Concierge Support Representative

Why You’ll Love This Opportunity!

Build a fulfilling career at an organization that places the growth and development of its team members at the forefront of its priorities.

This is a FT work-from-home position.

This is an entry level position with opportunity for growth.

Client-Centric Framework

Client Support at Vita starts with the end in mind. Would our clients enthusiastically recommend us to a friend or colleague? And, more importantly, what do we need to do on a day-to-day basis so that every customer interaction leads to that enthusiastic referral? At Vita, we see every interaction as an opportunity to do the following:

• Ensure an experience that enriches the lives we touch and creates relationships worthy of loyalty
• Engage clients to provide an excellent level of knowledge-based service that exceeds expectations

Role

In this role, you will respond to standard and more nuanced customer inquiries regarding various products and services the company offers (Employee Benefits, COBRA, and Pre-Tax Benefits). Concierge Support Representatives are dedicated advocates on behalf of our customers' needs.

• Intake and resolve customer questions/concerns via phone and email
• Identify customer issues, diagnose problems, and provide clear and effective solutions
• Document all client interactions/transactions in our Customer Relationship Management (CRM) tool
• Correspond with insurance carriers, Third Party Administrators (TPA), and vendors
• Interface with client facing team-members at Vita
• Maintain a deep understanding of Vita’s products and services to provide accurate information to customers

Important: In this role, a significant amount of your time will be spent on the phone.

Requirements

• Able to stick to a static/fixed work schedule (e.g. 8:00 AM – 5:00 PM)
• Able to work over-time (OT) as necessary
• Strong business communication skills (written, verbal and video calls)
• Able to work proactively and independently
• Able to apply learnings
• HS diploma or higher
• Minimum typing speed of 50 WPM
• 1+ year of customer service experience is a plus, but not required
• Proficiency in Microsoft Office 365 apps (Word, Excel, Outlook, Teams, and Dynamics CRM) a plus, but not required
• Proficiency in Wex Health Cloud a plus, but not required
• Working knowledge of employee benefits is a plus, but not required

What makes you stand out

• Have a proven track record of providing exceptional customer service
• Possess a solid foundation in pre-tax benefits and COBRA regulations

We encourage everyone to apply who feels they can excel in this role, regardless of whether all requirements are met. At Vita, we recognize that excellence can come from many backgrounds and experience levels.

Vita

The Vita Companies is an employee benefits brokerage and consulting firm. Our corporate headquarters are in the heart of Silicon Valley in Mountain View, CA.

Vita's mission is to provide a level of knowledge and service unsurpassed in the employee benefits industry.

Vita’s success is built on four core values that define how we behave:

• Knowledge - Unparalleled commitment to knowledge that enriches the lives we touch is the foundation
• Service - A level of service that consistently makes life easier & better
• Excellence - A passion for measured excellence drives everything we do
• Relationships - Developing meaningful relationships worthy of loyalty

Our values permeate through every aspect of Vita life, whether internal, with insurance carriers, or with our clientele.

We aspire to have Vita be a really great place to work. In addition to an excellent benefits package, it is complete with a robust wellness program with incentives, and many other perks!

Rewards

Starting salary dependent on experience and education. An excellent benefits package including medical, dental, vision, long-term disability, life insurance, 401(k) plan and a comprehensive wellness program (with incentives) is offered.

VITA IS AN EQUAL OPPORTUNITY EMPLOYER

Job Type: Full-time

Pay: $25.00 - $40.00 per hour

Expected hours: No less than 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Experience level:

• 1 year

Weekly day range:

• Monday to Friday

Work setting:

• Remote

Work Location: Remote