The Jonus Group
Our client is seeking a dedicated, and proactive
Employee Benefits Customer Service Agent
to join their team.
Benefits
Competitive salary: $45-60K Comprehensive benefits package Professional development opportunities and training. Supportive and inclusive work environment. Qualifications:
Active L&H License Minimum 3 years' insurance brokerage or equivalent experience. Extensive knowledge of all lines of Group Benefits, including sophisticated and less common coverages. Thorough knowledge of brokerage operations including claims handling, procedures, companies rating, agency management system, and applicable insurance laws/codes. Experience and expertise in operating in electronic environment; excellent automation skills, including MS office, Outlook, Word, Excel, document management software, carrier proprietary systems, etc. Excellent time management, organizational and verbal and written communication skills. Responsibilities:
Maintain expiration list and assure all policies are renewed or rewritten. Maintain customer information in customer group folder. Prepare proposals, complete rate comparisons, and complete census spreadsheets. Prepare quarterly and semi-annual claim reviews for self-funded clients. Order renewal policies and check in when received per agency procedure. Contact customers to obtain necessary information to quote renewals. Coordinate renewal process with current carriers. Receive phone calls, faxes or e-mails from customers for policy endorsements and process per agency procedures. Input new customer information, maintain and update current customers in EPIC. Update Epic with activities. Receive via phone, fax, or e-mail claim information from the insured and/or client, and work with dedicated claim specialists for resolution. Follow up with the customer/insurance companies on direct bill issues. Consult with Account Executive on prioritizing workflow. Participate in training meetings, seminars to improve your skills and to meet licensing continuing educations requirements. Stay up to date with federal, state, and local regulations impacting employee benefits, including ACA, ERISA, HIPAA, and other relevant laws. Perform other duties as assigned to assist the producer with current customers and new business.
#LI-BO1
Employee Benefits Customer Service Agent
to join their team.
Benefits
Competitive salary: $45-60K Comprehensive benefits package Professional development opportunities and training. Supportive and inclusive work environment. Qualifications:
Active L&H License Minimum 3 years' insurance brokerage or equivalent experience. Extensive knowledge of all lines of Group Benefits, including sophisticated and less common coverages. Thorough knowledge of brokerage operations including claims handling, procedures, companies rating, agency management system, and applicable insurance laws/codes. Experience and expertise in operating in electronic environment; excellent automation skills, including MS office, Outlook, Word, Excel, document management software, carrier proprietary systems, etc. Excellent time management, organizational and verbal and written communication skills. Responsibilities:
Maintain expiration list and assure all policies are renewed or rewritten. Maintain customer information in customer group folder. Prepare proposals, complete rate comparisons, and complete census spreadsheets. Prepare quarterly and semi-annual claim reviews for self-funded clients. Order renewal policies and check in when received per agency procedure. Contact customers to obtain necessary information to quote renewals. Coordinate renewal process with current carriers. Receive phone calls, faxes or e-mails from customers for policy endorsements and process per agency procedures. Input new customer information, maintain and update current customers in EPIC. Update Epic with activities. Receive via phone, fax, or e-mail claim information from the insured and/or client, and work with dedicated claim specialists for resolution. Follow up with the customer/insurance companies on direct bill issues. Consult with Account Executive on prioritizing workflow. Participate in training meetings, seminars to improve your skills and to meet licensing continuing educations requirements. Stay up to date with federal, state, and local regulations impacting employee benefits, including ACA, ERISA, HIPAA, and other relevant laws. Perform other duties as assigned to assist the producer with current customers and new business.
#LI-BO1