What are the responsibilities and job description for the Benefits Customer Service Representative/Account Manager position at Leavitt Group?
Leavitt Group of Colorado is looking for a Benefits Customer Service Representative/Account Manager for their office in Alamosa, CO.
The Benefits CSR/Account Manager will provide account management and technical support for the Employee Benefits Producer. Processing and servicing all lines of employee benefits insurance in accordance with the objectives and procedures outlined by the Employee Benefits Department.
Essential Functions And Primary Duties
The Benefits CSR/Account Manager will provide account management and technical support for the Employee Benefits Producer. Processing and servicing all lines of employee benefits insurance in accordance with the objectives and procedures outlined by the Employee Benefits Department.
Essential Functions And Primary Duties
- Provide service delivery to an assigned block of clients
- Resolve moderately complex customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
- Assist client services management in conducting client meetings as needed
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Coordinate employee communications for enrollment
- Participate with new client set-up, renewals, and open enrollment meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Generate client interest in additional lines of coverage
- Additional responsibilities as assigned
- Life, Accident, and Health Insurance License Preferred
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
- Possess the ability to perform work in a dependable, consistent, and timely manner.
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
- A competitive salary from $38,000-$42,000 depending on experience
- Health Insurance
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
Salary : $38,000 - $42,000
