Employee Benefits Customer Service Associate Share LinkedIn Twitter Facebook Google Email

Gregory & Appel Insurance; Indiana, Indianapolis (PA, IN); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a dynamic team as a Customer Service Associate, where you'll play a vital role in supporting clients and team members in the insurance industry. This position offers the chance to develop your skills in customer service, organization, and communication while working in a supportive environment. You'll assist with bid preparations, manage client files, and ensure accurate documentation, all while gaining valuable experience in the insurance market. If you're eager to learn and thrive in a collaborative setting, this opportunity is perfect for you!

Qualifications

• No experience required, but a high school diploma is essential.
• Indiana Life and Health insurance brokers' license is required.

Responsibilities

• Assist in gathering information for bid specifications and RFP submissions.
• Provide day-to-day customer service via phone and email.

Skills

Organizational Skills

Verbal Communication

Written Communication

Customer Service

Microsoft Office

Education

High School Diploma or equivalent

Indiana Life and Health insurance brokers' license

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Job Description

The Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing.

Responsibilities

The CSA handles service issues for small to medium sized clients with minimal assistance and aids the Producer/AM/SAM/AE on larger accounts. The CSA meets the agency standards and is expected to maintain a positive attitude, express enthusiasm, be flexible and can work under pressure during peak times.

• Assist team in gathering information necessary for preparation of bid specifications.


• Assist team with submission of RFP to the market and with follow-up for requested quotes.


• Review all quotes received for accuracy and prepare initial draft of comparative analysis for review by the AM/SAM/AE prior to delivery.


• Review small group applications for accuracy and completeness and forward to carriers with appropriate documentation.


• Monitor all submissions for quotes, proposals, and applications until all material for customer are received.


• Initial proofreading of contracts, policies, and booklets for accuracy with an attention to detail.


• Escalate client service issues to AM/SAM.


• Maintain basic current knowledge of the marketplace.


• Provide day-to-day customer service by phone, in-office, emails, etc.


• Provide clerical duties associated with client servicing, including but not limited to, updating info in our agency management system, client issues in the CRM, printing proposals, labels and assembling proposals.


• Set up and maintain customer files according to agency standards.


• Respond to client requests per agency guidelines.


• Handle open follow-ups/activities with daily review and follow up within three business days of the follow-up date.


• Serve as liaison between the customer and the carrier by assisting with resolving and/or escalating any enrollment, claim issues and billing inquiries.


• Other duties as may be assigned.

Experience and Skills

• No experience required


• High School Diploma or equivalent


• Indiana Life and Health insurance brokers' license required; may be obtained upon hire

Additional Information

• Basic knowledge of insurance products, usage and markets preferred


• Good organizational, verbal and written communication skills


• Fully understands computer programs and utilizes programs per agency standards


• Proficient in Microsoft Office products such as Word, Excel and Power Point


• Able to communicate orally and in writing with others to explain issues, receive and interpret information and respond appropriately


• Meets or exceeds department standards regarding job knowledge, quality, efficiency, initiative, cooperation, customer service and overall performance


• Able to work with minimal supervision and function as part of a team or committee


• General knowledge of and ability to operate office equipment and software programs