Employee Benefits Account Service Representative - Major Accounts

Cross Insurance is a family of agencies seeking a dedicated Employee Benefits Account Service Representative. The role involves serving as the point of contact for employer groups and employees, fostering relationships, and assisting with various service-related issues.

Responsibilities

• Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility, and claims questions/concerns along with other issues as they may arise
• Notify Producer/Account Executive and/or Account Manager of any elevated billing, enrollment or claim issues
• Follow Quality Management guidelines to ensure proper and timely administration of assigned duties and functions
• Process enrollments/terminations in appropriate carrier websites or via email to carrier customer support in coordination with Customer Service Unit
• Create and maintain daily customer service, new group, and pre-renewal/renewal activities in Salesforce / Agency Management System
• Current groups – may be required to provide pre-renewal notice (90 days in advance); obtain and send renewal to Account Manager with copy to Producer and Account Executive; request current census; market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of renewal submission
• Prospect groups – may be required to market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to prospective client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of new group submission
• Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs
• Complete tasks in Salesforce / Agency Management System
• Attend and complete any training sessions or assignments as required
• Adhere to client service standards of the department and agency
• Perform other tasks on projects as needed/assigned

Skills

• High school diploma or equivalent degree and at least one year of experience in employee benefits or a corresponding service industry, or equivalent combination of education and experience
• Maine agent's license in Health and Life or the ability to obtain within 6 months from date of hire
• Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage
• High level of patience and empathy while working under pressure
• Basic working knowledge of Microsoft Word and Excel required
• Strong organizational skills, high attention to detail, responsive and self-motivated
• Team player and task oriented
• Possesses a bias for action and avoids workplace distractions
• Position is an in-office position for a minimum of 6 months, after 6 months Hybrid can be reviewed
• College degree
• Intermediate knowledge of Microsoft Word and Excel
• Knowledge of Power Point

Benefits

• Medical
• Dental
• Vision
• 401(k) with match
• Paid time off
• And more

Company Overview