Benefits CSR

Purpose of Job:

• To provide prompt, efficient, high-quality service to designated accounts in support of the Benefit Department.
• To back-up receptionist with walk-ins.
• To help maintain accurate data inside our agency platform.
• To assist in the retention of existing accounts.

Responsibilities:

• Assist Benefit Team in documenting all transactions in our customer management system.
• Process Benefit mail and distribute to the appropriate agent.
• Process change, billing, & cancellation requests for clients.
• Provide customer excellent service at all times.
• Communicate with team members in a professional manner.
• Learn specific company coverage offerings.
• Help in maintaining up-to-date client contact information.
  
• Scheduling appointments.
• Forward calls to appropriate Benefit agent.

Job Qualifications:

• Advanced computer skills
• Self-Motivation
• Ability to work in a team environment.
• Exceptional communication and time management skills.
• Ability to multitask

Performance Measurements:

• Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention.

Benefits:

• 401k Match
• Profit Sharing
• Section 125 - Daycare, Health, Dental & Vision
• 35 Hour Work Week
• Vacation
• PTO
• 7 Paid Holidays & Birthday off
• HSA Health Insurance - 100% of Employee Paid
• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
  
• Licensing & CE Scheduled & Paid by Agency
• Group Long Term Disability - at your cost
• Group Dental - at your cost
• Group Vision - at your cost
• Aflac Benefits - at your cost
• LegalShield - Shared cost