As an Employee Benefits Customer Service Representative, you will support clients with their employee benefits programs, assist with day-to-day service needs, and help provide a positive experience throughout the policy lifecycle. This position is ideal for someone who enjoys building relationships, solving problems, and working in a fast-paced, team-oriented environment.
Responsibilities
- Build and maintain strong relationships with clients by providing responsive and professional customer service.
- Support sales agents by collecting client information, assembling necessary documentation, and submitting data to insurance carriers for new business and renewal quotations.
- Assist clients with employee benefits inquiries, including health, dental, vision, life, disability, and voluntary benefit programs.
- Support new business, renewals, and account maintenance by preparing paperwork, processing changes, and coordinating with insurance carriers.
- Respond to client requests and questions in a timely manner.
- Maintain accurate client records and documentation within agency management systems.
- Communicate benefit plan information and enrollment materials to clients as needed.
- Stay informed regarding carrier updates, industry trends, regulations, products, and technology to enhance knowledge and performance.
- Participate in ongoing training and professional development opportunities.
Qualifications
- Excellent customer service skills.
- Strong organizational and analytical abilities.
- Strong written and verbal communication skills.
- Detail-oriented with the ability to manage multiple priorities and deadlines.
- Proficiency in Microsoft Excel or Power BI.
- Insurance industry or employee benefits or PBM experience preferred but not required.
This position is based in our Vincennes, Indiana office.
