- Provides customer service support to all Employee Benefits clients.
- Effectively works with Sales Executive to communicate due dates, timelines and proposals.
- Works with carrier markets as well as general agencies to obtain rates for all lines of coverage including medical, dental, vision, life and disability.
- Assists clients with benefit eligibility management with a variety of insurance carriers.
- Maintain records and updates client portal.
- Prepares Employee Benefit communication and client facing meeting materials for Employee Benefits Manager and Employee Benefits Account Manager
- 3-5 years of employee benefits customer service experience preferred.
- Life & Health license required, or must be obtained within first 30 days of employment.
- Sound organizational skills and ability to multi-task.
- Strong oral and written communication/presentation skills
- Ability to work independently and as part of a team.
- Driver's license and reliable transportation required.
- Strong Excel proficiency required.
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