Insurance Industry Specialist

6 days ago


Brookfield, Wisconsin, United States Cyganiak Planning Inc Full time
Job Title: Employee Benefits Customer Service Representative

We are seeking a highly organized and detail-oriented individual to join our team at Cyganiak Planning Inc. as an Employee Benefits Customer Service Representative.

Key Responsibilities:

  • Gain in-depth knowledge of the insurance industry and carrier plan options to provide accurate information to clients.
  • Communicate effectively with agents and clients to resolve questions and issues in a timely manner.
  • Process insurance applications, ensure all required documents are completed, and maintain accurate records.
  • Update employee census for individual and group clients, and communicate with carriers and clients as needed.
  • Explain plan structures, rules, and deadlines to clients, and establish positive relationships with all clients.
  • Work to resolve claim, billing, and eligibility issues, and request proposals for insurance carriers.
  • Prepare comparisons of quoted health and dental plans, and assist agents in client meetings.

Requirements:

  • 3+ years of customer service experience, with insurance license or HR experience preferred.
  • Strong written and verbal communication skills, with proficiency in Microsoft Suite.
  • High School diploma required, with college education and insurance health/life license preferred.

About Us:

Cyganiak Planning Inc. is a leading provider of employee benefits solutions. We are committed to delivering exceptional service and support to our clients and their employees.



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