Customer Service Advisor

We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptional communication, listening, and problem-solving skills. If you love interacting with people and you’re interested in new opportunities, career growth, and a positive, fast-paced work environment, we want to hear from you!

• Manage the implementation of new benefits or changes to benefits for clients. Interface with insurance carriers, process required paperwork and documentation, and perform quality checks to confirm that requests are completed appropriately
• Prepare educational material for open enrollment or educational meetings
• Provide thorough follow-ups to customer interactions, ensuring customer satisfaction
• Ensure customer account information is up-to-date
• Answer incoming calls on product and service questions, customer complaints, and general customer inquiries
• Interact with the sales lead to maintain and improve service and product knowledge
• Find patterns in customer complaints and bring them to the team for improvement

• Proven success working in a fast-paced environment, with the ability to handle multiple projects and responsibilities
• Ability to provide raving fan service to existing accounts and prospective clients
• High level of attention to detail; able to follow processes, utilize systems, and meet/exceed deadlines
• Strong writing and computer skills are a must; experience in Outlook and Excel is required
• Employee benefits experience preferred, but not required
• Marketing and sales experience are a plus
• College education preferred, but not required

$37,185 - $45,000 yearly

We are a respected employee benefits consulting firm with over 55 years of experience. Our proven track record of providing comprehensive solutions to small-to-medium-sized business owners is a hallmark of our success. With a strong infrastructure, back-office support, and industry expertise, we help clients meet their goals of attracting and retaining key talent.

• Advanced Technology: State-of-the-art tools and systems assist our benefit consultants in streamlining their clients' benefit processes and employee education to maximize their benefit costs.
• Broad Product Offerings: As a non-proprietary firm, we offer a diverse portfolio of healthcare, group life, disability, dental, and vision insurance plans from traditional carriers in the marketplace. This ensures our ability to meet clients' needs.