Benefits Outsourcing Company seeking CSR Essential Functions and Job Responsibilities Maintain expert knowledge of the employee benefits field Resolve claim or billing disputes between clients and carriers Advise clients on industry standards and procedures best practices Facilitate all aspects of open enrollments with the clients, including presentations of elected benefits and proofreading of enrollment paperwork and carrier follow through Meet with clients at client site for courtesy visits Maintain records of client history through designated customer service database Work with sales staff to assess client needs and develop sales material Process paperwork for sales and renewals Foster and maintain productive relationships with clients to ensure the highest levels of customer satisfaction and business results are met Investigate each claim problem through prompt contact with policyholders, accounts, claimants, agents, medical providers, etc. Maintain claim files, have an effective tracking system for documentation purposes, and ensure documentation is in accordance with established federal guidelines and regulations Uphold privacy guidelines and regulations including compliance with HIPPA regulations Assist clients and carriers with plan changes and amendments Assist clients with obtaining individual medical, dental, Medicare supplemental and life insurance policies Review plan documents Coordinate the implementation of new clients, including but not limited to, obtaining copies of plan documents and contracts from the clients and carriers; obtaining agent of record letters to forward to carriers; creating folders/files for contracts and various lines of coverage; contacting clients on a regular basis to maintain relationships Keep relevant personnel, such as Products Specialist, VP of Sales & Service, and President, abreast of any client changes or issues related to client benefits Other duties as assigned by VP of Sales & Service or other member of management Minimum Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must have at least 3-5 years experience in the employee benefits arena with knowledge of medical, dental, work/life employee assistance, voluntary, and executive level benefits programs.

Experience with life insurance, disability, retirement plans, long term care, Health Reimbursement Accounts (HRAs), Flexible Spending Accounts (FSAs) also required In depth knowledge of benefit solutions Solid understanding of and possess the technical skills needed to manage all online data systems (Word, Excel, PowerPoint) Advanced level of organizational skills Demonstrated achievement in oral and written communication skills Conflict resolution skills Basic knowledge of Human Resource policies and procedures in the benefits administration realm Demonstrated negotiation, influencing, and analytical skills Strong customer focus and interpersonal skills including the ability to maintain a high level of confidentiality at all times with sensitive client information (see Employee Confidentiality Agreement) Ability to multitask in a fast paced environment Knowledge of relevant legislation in the field Must be willing to participate in some local travel Please send resumes to tracee [at] uptownrecruiting [dot] com

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