Job Description

Employee Benefits CSR

Job Summary

Looking for a dedicated and detail-oriented Employee Benefits CSR to join a team. In this role, you will serve as the primary point of contact for clients, delivering exceptional service with a focus on education, advocacy, and prompt issue resolution. You will navigate complex data sets, communicate with carriers, and proactively address client concerns. This position requires a commitment to building strong, long-lasting relationships with clients and carriers while ensuring effective communication and timely resolutions.

Compensation Package

• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Retirement savings plan with company match.

Responsibilities

• Provide high-quality service by advocating for clients and responding promptly to inquiries.
• Build meaningful, lasting relationships by prioritizing client needs and ensuring clear, professional communication throughout the resolution process.
• Navigate complex data sets, including carrier websites, client records, and benefit plan details, to gather necessary information.
• Ask insightful questions and review relevant documents to address client inquiries effectively.
• Take ownership of client inquiries, advocating for their best interests. Provide solutions to a range of issues, including enrollment, eligibility, claims, and coverage.
• Collaborate with internal and external stakeholders to ensure timely and effective resolutions.
• Maintain organized electronic and/or paper files and contribute to a suspense system to ensure follow-up on outstanding or pending matters.
• Perform special projects as requested by management.

Qualifications/Requirements

• Proven experience in client advocacy, customer service, or a related field, preferably within the employee benefits insurance industry.
• Strong problem-solving skills with the ability to navigate complex data sets and systems.
• Excellent communication skills, both written and verbal, with a professional demeanor.
• Ability to build and maintain strong relationships with clients and carriers.
• Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
• Proficiency in using technology, including carrier websites and client management systems.
• A proactive approach to identifying and addressing client needs.
• Holds an active L&H (Life and Health) insurance license or willingness to obtain.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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