Customer Service Representative department

Customer Service Representative needed for Employee Benefits department of an Insurance Agency in Schaumburg, IL, Hybrid-Remote!
Must be Bilingual in Spanish!
Must have strong customer service skills and be tech savvy! (Will train employee benefits)

HOURS: Monday – Friday, 8:30 am - 5:00 pm or 9:00 am - 5:30 pm

DURATION: Direct Hire

WORKSITE: Hybrid schedule offered. Must reside in or near Schaumburg, IL area! Currently, this role requires the CSR to report to the office two times a month. This could change at any time, for example, and could require the CSR to report to the office once a week.

PAY: $25.00 - $30.00 per hour, depending on experience.

• 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
• Employer annual contribution to HSA: $1000 single/$2000 family (pro‑rated)
• Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
• Dental:
  Principal POS plan with $2000 max coverage
• Life/AD&D:
  Flat $20,000 coverage
• Voluntary Life:
  Up to $300,000 coverage
• Vision coverage LTD: 60% up to $6000 monthly benefit
• Voluntary benefits available with AFLAC:
  Cancer, Accident, Critical illness, Hospital, and more
• 401k with employer matching (eligibility after 1 year of employment)

• The CSR will be responsible for handling all the inside service work associated with the client's program, including all customer service activity such as, but not limited to: routine coverage questions, claim issue solving, eligibility, preparation of formal proposals, creating employee benefit guides.
• Acts as a liaison with insurance carriers, providers, and employees to resolve claims (including assistance in the appeals process), billing, eligibility, and any other coverage issues.
• Assist with commission tracking and invoicing.
• Preparation of employee benefit booklets and open enrollment materials as needed under the direction of the Account Manager.
• Communicates with Account Management Team, employees, and insurance carriers to resolve benefit issues.
• Processes client eligibility requests including enrollments, terminations, and changes using various online portals or benefits administration systems.
• Under the direction of the Account Manager, assist with census preparation for marketing or implementation purposes.
• Answers employee benefits and insurance coverage questions.
• Data entry for client files.
• Assist in conducting client open enrollment meetings as requested.
• Performs miscellaneous duties and projects as assigned.

• Must obtain a Life & Health license within 3 months of hire.
• Must want growth! This is a career‑track position with rapid advancement potential for motivated and capable individuals.
• Participate in seminars and educational classes for development of skills and knowledge.
• Provides high quality of work with professional demeanor and technical accuracy.
• High school diploma or general education degree (GED) and minimum two‑years related experience and/or training preferred.
• Proficient with MS Office Suite; very computer literate and able to learn new software programs quickly.
• Strong mathematical and analytical skills.
• Excellent verbal and written communication skills in English and Spanish.
• Exceptional customer service skills.
• Ability to exercise independent judgment.
• Ability to work independently and make accurate decisions and demonstrate good judgement.
• Maintain positive working relationships and clear communication with co‑workers, vendors, and insurance carriers.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.