Employee Benefits Customer Service Representative

Responsibilities

• Build and maintain strong relationships with clients by providing responsive and professional customer service.
• Support sales agents by collecting client information, assembling necessary documentation, and submitting data to insurance carriers for new business and renewal quotations.
• Assist clients with employee benefits inquiries, including health, dental, vision, life, disability, and voluntary benefit programs.
• Support new business, renewals, and account maintenance by preparing paperwork, processing changes, and coordinating with insurance carriers.
• Respond to client requests and questions in a timely manner.
• Maintain accurate client records and documentation within agency management systems.
• Communicate benefit plan information and enrollment materials to clients as needed.
• Stay informed regarding carrier updates, industry trends, regulations, products, and technology to enhance knowledge and performance.
• Participate in ongoing training and professional development opportunities.

• Excellent customer service skills.
• Strong organizational and analytical abilities.
• Strong written and verbal communication skills.
• Detail-oriented with the ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Excel or Power BI.
• Insurance industry or employee benefits or PBM experience preferred but not required.

This position is based in our Vincennes, Indiana office.