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Form of workJob Description
National Life and Health Insurance Brokerage seeking tech savy energetic Bilingual College Grads to support our clients and their employees. . Must have great communication skills and be able to communicate both in our call center and through email.
JOB SUMMARY: The Client Service Representative is responsible for providing effective customer support for all internal and external clients by using excellent, in-depth knowledge of company products as well as communicating effectively with team members from various departments. The target is to ensure excellent client support standards and maintain high customer satisfaction.
JOB DUTIES:
· Assist Benefit Account managers with Benefit Administration functions including:
o Insurance Products - Add’s, Terms and Changes
o Research Client and Employee Benefit Questions
o EOB’s, Life Events, Plan Information, Exclusions, Provider Research, Deduction Research/Costs
· Work closely with the Director of Benefits to assist with projects including but not limited to new business and renewal quoting, enrollments, introducing Medicare solutions, reconciliations, and assist CSR’s with ongoing benefit administration training and development.
· Record and Manage all client calls (cases) in Sales Force
o Open cases – CSR responsible for communicating to clients/employees, updating status of case and closing out case once resolved.
§ If internal assignment is given, CSR is still responsible for having Triton internal Rep obtain the info and respond back so CSR can communicate to client/employee, update the case and look to close case out
· Respond to inquiries regarding insurance products
· Answer technical and non-technical questions
· Identify and asses client’s needs to achieve satisfaction
· Direct requests and unresolved issues to designated department
· Build sustainable relationships of trust through open and interactive communication
· Handle complaints, provide appropriate solutions and alternatives within the time limits
· Follow up to ensure resolutions have been met
· Be knowledgeable within the HR/Benefits/Payroll Industry
· Answer new business calls and direct accordingly to the Director of Sales
