Employee Benefits Customer Service Agent

1 month ago

Fort Wayne, United States The DeHayes Group Full time

About Us

The DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group benefits, personal lines, senior benefits, wellness and financial services. The DeHayes Group represents more than 40 insurance carriers, insures over 1,300 business and 1,800 households and is responsible for the health insurance needs of more than 19,000 lives.

Our mission is exceeding expectations beyond insurance. The DeHayes Group proactively delivers the outstanding service and expertise that our clients have come to expect and appreciate for over 30 years. We do this by developing a deep relationship with our clients. This is what guides us to provide you with a tailored solution for your business and personal needs, whether it be property and casualty insurance, employee benefits, personal insurance or financial services.

Employee Benefits Customer Service Agent (CSA)

Primary Role:

Day-to-day maintenance and servicing of assigned Group Benefits accounts, including but not limited to: under the direction of assigned Account Executive, to provide Group and Individual Benefit Lines support in renewing, obtaining, expanding and servicing accounts. Will report to the Operations Manager.

Duties:

  • Maintain expiration lists and ensure all policies are renewed or rewritten.
  • Prepare for 120-day meetings with the Account Executive.
  • Maintain customer information in customer group folder on M Drive.
  • Prepare proposals, complete rate comparisons, and complete census spreadsheets.
  • Prepare quarterly and semi-annual claim reviews for self-funded clients.
  • Order renewal policies and check in when received per agency procedure.
  • Contact customers to obtain necessary information to quote renewals.
  • Coordinate renewal process with Keystone Insurance Group and any other current carriers.
  • Receive phone calls, faxes or e-mails from customers for policy endorsements and process per agency procedures.
  • Input new customer information, maintain and update current customers in Applied Epic.
  • Update Applied Epic with activities.
  • Receive via phone, fax, or e-mail claim information from the insured and/or client, and work with DeHayes dedicated claim specialists for resolution.
  • Follow up with the customer/insurance companies on direct bill issues.
  • Follow and adhere to all HIPPA Privacy Procedures.
  • Consult with Account Executive on prioritizing workflow.
  • Participate in training meetings, seminars to improve your skills and to meet licensing continuing educations requirements.
  • Perform other duties as assigned to assist the Producer with current customers and new business.

Qualifications:

  • Indiana Life & Health Insurance License required
  • Minimum of 3 years of insurance brokerage or equivalent experience
  • Extensive knowledge of all lines of Group Benefits, including sophisticated and less common coverages, especially those products represented through agency
  • Thorough knowledge of brokerage operations including claims handling, procedures, companies rating, agency management system, and applicable insurance laws/codes
  • Experience with Applied Epic, or related agency management system, Applied Benefits Designer and Employee Navigator
  • Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
  • Excellent time management, organizational and verbal and written communication skills
  • Keen attention to detail
  • Ability to multi-task
  • High degree of self-motivation and self-direction

Hours: Monday Friday, 8:00am to 4:30pm

Office Location: 11118 Coldwater Road, Fort Wayne, IN 46845

Benefits:

  • Competitive Compensation
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)
  • Paid time off
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

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