Customer Service Agent - Benefits (Insurance Industry)

We are The Mahoney Group, we broker insurance, and we are growing by the day. Our mission is to deliver dynamic solutions that protect and empower people. We are diligent in our pursuit to see every team member reach their personal and professional goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: People, Enthusiasm, Ownership, Performance, Loyalty and Empathy. We are an employee-owned PEOPLE first organization. Join our Team Today!
BENEFITS

• Group Benefits (Some at No Cost to You)
• Medical | Dental | Vision | Basic Life | STD | LTD | LTC
• HSA & FSA
• 401(k) Retirement Plan with Company Match
• Employee Stock Ownership Plan
• Paid Time Off

POSITION SUMMARY
The Customer Service Agent (CSA) Self-Funded, assists the Employee Benefits team in handling the daily service requests for clients, policy administration and information gathering for new and renewal insurance business.

• Must be Licensed (Life and Health Insurance License)

OBJECTIVES

• Team Support
• Provides administrative support Account Managers and/or Advisors
• Responds to customer inquiries promptly and provide assistance with coverage questions, obtaining ID cards, elevated claims resolution.
• Submission and follow-up on Broker of Record letters
• Open Enrollment Support (prepare/draft employee guide, Brainshark)
• Marketing Support
• Assists Account Manager in gathering information on exposures and operations to support the marketing and quotation process.
• Submit RFPs, respond to carrier inquiries, collect proposals
• Assists Account Manager with proposal preparation (Benefit Designer, Spreadsheets)
• Agency Management System
• Maintain/update Client Account, renew policies, create invoices when appropriate
• Ensures that activities and follow-ups are set and maintained within agency management system.
• Attends and participates in internal meetings and complete required training
• Performs other related duties as assigned by management

COMPETENCIES

• Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures
• Strong verbal and written communication skills
• Excellent organizational skills and the ability to multitask
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization
• Strong customer service skills
• Effective time management skills
• Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS

EDUCATION & EXPERIENCE

• High school diploma or equivalent
• 1-2 years of employee benefits service experience
• State-specific Life and Health insurance license

This position is in-office for approximately the first 90 days and then may transition to a hybrid work arrangement (1-2 days working from home). Must be licensed as stated above. Come grow with us! Send your resume for immediate consideration!