We’re not just an HR provider. As a Professional Employer Organization (PEO), we help
businesses streamline operations by handling payroll and tax filings, workers’
comp, employee benefits, and accounting, all in one place. One partner. Total back-office
support.
We’re hiring anInsurance CSRwho thrives on accuracy, follow-through, and friendly
professionalism. Prior P&C or benefits experience required. We’re looking
for someone who communicates well, takes ownership, and can support clients confidently
through high-stakes situations like claims and coverage issues.
What you’ll do
- Serve as a key support contact for P&C and health benefits insurance needs for our clients and their employees
- Help employees and clients navigate claims (workers’ comp and/or other P&C claims, and health-related claims support as applicable): gather details, route to the right carrier/partner, track status, and keep people updated
- Confirm employees are properly assigned/enrolled where they need to be (plans, eligibility groups, worksites/class codes as applicable) and troubleshoot
- Assist with new hire enrollments, terminations, qualifying life events (QLEs), and plan changes; ensure changes are reflected accurately and on time
- Support open enrollment: answer questions, help with forms/process, and coordinate with carriers/benefit platforms
- Request, review, and organize insurance documentation (COIs, policy info, plan
- Communicate with carriers, brokers, and internal teams to resolve issues - then
- Document outcomes so nothing gets lost
- Maintain clean, accurate records in internal systems (notes, changes, attachments, timelines)
- Spot patterns (repeated errors, common questions, process gaps) and bring improvement ideas to the team
Who we’re looking for
- You’re the kind of person who double-checks details because you care if it’s correct
- You’re calm, kind, and steady - especially when someone is stressed about a claim or coverage issue
- You’re organized and timely, and you know how to juggle multiple requests at once
- You communicate clearly (and can translate “insurance-speak” into normal human language)
- You’re comfortable working with sensitive information and treat confidentiality seriously
- You take ownership: when something’s unclear, you ask questions, find the answer, and close the loop
- You’re willing to learn - insurance has a learning curve, and we’ll support you through it
What you have
- 1+ years in P&C or Health Insurance
- Experience in workers’ comp or health/employee benefits is a plus
- Strong written and verbal communication skills
- High attention to detail and comfort working in systems (portals, spreadsheets,
- Ability to prioritize in a fast-paced environment while staying accurate
- Experience with claims intake/follow-up, COIs, enrollments/QLEs, or carrier portals is a plus
Why you’ll like it here
- Health Benefits (including Vision and Dental)
- A team that’s fun to work with—and serious about doing excellent work