Customer Experience Specialist

Euclid Managers has an exciting career opportunity for a Customer Experience Specialist in our Itasca office. The Customer Experience Specialist will work with existing team to support new and existing business. Tasks to include new business processing enrollment, check processing, and billing functions.

Euclid Managers, an Accretive company, has been serving the employee benefits brokerage community since 1976. We work with over 2,000 independent brokers and agents. Our group benefits division proudly represents UnitedHealthcare, MetLife and Delta Dental of IL. Our team assists our brokers in finding the right product and most competitive rates for their group clients. Our mission is to deliver to our brokers the best tools, superior customer service and an excellent carrier portfolio in the marketplace. For more information about us, please visit https://www.euclidmanagers.com/.

• Process new business submissions in accordance with established procedures.
• Process client Enrollment import files.
• Enroll and terminate members into EMConnect and Carrier systems, verifying information in accordance with established procedures to ensure accurate billing.
• Prepare and audit enrollment worksheets to ensure accurate membership.
• Maintain and service existing clients (brokers, groups and members) by providing guidance on issues that arise. I.e., new case submissions, eligibility issues, invoices inquiries, procedures, benefits, claims, renewals, etc.
• Assist with monthly close processes.
• Assist marketing representatives with their requests for assistance.
• Assist billing department with bill generation and electronic and paper mailing to clients.
• Coordinate new group admin kits, enrollment kits and broker kits.
• Perform other duties and projects as assigned by management.

• Minimum of 1 year of office based work experience required.
• High School diploma or equivalent required.
• 1 year of insurance industry experience preferred.
• Must be proficient with MS Office products (Word, Excel, and Outlook).
• Ability to work well and effectively communicate in a team environment.
• Excellent phone personality and ability to deal with people.
• Ability to work well with details.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people: 

• Competitive base salary. 
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options. 
• Company match 401(k) plan – 50% up to 6%! 
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers. 
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists. 
• Pet benefits & discounts. 
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!