Benefits Customer Service Representative/Account ...

Leavitt Group of Colorado is looking for a Benefits Customer Service Representative/Account Manager for their office in Alamosa, CO.The Benefits CSR/Account Manager will provide account management and technical support for the Employee Benefits Producer. Processing and servicing all lines of employee benefits insurance in accordance with the objectives and procedures outlined by the Employee Benefits Department.Essential Functions And Primary DutiesProvide service delivery to an assigned block of clientsResolve moderately complex customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accountsBuild relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service deliveryRepresent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needsAssist client services management in conducting client meetings as neededInputs data into appropriate software for vendors/carriers/clients within required timeframeCoordinate employee communications for enrollmentParticipate with new client set-up, renewals, and open enrollment meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsGenerate client interest in additional lines of coverageAdditional responsibilities as assignedPreferred Qualifications And SkillsLife, Accident, and Health Insurance License Preferred Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.Possess the ability to perform work in a dependable, consistent, and timely manner.Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.Leavitt Group of Colorado, a Leavitt Group office offers a full benefits package including;A competitive salary from $38,000-$42,000 depending on experience Health InsuranceDental and Vision Insurance401(k) with matching employer contributions.

Created: 2025-03-22