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