Customer Service Representative needed for Employee Benefits department
Direct Hire
Direct Hire
Work Location:
Partial Remote - Hybrid
Job ID:
8127
Job Description
Customer Service Representative needed for Employee Benefits department of an Insurance Agency in Schaumburg, IL, Hybrid-Remote!
**Must be Bilingual in Spanish!
**Must have strong customer service skills and be tech savvy! (Will train employee benefits)
Job Duties can include, but are not limited to:
The CSR will be responsible for handling all the inside service work associated with the client's program, including all customer service activity such as, but not limited to: routine coverage questions, claim issue solving, eligibility, preparation of formal proposals, creating employee benefit guides.
• Acts as a liaison with insurance carriers, providers, and employees to resolve claims (including assistance in the appeals process), billing, eligibility, and any other coverage issues.
• Assist with commission tracking and invoicing.
• Preparation of employee benefit booklets and open enrollment materials as needed under the direction of the Account Manager
• Communicates with Account Management Team, employees, and insurance carriers to resolve benefit issues.
• Processes client eligibility requests including enrollments, terminations, and changes using various online portals or benefits administration systems.
• Under the direction of the Account Manager, assist with census preparation for marketing or implementation purposes.
• Answers employee benefits and insurance coverage questions.
• Data entry for client files.
• Assist in conducting client open enrollment meetings as requested.
• Performs miscellaneous duties and projects as assigned.
To be successful in the role, you should meet the following requirements:
•Must obtain a Life & Health license within 3 months of hire.
•Must want growth! This is a career-track position with rapid advancement potential for motivated and capable individuals.
• Participate in seminars and educational classes for development of skills and knowledge.
• Provides high quality of work with professional demeanor and technical accuracy.
• High school diploma or general education degree (GED) and minimum two-years related experience and/or training preferred.
• Proficient with MS Office Suite; very computer literate and able to learn new software programs quickly.
• Strong mathematical and analytical skills.
• Excellent verbal and written communication skills in English and Spanish.
• Exceptional customer service skills.
• Ability to exercise independent judgment.
• Ability to work independently and make accurate decisions and demonstrate good judgement.
• Maintain positive working relationships and clear communication with co-workers, vendors, and insurance carriers.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/ or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
**Must be Bilingual in Spanish!
**Must have strong customer service skills and be tech savvy! (Will train employee benefits)
- HOURS: Monday – Friday, 8:30 am - 5:00 pm or 9:00 am - 5:30 pm
- DURATION: Direct Hire
- WORKSITE: Hybrid schedule offered. MUST RESIDE in or near Schaumburg. IL area!
- Currently, this role requires the CSR to report to the office two times a month. This could change at any time, for example, and could require the CSR to report to the office once a week.
- PAY: $25.00 - $30.00 per hour, depending on experience.
- BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package to include:
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
Job Duties can include, but are not limited to:
The CSR will be responsible for handling all the inside service work associated with the client's program, including all customer service activity such as, but not limited to: routine coverage questions, claim issue solving, eligibility, preparation of formal proposals, creating employee benefit guides.
• Acts as a liaison with insurance carriers, providers, and employees to resolve claims (including assistance in the appeals process), billing, eligibility, and any other coverage issues.
• Assist with commission tracking and invoicing.
• Preparation of employee benefit booklets and open enrollment materials as needed under the direction of the Account Manager
• Communicates with Account Management Team, employees, and insurance carriers to resolve benefit issues.
• Processes client eligibility requests including enrollments, terminations, and changes using various online portals or benefits administration systems.
• Under the direction of the Account Manager, assist with census preparation for marketing or implementation purposes.
• Answers employee benefits and insurance coverage questions.
• Data entry for client files.
• Assist in conducting client open enrollment meetings as requested.
• Performs miscellaneous duties and projects as assigned.
To be successful in the role, you should meet the following requirements:
•Must obtain a Life & Health license within 3 months of hire.
•Must want growth! This is a career-track position with rapid advancement potential for motivated and capable individuals.
• Participate in seminars and educational classes for development of skills and knowledge.
• Provides high quality of work with professional demeanor and technical accuracy.
• High school diploma or general education degree (GED) and minimum two-years related experience and/or training preferred.
• Proficient with MS Office Suite; very computer literate and able to learn new software programs quickly.
• Strong mathematical and analytical skills.
• Excellent verbal and written communication skills in English and Spanish.
• Exceptional customer service skills.
• Ability to exercise independent judgment.
• Ability to work independently and make accurate decisions and demonstrate good judgement.
• Maintain positive working relationships and clear communication with co-workers, vendors, and insurance carriers.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/ or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.
About Schaumburg, IL
Explore exciting job opportunities in and around Schaumburg, Illinois today! Nestled in the vibrant state of Illinois, Schaumburg offers a perfect blend of city convenience and suburban charm. This thriving area boasts a dynamic business scene with a plethora of companies across various industries, including technology, healthcare, and finance. With easy access to attractions like Woodfield Mall, boasting over 300 stores, the renowned LEGOLAND Discovery Center, and world-class dining options such as Chicago Prime Steakhouse, there's never a dull moment in Schaumburg. Don't miss out on the chance to be part of this bustling community and take your career to new heights in Schaumburg! Start your job search now.