Connect Customer Service Specialist

2 days ago

Charlotte, United States AmWINS Group Full time
Join Amwins Group, Inc. where we never settle for status quo We are a group of unique individuals, committed to teamwork and collaboration, and we are looking for candidates to join our Client Services Team as a Connect Customer Service Specialist.
  • The Connect Customer Service Specialist delivers exceptional service and support to our Group Benefits division, carrier partners, and clients through a high level of professionalism, accuracy and timeliness. Our Connect Customer Service Specialists work closely with our internal teams and carriers in the retention of existing business.
  • Members of this team demonstrate excellent organization skills, strong process following skills, strong sales communication both verbal and written, strong customer service skills, a positive proactive attitude, attention to detail and a high level of accountability.
This position requires on the job training that will provide a collaborative and exciting team focused environment. Joining Amwins as a member of the Group Benefits Client Retention Team will offer the opportunity for advancement as the department grows swiftly beyond its initial stages. As part of continued learning and growth, this position also requires that the member attend all in-house carrier and corporate trainings.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position is accountable for providing exceptional service support to the Amwins Connect sales teams, brokers, and carrier partners through the retention of existing business.

The primary functions include are not limited to the following:
  • Managing all post sales activities: plan clarifications, claim issues, deductible carry over issues, access to care issues, including Level 1 exception requests
  • Coordinate new hire worksheets, agent appointment, commission questions, book of business transfers, rate and benefit questions, billing issues, and provider issues as the liaison between the broker and the carrier
  • Maintain strong product knowledge of all Amwins Connect products specific to the territory
  • Maintains strong carrier administration knowledge
  • Update group data in Helio
  • Provide brokers with timely, solution-oriented responses to their renewal business
  • Field inbound and outbound calls on renewing groups
  • Conducts disruption reports and prescriptions (Rx) searches that could impact existing clients
  • Interact with carrier partners on all service issues to ensure effective resolution and to exceed broker's service expectations
  • Consistently respond to all clients in a timely and efficient manner
  • Attend all appropriate in-house carrier and corporate training sessions
  • All other duties as assigned
NECESSARY SKILLS/ATTRIBUTES
  • Excellent Phone Skills
  • Strong interpersonal skills
  • Ability to follow directions and meet deadlines
  • Comprehensive organizational and time management skills
  • Basic Carrier product knowledge
  • Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS Teams
  • Typing Skills Average 30 wpm as well as 10 Key Stroke
TO THE QUALIFIED CANDIDATE WE OFFER:
  • Compensation includes a salary commensurate with experience
  • Collaborative, continuing education focused work environment
  • Generous Paid Time Off (PTO)
  • Full benefits package available, benefits start first day of employment
  • Career advancement opportunities
  • Opportunity for formal learning and development training
KNOWLEDGE/EXPERIENCE:
  • Two to three years of related experience; or equivalent of education and experience
  • Insurance agency and inside sales experience preferred
  • Must possess strong carrier portfolio knowledge as well as extensive knowledge of the industry and broker community
  • Experienced and clear understanding of underwriting guidelines
  • Salesforce experience preferred
  • High School Diploma or General Education Degree (GED)
  • University degree preferred
  • Active Accident, Health and Life Insurance License preferred*


The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

No direct inquiries, please.

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