POSITION SUMMARY
The Customer Service Representative will support business relationships with an assigned group of 
clients by providing customer service and follow up. This individual will work closely with Account 
Managers, Account Executives, GA’s, and Producers.

JOB RESPONSIBILITIES & RESPONSIBILITIES

•  Process enrollments and terminations via carrier websites and Employee Navigator 
software
•  Build out plan information and enrollments into Employee Navigator as instructed
•  As requested by the Account Manager, review policies, benefit summaries, SPD’s, forms and rates 
and invoices for accuracy
•  Utilize Agency Management System as required by company policy
•  Assists Account Manager by contacting carriers to submit and research employee claim 
issues
•  Assist the Account Manager and Account Executive in developing renewal proposals, including 
creating comparative spreadsheets
•  All other duties as assigned
•  Provide a daily summary of work completed and pending items
•  Assist Account Team with billing audits reviews
•  Assist Account Team with Open Enrollment process such as set up WebEx meetings, memos and 
communications

REQUIRED SKILLS/QUALIFICATIONS

•  Proficient in Excel, Word and PowerPoint. Working knowledge of Excel formulas preferred
•  Excellent organizational and time management skills
•  Ability to write and verbally communicate in a professional and clear manner
•  Experience with online enrollment systems a plus
•  Knowledge of Employee Benefit Plans a plus
•  Bachelor’s Degree or equivalent work experience
•  Life & Health License or ability to obtain Life & Health license within 90 days of hire 
date
This position would be located in our Poughkeepsie, NY office location.