Employee Benefits Customer Service Associate
2 weeks ago
The Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing.
Responsibilities
The CSA handles service issues for small to medium sized clients with minimal assistance and aids the Producer/AM/SAM/AE on larger accounts. The CSA meets the agency standards and is expected to maintain a positive attitude, express enthusiasm, be flexible and can work under pressure during peak times.
- Assist team in gathering information necessary for preparation of bid specifications.
- Assist team with submission of RFP to the market and with follow-up for requested quotes.
- Review all quotes received for accuracy and prepare initial draft of comparative analysis for review by the AM/SAM/AE prior to delivery.
- Review small group applications for accuracy and completeness and forward to carriers with appropriate documentation.
- Monitor all submissions for quotes, proposals, and applications until all material for customer are received.
- Initial proofreading of contracts, policies, and booklets for accuracy with an attention to detail.
- Escalate client service issues to AM/SAM.
- Maintain basic current knowledge of the marketplace.
- Provide day-to-day customer service by phone, in-office, emails, etc.
- Provide clerical duties associated with client servicing, including but not limited to, updating info in our agency management system, client issues in the CRM, printing proposals, labels and assembling proposals.
- Set up and maintain customer files according to agency standards.
- Respond to client requests per agency guidelines.
- Handle open follow-ups/activities with daily review and follow up within three business days of the follow-up date.
- Serve as liaison between the customer and the carrier by assisting with resolving and/or escalating any enrollment, claim issues and billing inquiries.
- Other duties as may be assigned.
- No experience required
- High School Diploma or equivalent
- Indiana Life and Health insurance brokers' license required; may be obtained upon hire
- Basic knowledge of insurance products, usage and markets preferred
- Good organizational, verbal and written communication skills
- Fully understands computer programs and utilizes programs per agency standards
- Proficient in Microsoft Office products such as Word, Excel and Power Point
- Able to communicate orally and in writing with others to explain issues, receive and interpret information and respond appropriately
- Meets or exceeds department standards regarding job knowledge, quality, efficiency, initiative, cooperation, customer service and overall performance
- Able to work with minimal supervision and function as part of a team or committee
- General knowledge of and ability to operate office equipment and software programs
- Medical, Dental & Vision
- Short-Term & Long-Term Disability
- Extended Holiday Weekends
- Flexible PTO
- Paid Parental Leave
- Company Matching Donations
- 401k, Roth Option & Matching
- Life Insurance
- Hybrid Work Environment
- Wellbeing Coaching
- Mental Health Sessions
- Tuition Reimbursement
- Fully remote position will be considered if candidate is more than 50 miles from local Indianapolis office
Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that:
- Supports community involvement
- Prioritizes diversity, equity and belonging
- Invests in your future
- Gives 10% of profits back into the community
-
Employee Benefits Customer Service Associate
3 weeks ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob Description: The Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing. Responsibilities The CSA handles service issues for small to medium...
-
Employee Benefits Customer Service Associate
2 weeks ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob DescriptionJob DescriptionThe Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing.ResponsibilitiesThe CSA handles service issues for small to...
-
Employee Benefits Customer Service Associate
1 week ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob Description The Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing. Responsibilities The CSA handles service issues for small to medium sized...
-
Customer Service Representative
2 days ago
Indianapolis, United States Employee With Group Full time** Customer Service Representative** Customer Service Indianapolis, Indiana **Description** **Come Grow With Us!** Renaissance Benefits has grown 200% in the last 6 years and were growing again! We are seeking experienced customer service professionals to help make insurance easy and accessible for our customers! * No weekends * 12 paid holidays * Start...
-
Indianapolis, United States Shane Services Full timeOverview: As a Customer Service Associate, you can make the difference between an amazing experience and an ordinary one. We are looking for people-focused, communicative, and team-oriented individuals to join us in this role. No jewelry experience? No problem! We will provide you with the training you need to be able to demonstrate an in-depth knowledge of...
-
Customer Service Associate
1 month ago
Indianapolis, United States Hertz Full time $18Wage: $17.50 Hourly + monthly commission Position Overview:The Customer Service and Sales Associate consults with customers on their Hertz rental.Maximizing revenue opportunities by actively offering products and services and overcoming customer objections.Ensures that the customer receives world-class customer service and sales...
-
Customer Service Associate
2 weeks ago
Indianapolis, United States Value City Furniture Full time** Customer Service Associate** *Share by Email* Location: VCF CASTLETON #86 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The...
