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Client Service Representative
2 months ago
Alera Group, a leading national insurance and financial services firm, is seeking a highly skilled Client Service Representative to join their Employee Benefits team in Pittsburgh.
This is an exciting opportunity to be part of a dynamic organization that is dedicated to delivering exceptional client experiences. As a Client Service Representative, you will play a critical role in partnering with Benefits Consultants and Account Executives to deliver outstanding service to clients.
Key Responsibilities- Client Issue Resolution: Diagnose and resolve client issues related to claims, billing, and eligibility in a timely and professional manner.
- Service Model Execution: Partner with Account Managers to complete the Alera Group service model for clients, including:
- Requesting and downloading renewals and saving in Brokerage Builder.
- Coordinating marketing of benefits with medical and ancillary carriers.
- Updating client and plan information in Brokerage Builder, including gathering policies, billing statements, etc. from carriers for the files.
- Coordinating completion of compliance documents such as plan documents, Section 125 documents, etc.
- Documentation and Record-Keeping: Document all activities in Brokerage Builder to ensure accurate and up-to-date records.
- Additional Responsibilities: Perform other duties as necessary to support the team and deliver exceptional client service.
- Professional Requirements:
- Pennsylvania Life, Accident, and Health insurance license required (if not already licensed, employee will be required to become licensed within 90 days of employment).
- 2-3 years of related industry experience.
- Strong understanding of Microsoft Office products; experience with Zywave a plus.
- Excellent oral and written communication skills.
- Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality.
Alera Group offers a comprehensive benefits package to employees, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and more.
We are an equal opportunity employer and welcome applications from diverse candidates. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
