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Client Service Representative, Employee Benefits
4 months ago
Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Position Overview
Our Client Service Representative provides general account support and customer service to an impressive roster of multinational clients. In this role you will navigate PGB’s Benefit Administration Tool to assist customers with their benefits enrollment needs. This is a tremendous opportunity to join a dynamic team in a growing organization, working with diverse, global organizations.
Essential Duties and Responsibilities
- Support the account management team in resolving day-to-day customer inquiries and escalate issues related to eligibility and member claims
- Develop and leverage knowledge of customer needs and issues to deliver world class service to our clients
- Maintain accurate customer files and records for general reference and office use
- Assist the account management team in managing the end-to-end process for customer interactions as well as carrier relationships for day-to-day customer issue resolution
- Keep management informed of customer or carrier issues
- Participate in weekly client meetings
- Support the annual Open Enrollment process
Qualifications
- Bachelor’s Degree preferred
- 1 year of experience in health insurance or employee benefits industry
- Excellent communication and customer service skills as well as sales negotiation skills.
- Life & Health License (preferred)
- Must be proficient with MS Office: Word, Excel, and PowerPoint
- Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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