Customer Serv Representative II
Job Description
Job Description
Primary Responsibilities:
- Co-manages the service and sales support for assigned book of employee benefits business
- Helps with Marketing new business for both new and existing accounts
- Coordinates renewals with carriers for current accounts in a timely manner
- Reviews Policies for accuracy and completeness
- Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
- Provides prompt, accurate, and courteous service to customers, producers, and company personnel
- Improves insurance skills and knowledge by seeking out educational opportunities
Desired Skills:
- Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
- EPIC agency management system software experience preferred
- Experience working with multiple lines of employee benefits coverage
- Fosters a proactive relationship with customers and company representatives
- Needs to have knowledge of health insurance industry and different lines of coverage
- Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity
- Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
Education/Experience:
- Minimum of 2 years of employee benefits insurance experience, preferred
- Applicant to hold an active Life and Health license, required
- Bachelor’s degree in finance, business, marketing, risk management or human resources preferred
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