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Job Title: Customer Service Representative – Employee Benefits
Job Overview: The Customer Service Representative (CSR) plays a crucial role in our dynamic team, providing essential administrative support under the guidance of an Account Manager in the employee benefits insurance sector. As a CSR, you will be responsible for managing administrative tasks related to ID cards, census data, carrier relations, and claims support. This position is ideal for detail-oriented individuals with strong organizational skills and a commitment to delivering exceptional service.
Principal Duties and Responsibilities:
- ID Card Management:
- Generate and manage employee ID cards, ensuring accuracy and timely distribution.
- Collaborate with carriers to address ID card-related inquiries and discrepancies.
- Census Data Administration:
- Assist in the collection, organization, and maintenance of client census data.
- Work closely with Account Managers to ensure accuracy and completeness in census data reporting.
- Carrier Relations Support:
- Facilitate communication between clients and insurance carriers.
- Assist in resolving administrative issues, inquiries, and coordination with carriers.
- Claims Support:
- Provide administrative support in the claims process, ensuring accurate and efficient handling of claims-related documentation.
- Collaborate with carriers to address inquiries and facilitate timely claims resolution.
- Client Interaction:
- Serve as a responsive point of contact for clients on administrative matters.
- Coordinate with Account Managers to address client needs and concerns.
- Documentation and Record Keeping:
- Maintain organized and accurate records of ID cards, census data, carrier communications, and claims-related documentation.
- Team Collaboration:
- Work collaboratively with Account Managers and other team members to ensure a cohesive and streamlined workflow.
- Assist in team initiatives and projects as needed.
Qualifications:
- Proven administrative experience, preferably in the employee benefits insurance industry.
- Strong organizational and multitasking skills.
- Detail-oriented with a focus on accuracy in administrative tasks.
- Excellent communication and interpersonal skills.
- Proficiency in MS Excel, Word, and Outlook.
- Ability to work collaboratively in a team-oriented environment.
Education and Experience: High school diploma or equivalent. Previous experience in a customer service or administrative role is desirable.
Licensing: Possession of a current TX Life, Health & Accident license is required.
Submit Your Application
If you are looking to join our team, we are interested in hearing from you.
