Lead Client Support Representative

2 weeks ago

Berwyn, Pennsylvania, United States World Insurance Associates LLC Full time

About World Insurance Associates LLC
World Insurance is recognized as one of the most rapidly expanding insurance brokerage firms in the United States, providing premier products and services from leading providers, complemented by dedicated support from local agents.

Since our inception, we have grown to over 2,200 employees across more than 260 offices throughout North America. With substantial investments and ambitious growth strategies on the horizon, now is an exceptional time to become part of a dynamic team that is transforming the industry.

Role Overview: Senior Client Service Representative, Employee Benefits
As a Senior Client Service Representative, you will be pivotal in delivering outstanding service that distinguishes us from our competitors. Your daily interactions with clients and members will empower them to optimize their benefits coverage while navigating the complexities of health care.

Key Responsibilities:

  • Collaborate with Client Managers and Producers to provide exceptional service and engage clients and members in their employee benefit programs.
  • Address daily service inquiries and issues, including claims, billing, eligibility, enrollment, and coverage matters.
  • Document daily service activities in the Agency Management System to track the status and resolution of client interactions.
  • Assist clients in onboarding new employees and members, ensuring seamless enrollment in their chosen plans through online systems.
  • Manage billing inquiries and reconciliation to support accurate invoicing and enrollment.
  • Communicate benefit coverage details to employees and members, including open enrollment options and available plan choices.
  • Update the Agency Management System with current policy and coverage information, ensuring compliance and accuracy.
  • Prepare and coordinate benefit enrollment materials, maintaining organized client files as part of document management protocols.
  • Foster strong client relationships and collaborate with service and sales teams to address escalated issues and client needs.

Qualifications:
To be successful in this role, candidates should possess:

  • A minimum of 2 years of experience in health and welfare plans, preferably within a benefits carrier service center or consulting/brokerage environment.
  • A strong client service orientation with a commitment to timely responses to inquiries.
  • Excellent verbal and written communication skills.
  • A self-starter attitude with the ability to work both independently and collaboratively.
  • Attention to detail and problem-solving capabilities.
  • Knowledge of employee benefit plan designs and systems.
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint.
  • A State Life and Health license, to be obtained within 90 days of hire.

Equal Employment Opportunity
At World Insurance Associates LLC, we celebrate diversity and are committed to creating an inclusive environment for all employees. We value the unique perspectives and experiences that each individual brings to our team.

We are proud to be an equal opportunity employer, dedicated to providing fair employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status.

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