New Job Opening: Account Support Representative - Corporate Benefits in Onalaska, WI

Job Description

Customer Service Representative - Account Support Representative (Corporate Benefits)

Job Summary

Seeking a dedicated and detail-oriented Account Support Representative to join a Corporate Benefits division. In this role, serve as a key point of contact for employer groups and their employees, providing high-quality support for group insurance benefits. You will assist with eligibility, enrollment, claims inquiries, and policy administration, ensuring a seamless and positive client experience. This position is ideal for a professional with strong customer service skills and a background in benefits administration or insurance.

Compensation Package

• Competitive salary based on experience and qualifications.


• Comprehensive benefits package, including health, dental, and vision insurance.


• Opportunities for professional development and career growth.

Responsibilities

Proposal and Quoting Support

• Prepare, track, and manage Request for Proposal (RFP) documents.


• Compile census data and other client materials for quoting; coordinate with carriers to obtain quotes based on specifications.

Client and Carrier Service

• Serve as a liaison between customers and insurance carriers to resolve issues, answer inquiries, process changes, and provide claims assistance.


• Assist with enrollment processes and ensure timely follow-up on pending or existing coverage.

Account Administration and Reporting

• Prepare and monitor key documents and reports, including renewal spreadsheets, benchmarking, claims reporting, and applications.


• Maintain accurate records in the agency management system.

Internal Coordination and Client Experience

• Collaborate with the sales team to address claims issues, enrollment participation, and other account-related matters.


• Support client retention efforts and identify opportunities for value-added products and services.


• Assist with the implementation and onboarding of client resources.

Projects and Compliance

• Manage assigned projects, such as dependent audits and policy audits.


• Ensure confidentiality of employee and employer data in compliance with HIPAA regulations.

Qualifications/Requirements

Education and Experience

• Associate’s degree in Human Resources, Business Administration, or a related field preferred.


• 2-3 years of relevant experience in benefits administration or insurance agency operations, or an equivalent combination of education and experience.

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