Employee Benefits CSR / Employee Benefits Technical CSR

Job Summary

Seeking two dedicated and detail-oriented professionals to join a growing team as Employee Benefits CSR (Client-Facing) and Employee Benefits Technical CSR (Non-Client Facing). These roles are integral to delivering exceptional service to the clients and supporting the producers. As part of a rapidly expanding agency, you will have the opportunity to grow your career in a collaborative and values-driven environment.

Compensation Package

• Salary Range: $52,000 - $62,000 annually ($25 - $30 per hour)
• Benefits: Comprehensive medical, dental, and vision insurance
• 401(k):

Responsibilities

• Serve as the primary point of contact for clients, addressing benefit inquiries and resolving requests efficiently.
• Manage client accounts, ensuring satisfaction and preparing renewal presentations.
• Stay informed about industry trends and lead educational sessions during Open Enrollment.
• Advise clients on benefit plan administration, compliance, and funding options.
• Collaborate with Third-Party Administrators and guide clients through the enrollment process.
• Provide ongoing support to maintain strong client relationships and ensure timely task completion.
• Meet with clients to address insurance needs and keep producers informed of account status.
• Utilize software tools such as Employee Navigator and EPIC to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses: Life & Health (L&H) license required.
• Experience: Experience with Employee Navigator preferred but not required. Open to candidates with varying levels of experience, including those eager to learn.
• Technical Skills: Tech-savvy individuals who are comfortable with learning new systems and tools.
• Soft Skills:
  • Eager to learn and grow within the role.
  • Strong problem-solving and organizational skills.
  • Collaborative team player with excellent communication abilities.
  • Positive attitude and willingness to adapt to a dynamic work environment.
  • Detail-oriented with a focus on delivering exceptional client service.

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