Job Description

Employee Benefits CSR

Growing independent insurance agency seeks Employee Benefits Account Manager/CSR with a minimum of 1 years’ experience. This position is responsible for servicing and maintaining all existing/renewal group benefit plan clients.

We’re looking for a highly professional customer service attitude and a strong desire to develop and maintain healthy client relationships. Strong organizational skills and attention to detail are a must.

Job Requirements

• Minimum of 1 year Employee Benefits (group health) experience
• Extensive knowledge of group medical, dental, vision, disability, life plans benefit plans; familiarity with current employee benefits laws, both state and federal
• Proficiency in MS Office, including but not limited to: Word, Excel, Outlook
• An active Health and Life license
• Strong communication, writing, organization, and presentation skills
• Ability/desire to learn, and initiative to advance
• Professional appearance
• Strong customer service skills and experience
• Ability to work both independently (a self-starter) and within a collaborative team environment

Job Benefits:

• Competitive Pay
• Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.

Job Responsibilities

• Ensures all aspects of quoting, proposal preparation and enrollment process are completed timely and accurately.
• Able to develop and maintain a great working relationship with clients and insurance companies while servicing all aspects of the accounts during the year.
• Presents the renewal proposal to the client; coordinates all aspects of open and ongoing enrollment including paperwork, online enrollment portal, and conducting open enrollment meetings for clients’ employees as needed (may include public speaking).
• Provides ongoing customer service to employer, employees and covered dependents’, including assistance with enrollment, coverages, claims, and any other issues that may arise.

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