Senior Client Service Representative

4 days ago

Cherry Hill, New Jersey, United States World Insurance Associates LLC Full time
Job Title: Senior Client Service Representative

World Insurance Associates LLC is a leading insurance brokerage firm in the United States, offering top-notch products and services from major providers, combined with attentive service from local agents.

About the Role:

We are seeking a highly skilled Senior Client Service Representative to join our team. As a key member of our Employee Benefits Practice, you will play a central role in driving service excellence for our clients, setting us apart from our competition.

Responsibilities:
  • Provide exceptional client service and actively engage clients and members in their employee benefit programs.
  • Assist with day-to-day service issues and concerns, including claims, billing, eligibility, enrollment, and coverage issues.
  • Track daily service activities in our Agency Management System and related technology to document intake, status, and resolution of activity.
  • Assist clients in onboarding new employees and members to their benefits by enrolling them in elected plans online in BenAdmin systems or carrier portals.
  • Manage billing and billing reconciliation issues to support proper carrier invoicing and accurate plan enrollment.
  • Communicate benefit coverage information to employees and members, including open enrollment options, carrier processes, and educating others on available plan options.
  • Update Agency Management system with updated policy and coverage information, using benefit plan summaries/documents, amendments, etc.
  • Provide benefit enrollment support, including preparing materials, coordinating carrier materials, and filing updated plan information and files in client files as part of document management requirements and according to workflows and assuring accuracy for compliance.
  • Build strong client relationships and engage service and sales teams to address or handle escalated issues and client needs.
Requirements:
  • Minimum 2+ years' experience dealing with health and welfare plans, ideally gained in a benefit carrier service center and/or consulting/brokerage firm.
  • Strong client service orientation with a high sense of urgency to respond to client and member inquiries timely and in accordance with SLAs and key metrics.
  • Strong communications both verbally and in written form effectively and in a timely manner.
  • Self-starter with proven ability to work independently and within a team environment.
  • Strong detail orientation, with ability to apply knowledge to troubleshoot issues and solve problems.
  • Knowledge of employee benefit plan designs, carrier, and BenAdmin systems to respond to inquiries and track and document transactions and activities.
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint.
  • State Life and Health license required within 90 days of hire.
Equal Employment Opportunity:

At World Insurance Associates LLC, 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. We are dedicated to equal 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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