Internal Customer Service Representative – Group Benefits Department

Internal Customer Service Representative – Group Benefits Department 

Assist Account Managers to provide high quality service to new and existing clients.  Perform administrative functions relative to sales and renewal presentation materials, database and file maintenance, benefit comparisons, client/employee communication pieces.  Handle wide variety of calls such as claims, billing, eligibility and coverage issues.  Identify problems and initiate appropriate action to resolve problems.  Interact with insurer or TPA on behalf of client and Account Manager.

Essential Duties and Responsibilities

  • Data Base (TAM) Maintenance to include
  • Set up new policy records
  • Update policy Screens
  • Input Administrative Checklist and Service Clock Activities
  • Update status to renewal/re-write/lost business
  • Claim Call Documentation
  • Scan and attach documents
  • Update Billing Screens
  • Set up and maintain client files
  • Prepare renewal and pre-renewal presentations
  • Assist in the resolution of billing, enrollment and claim problems
  • Request census and renewal information from client
  • Prepare client newsletters
  • Prepare correspondence to client
  • Communicate effectively with multiple carriers
  • Verify commission and splits with producers and carriers
  • May be required to attend employee or client meetings
  • Coordinate employee health fairs and wellness presentations
  • Provide coverage for an absent account manager

Required Knowledge, Skills, and Abilities

  • Must be detail oriented and have the ability to prioritize multiple tasks
  • Proficient in Microsoft Office Applications (Outlook, Excel, and Word).  Experience in Microsoft PowerPoint and Microsoft Publisher helpful
  • Effective verbal and written communication skills
  • Strong customer service focus with the ability to use discretion in the handling of confidential information

Education and Experience

  • Multiple years of experience managing both fully insured and self-insured lines of coverage
  • In-depth knowledge of the healthcare industry, renewal and claims processes, and an extensive background solving policy service issues.
  • Life, Accident and Health License preferred.
  • Continuing education as required by State law and The Fedeli Group education policy.
  • Advanced technical education in attainment of insurance related designations.

Qualified candidate should send resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spambots, you need JavaScript enabled to view it .