What are the responsibilities and job description for the Employee Benefits Customer Service Representative position at Burkhart Insurance?
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.