Insurance Customer Service Representative; P&C and Health Benefits Support

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 an Insurance CSR who thrives on accuracy, follow‑through, and friendly professionalism. Prior P&C or benefits experience is great, but not 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.

• 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

• 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

• 2+ years in a customer service or admin role (insurance, benefits, HR, or payroll experience is a plus)
• Experience in P&C insurance, 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

• Health Benefits (including Vision and Dental)
• A team that’s fun to work with—and serious about doing excellent work