customers in EPIC.
• Update Epic with activities.
• Receive via phone, fax, or e-mail claim information from the insured and/or client, and work with dedicated claim specialists for resolution.
• Follow up with the customer/insurance companies on direct bill issues.
• Consult with Account Executive on prioritizing workflow.
• Participate in training meetings, seminars to improve your skills and to meet licensing continuing educations requirements.
• Stay up to date with federal, state, and local regulations impacting employee benefits, including ACA, ERISA, HIPAA, and other relevant laws.
• Perform other duties as assigned to assist the producer with current customers and new business. 

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