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Client Support Specialist

2 months ago

Columbus, Ohio, United States Acrisure LLC Full time
Job Title: Customer Service Representative - Employee Benefits

Department: Digital Marketplace

Location: Remote

About Acrisure:

Acrisure stands as a prominent leader in the Fintech sector, merging human expertise with advanced technology to deliver a wide array of financial products and services to countless businesses and individual clients. Our mission is to connect clients with solutions that safeguard and enhance their essential assets, encompassing Insurance, Reinsurance, Cyber Services, Mortgage Origination, and more.

With a workforce exceeding 17,000 innovative professionals across 21 countries, Acrisure has experienced remarkable growth, soaring from $38 million to $4.3 billion in revenue within a decade. Our organizational culture is characterized by an entrepreneurial spirit, fostering innovation, client focus, and an unwavering determination to succeed.

Job Summary:

The Customer Support Representative (CSR) plays a vital role in assisting the Digital Service Center Account Management team with group insurance renewals and quotes, alongside various administrative tasks aimed at enhancing customer data integrity, communication, and overall engagement within the micro and small market group insurance sector (fewer than 25 employees).

Responsibilities:
  • Assist Account Managers, Team Leaders, and fellow CSRs with renewals, quotes, carrier communications, and related tasks.
  • Gather missing information from clients, carriers, and other stakeholders as necessary.
  • Maintain accurate customer records in the Agency Management System (AMS).
  • Execute weekly customer AMS workflows and associated activities.
  • Update policy details, rates, and census data in the Benefit Administration Platform and AMS.
  • Address service issues and coordinate responses for customers.
  • Prepare communications for employees regarding renewals and enrollment periods.
  • Revise census data and plan features as needed.
  • Perform additional duties as required.
Requirements:
  • Ability to work autonomously as well as collaboratively within a team.
  • Familiarity with AMS or similar customer relationship management software.
  • Commitment to customer success with a proactive attitude.
  • Strong attention to detail and organizational skills in a fast-paced environment.
  • Capability to manage multiple customer-related tasks simultaneously.
Education/Experience:
  • Bachelor's Degree preferred.
  • Two years of experience in insurance, with a focus on group insurance preferred.
  • Proficiency in AMS or related CRM tools and MS Office applications.
  • Demonstrated success in customer service roles.
Benefits & Perks:
  • Competitive Compensation.
  • Leading Healthcare Benefits.
  • Investment and Savings Opportunities.
  • Charitable Giving Initiatives.
  • Hybrid Work Options Available.
  • Career Advancement Opportunities.
  • Parental Leave.
  • Generous Paid Time Off.
Acrisure is dedicated to making a positive impact in our communities through charitable contributions, with significant investments in children's health initiatives at Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh.

For more information, please visit our website.