Employee Benefits CSR

Employee Benefits CSR

Growing independent insurance agency seeks Employee Benefits CSR with a minimum of 1 years’ experience. This position is responsible for servicing and maintaining all existing/renewal group benefit plan clients. 

We’re looking for a highly professional customer service attitude and a strong desire to develop and maintain healthy client relationships. Strong organizational skills and attention to detail are a must.

Job Responsibilities

• Ensures all aspects of quoting, proposal preparation and enrollment process are completed timely and accurately. 

• Able to develop and maintain a great working relationship with clients and insurance companies while servicing all aspects of the accounts during the year. 

• Presents the renewal proposal to the client; coordinates all aspects of open and ongoing enrollment including paperwork, online enrollment portal, and conducting open enrollment meetings for clients’ employees as needed (may include public speaking). 

• Provides ongoing customer service to employer, employees and covered dependents’, including assistance with enrollment, coverages, claims, and any other issues that may arise.

Job Requirements

• Minimum of 1 year Employee Benefits (group health) experience

• Extensive knowledge of group medical, dental, vision, disability, life plans benefit plans; familiarity with current employee benefits laws, both state and federal

• Proficiency in MS Office, including but not limited to: Word, Excel, Outlook

• An active Health and Life license

• Strong communication, writing, organization, and presentation skills

• Ability/desire to learn, and initiative to advance

• Professional appearance

• Strong customer service skills and experience

• Ability to work both independently (a self-starter) and within a collaborative team environment

Job Benefits:

• Competitive Pay

• Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.