-
Employee Benefits Consultant
1 month ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob DescriptionJob DescriptionThe Employee Benefits Consultant (known internally as an Employee Benefits Producer) acquires new business and retains business through renewals in keeping with Agency and individual goals. Provides field service in support of sales duties. The Sales Advisor agrees upon and sets an annual sales goal in coordination with the...
-
Employee Benefits Consultant
8 hours ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob Description The Employee Benefits Consultant (known internally as an Employee Benefits Producer) acquires new business and retains business through renewals in keeping with Agency and individual goals. Provides field service in support of sales duties. The Sales Advisor agrees upon and sets an annual sales goal in coordination with the Managing Director...
-
Customer Service Associate
1 day ago
Indianapolis, United States Empire Today Full timeLocation: Location: Customer Service Associate - Market Operations in Indianapolis, IN at Empire Today **Location:** **Opportunity Description** **Business Area** Our Customer Service department works closely with Empire Today s customers before, during, and after the purchase of a product and/or service. This ensures our customers are receiving the best...
-
Customer Service 3
3 weeks ago
Indianapolis, United States Pilot Freight Service Full time** Customer Service 3** **Job Category****:** Stations-Central **Requisition Number****:** CUSTO03796 Showing 1 location **Job Details** **Description** **Pilot Freight Services seeks a full time Customer Service 2 agent for our Indianapolis IN location.** **JOB SUMMARY:** The Customer Service 3 is responsible for answering incoming calls and providing...
-
Customer Service Associate
1 month ago
Indianapolis, United States J&G Advance, dba A-1 Cash Advance Full timeJob DescriptionJob DescriptionWe are seeking a Customer Service Associate to join our team! You will be responsible for helping customers obtain a small loan for their short term financial needs.Responsibilities:Handle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issuesDocument and update customer...
-
Customer Service Associate
10 hours ago
Indianapolis, United States Avis Budget Group Full timeImmediately hiring! If the idea of spending the day a sitting behind a desk in a call center or working as a cashier in a retail store leaves you feeling bored, join our driven high-energy Avis Budget Group enterprise. What You’ll Do: This is an outdoor combination role, where you will assist customers in different parts of the rental or return...
-
Client Service Assistant
2 days ago
Indianapolis, United States Hylant Full timeDescriptionThe Opportunity: Enhance the client experience by providing support to the internal team. To develop skills, industry knowledge and relationships by meeting or surpassing the service expectations of clients, prospective clients, agency and company personnel. Are You A Match? The Client Service Assistant is driven by prompt, accurate and thoughtful...
-
Customer Service Associate
1 month ago
Indianapolis, United States OneAmerica Full time** Customer Service Associate - Insurance (Remote)** **Job Category****:** Operations in Force **Requisition Number****:** CONTA003515 Showing 1 location **Job Details** **Description** At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and...
-
Warehouse Associate
2 weeks ago
Indianapolis, United States Pomp's Tire Service Full time**Warehouse Associate** 2120 S Harding St, Indianapolis, IN 46221, USA Req #1165 Wednesday, March 2, 2022 Pomps Tire Service is currently hiring a Warehouse Associate. This associate will primarily be responsible for helping to maintain a clean warehouse along and helping with moving and monitoring inventory. At Pomp's, we value the opportunities to advance...
-
Customer service/warehouse associate.
2 days ago
Indianapolis, United States Spherion Full timeWe are seeking a versatile and customer-focused individual to join our team as a General Warehouse Associate. In addition to traditional warehouse duties, this role involves providing excellent customer service and supporting store operations. The ideal candidate is proactive, detail-oriented, and dedicated to ensuring a positive experience for our...
-
Customer service/warehouse associate.
8 hours ago
Indianapolis, United States Spherion Full timeWe are seeking a versatile and customer-focused individual to join our team as a General Warehouse Associate. In addition to traditional warehouse duties, this role involves providing excellent customer service and supporting store operations. The ideal candidate is proactive, detail-oriented, and dedicated to ensuring a positive experience for our...
-
Customer Service
1 day ago
Indianapolis, United States Jenny Craig Full time** Customer Service / Stock Associate - Part-Time** **Job Category****:** Retail Centers **Requisition Number****:** JENNY005852 Showing 1 location **Job Details** **Description** As a world leader in delivering effective weight management solutions, Jenny Craig offers a unique program with one-on-one support for our clients. We are masters in weight...
-
Customer Service Liaison
2 days ago
Indianapolis, United States Heart to Heart Hospice Full time* Promote a customer-focused hospice presence in the healthcare community within healthcare facilities and hospitals * Ability to coordinate care amongst the healthcare professionals * Ensure patients DME has been ordered, delivered and is in good working condition while ensuring patient and family members have been sufficiently trained on how to use the...