Employee Benefits Customer Service Representative

We're seeking a dedicated and energetic individual to join our multi-state Employee Benefits teams. In this role, you'll directly impact client satisfaction by providing exceptional day-to-day service and support

Essential Functions, Duties, and Responsibilities

• Work as a team with Broker, Account Executive and Senior Account Manager. 
• Review and process employee benefit elections, changes, and terminations received through various channels (online portals, paper forms, etc.). 
• Verify employee eligibility for benefits and assist with enrollment procedures. 
• Troubleshoot eligibility issues and escalate complex cases to the Account Manager or Broker. 
• Collaborate with internal teams (e.g., Account Manager, Broker) to resolve client issues effectively. 
• Develop and understand various benefit administration platforms (e.g., Employee Navigator, Ease) and HR systems. 
• Utilize Excel and other tools to manage and analyze data. 
• Ensure compliance with all applicable federal and state regulations related to employee benefits and data privacy (e.g., ACA, HIPAA). 
• Maintain accurate and organized electronic records in the CRM system for client and employee data management. 
• Perform other administrative tasks as assigned. 
• Cultivate a positive and professional image of the company. 

REQUIRED KNOWLEDGE, SKILLS & ABILITIES

• Exceptional verbal and written communication skills. Must be able to convey information clearly and concisely.
• Proficient knowledge of Microsoft Office Suite (Word, Excel, Outlook) and the willingness to learn and use all computer programs as required. 
• Knowledge and understanding of employee benefits and related regulations is a plus. 
• Excellent interpersonal skills with ability to work both independently and as a team. 
• Possess strong problem-solving and analytical skills.
• Possess strong attention to detail and must be able to remain organized. 
• Experience with Employee Navigator, Ease, or other benefits administration platforms is a plus. 

EDUCATION & EXPERIENCE

• High school diploma or GED is required; Associate’s or Bachelor’s degree from an accredited college or university is preferred.
• 1 -2 years of experience in a customer service or administrative role, preferably in the insurance or employee benefits industry. 

SCHEDULE

• This is a full-time position, and hours of operation for the office are typically Monday through Friday, 8:30a.m. to 5:30p.m.  Occasional overtime may be required. 

TRAVEL REQUIREMENTS

• Occasional travel may be required