As an Employee Benefits Customer Service Representative, you will support clients with their employee benefits programs, assist with day-to-day service needs, and help provide a positive experience throughout the policy …
Skills: Customer Service, Relationship Building, Problem Solving, Documentation, Data Entry
Benefits: 401(k) 401(k) matching Competitive salary Paid time off Training & development The Account Manager - Farm Insurance Specialist at Burkhart Insurance is responsible for maintaining and maximizing strong relation…
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Full-time
Posted 26d ago
~40 hrs/week
Responsibilities
The representative will support clients with employee benefits programs and assist with day-to-day service needs. They are responsible for maintaining client records, processing paperwork, and coordinating with insurance carriers for new business and renewals.
Requirements
Candidates should possess strong organizational, analytical, and communication skills with proficiency in Microsoft Excel or Power BI. Previous experience in the insurance industry, employee benefits, or PBM is preferred but not required.
Full job description
As an Employee Benefits Customer Service Representative, you will support clients with their employee benefits programs, assist with day-to-day service needs, and help provide a positive experience throughout the policy lifecycle. This position is ideal for someone who enjoys building relationships, solving problems, and working in a fast-paced, team-oriented environment.
Responsibilities
Build and maintain strong relationships with clients by providing responsive and professional customer service.
Support sales agents by collecting client information, assembling necessary documentation, and submitting data to insurance carriers for new business and renewal quotations.
Assist clients with employee benefits inquiries, including health, dental, vision, life, disability, and voluntary benefit programs.
Support new business, renewals, and account maintenance by preparing paperwork, processing changes, and coordinating with insurance carriers.
Respond to client requests and questions in a timely manner.
Maintain accurate client records and documentation within agency management systems.
Communicate benefit plan information and enrollment materials to clients as needed.
Stay informed regarding carrier updates, industry trends, regulations, products, and technology to enhance knowledge and performance.
Participate in ongoing training and professional development opportunities.
Qualifications
Excellent customer service skills.
Strong organizational and analytical abilities.
Strong written and verbal communication skills.
Detail-oriented with the ability to manage multiple priorities and deadlines.
Proficiency in Microsoft Excel or Power BI.
Insurance industry or employee benefits or PBM experience preferred but not required.
This position is based in our Vincennes, Indiana office.
All insurance is the same until you have a claim. Our goal: Find the best coverage possible for you and your loved ones.
Industry
Insurance
Company size
11-50 employees
Headquarters
Vincennes, IN
LinkedIn followers
287
In 1987, Anthony S. Burkhart purchased the Field Insurance agency from Mr. Gene Field. In January 1988, the agency became the Burkhart Insurance Agency.
Founded in 1958, the agency was located at 19 South 3rd Street in Vincennes from 1969 until 1993. In the Fall of 1993, the agency expanded and relocated to 1600 Willow Street, Vincennes. In 2006, the agency moved to its current location at 16 North 1st Street in historic downtown Vincennes.
With agents based in Vincennes, Terre Haute, and Washington, Indiana as well as Bridgeport, Illinois, our once small office is now a highly automated, professional insurance center focused on serving you.
Offices: 16 N. 1st Street, Vincennes, IN 47591, US
All insurance is the same until you have a claim. Our goal: Find the best coverage possible for you and your loved ones.
Industry
Insurance
Company size
11-50 employees
Headquarters
Vincennes, IN
LinkedIn followers
287
In 1987, Anthony S. Burkhart purchased the Field Insurance agency from Mr. Gene Field. In January 1988, the agency became the Burkhart Insurance Agency.
Founded in 1958, the agency was located at 19 South 3rd Street in Vincennes from 1969 until 1993. In the Fall of 1993, the agency expanded and relocated to 1600 Willow Street, Vincennes. In 2006, the agency moved to its current location at 16 North 1st Street in historic downtown Vincennes.
With agents based in Vincennes, Terre Haute, and Washington, Indiana as well as Bridgeport, Illinois, our once small office is now a highly automated, professional insurance center focused on serving you.
Offices: 16 N. 1st Street, Vincennes, IN 47591, US