Call Center Representative

📋 Description

• Provides assistance to customers regarding a diverse range of benefit inquiries and plan features through internal systems, leveraging Salesforce and SharePoint reference materials.

• Aids in the implementation of new clients into call center processes and systems.

• Supports the configuration of the client's open enrollment within call center systems and processes.

• Facilitates enrollment processing, investigates eligibility and enrollment issues, and monitors new hire processing.

• Advises and instructs clients on their online administration systems concerning new hires, eligibility changes, life events, and open enrollment modifications in collaboration with internal teams.

• Assists with claims by researching and resolving any claims-related issues.

• Updates internal systems (e.g., SharePoint) with client benefit information.

• Generates monthly utilization reports.

• Provides support to Senior Management and Account Executives with various duties and projects.

• Undertakes other tasks, duties, or special projects as assigned.

⛳️ Requirements

• Outstanding verbal, written, and customer service communication skills.

• Excellent telephone etiquette within a call-center environment.

• Ability to adapt to changing priorities and deadlines.

• Must work effectively with others in a fast-paced, customer service-oriented environment, as well as independently with minimal supervision.

• Proficient in Microsoft Windows and Office Suite products, along with internet use.

• Experience utilizing internal systems (Salesforce, SharePoint & Call Center systems) to provide comprehensive client service.

• Strong organizational, prioritization skills, and meticulous attention to detail.

• Capability to multi-task efficiently.

• Must be able to scrutinize details and identify potential discrepancies.

• Maintain excellent attendance and punctuality in accordance with department standards.

• Background in the insurance industry or knowledge of group insurance products.

• Resident Department of Insurance Life License (required or to be completed within 3 months of the start date).

🏝️ Benefits

• Health insurance.

• 401(k) eligibility.

• Various paid time off benefits, including vacation, sick time, and parental leave.