• Job Listings

  • Employee Benefits Customer Service Representative

    Posted: 07/21/2022

    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.


    •  Process enrollments and terminations via carrier websites and Employee Navigator 
    •  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 
    •  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 


    •  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 
    This position would be located in our Poughkeepsie, NY office location.