What are the responsibilities and job description for the Customer Service Representative position at Employee Benefit Design?
Overview
Employee Benefit Design is seeking a detail-oriented and service-focused Service & Enrollment Team Coordinator to support our clients and internal team. This role is an excellent entry point into the employee benefits industry and is ideal for someone who enjoys helping others, learning new systems, and building a long-term career in insurance and benefits.
The Client Service specialist will assist with employee benefit enrollments, client questions, claims support, bill audits, and administrative tasks.
Duties
- Perform data entry for employee benefit enrollments and changes
- Assist clients with claims issues, benefit questions, and general education
- Review and audit insurance bills for accuracy
- Support open enrollment processes
- Communicate with carriers, clients, and internal team members
- Maintain accurate records and documentation in internal systems
- Complete general administrative and service-related tasks as needed
Qualifications
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Ability to handle sensitive information with professionalism and confidentiality
- Comfortable learning new systems and processes
- Customer-service oriented with a helpful, positive attitude
- Willingness to obtain an insurance license within 90 days of hire (company-paid training and materials provided)
Compensation & Benefits
- Competitive salary based on experience
- Employer-paid health, dental, life, and disability insurance
- Vision and voluntary benefit options
- 401(k) with employer matching
- HSA and FSA options
- Paid time off and paid holidays
- Paid licensing, training, and professional development
- Growth opportunities within the employee benefits industry
Job Type: Full-time
Pay: $40,000.00 - $48,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $40,000 - $48,000