Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 600 locations across the US and continue to grow every month. To fuel that growth, we have another exciting opportunity for an Employee Benefits Client Service Representative with Ahern Insurance Brokerage, an Acrisure Agency Partner.
The Employee Benefits CSR provides prompt, accurate, and courteous support service to clients and coworkers. The ideal candidate should have a background in employee benefits or human resources, and the ability to develop an excellent rapport clients and carrier partners. Project management and multi-tasking skills are crucial components of this position.
Essential Duties and Responsibilities:
Assists Account Management Team with day-to-day administrative needs, such as claims and billing resolution, and other service related items
Manages benefits enrollment and terminations, including COBRA qualifying event notifications
Investigates and resolves complex issues with both carriers and clients, including claims and billing resolution, provider inquiries, provider referral issues and other administrative issues
Performs billing audits and reconciliation
Assists with HRIS/BenAdmin system implementation, renewal updates and testing
Processes incoming Broker of Record letters, gathers new client benefit information, adds policy and commission structure to agency management system
Assists with new carrier and plan implementations
Assists with the individual life and disability application process
Reviews policies and contracts for accuracy
Responsible for printing/binding of sales and renewal presentations and coordination of enrollment kit orders
Prepares client mailings, including birthday/holiday gifts
Assists with organizing client health expos and wellness events
Schedules and coordinates internal and external meetings
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High School Diploma or the recognized equivalent is required
Minimum of 2 years’ experience in the employee benefits industry is required
Minimum of 2 years’ experience in a fast paced, professional office setting is required
Previous insurance experience is preferred
Technology Skills:
Proficiency in MS Word, Excel, Outlook, Internet, Adobe Acrobat and PowerPoint;
Knowledge of customer database programs (Gen4/BenefitZone)
Other Qualifications:
Strong attention to detail and proofreading skills
Ability to produce high quality work in a fast paced environment
Work as a team member to achieve department goals and overall company goals
Strong multi-tasking, organizational, communication and grammatical skills
Ability to work independently of continuous supervision and stay focused on the project at hand
Ability to take direction and/or constructive criticism well
A positive outlook and desire to learn and grow with the organization
Excellent communication skills with the ability to provide clear, concise and accurate information in a written and verbal format
Strong organizational skills with the ability to prioritize projects according to deadlines and urgency
Flexibility, willing to “wear many hats” and assist team members in any other capacity relating to client services
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done mostly remote currently with a transition back to a temperature-controlled, non-smoking office
Open layout, desks with stand-up option
The noise level in the work environment is usually moderate
$1,000 signing bonus payable after 90 daysAcrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
https://www.acrisure.com/acrisureacastaffprivacynotice/
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As Employee Benefits Account Managers, we perform an oversight and management role on matters that deal with client accounts. We work with the staff to enhance the implementation of new or renewal of accounts in the bank to ensure that a high level of service is achieved. We work on the relations between the client and key managers to ensure that the end goal is to achieve customer satisfaction. We have a responsibility to market and analyze the benefits of all line coverage. We also have a duty to advise the clients based on our analysis of the service trends and to develop a corrective action plan for improvement.
Core tasks: