Cross Insurance is a family of agencies seeking a dedicated Employee Benefits Account Service Representative. The role involves serving as the point of contact for employer groups and employees, fostering relationships, and assisting with various service-related issues.
Responsibilities
- Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility, and claims questions/concerns along with other issues as they may arise
- Notify Producer/Account Executive and/or Account Manager of any elevated billing, enrollment or claim issues
- Follow Quality Management guidelines to ensure proper and timely administration of assigned duties and functions
- Process enrollments/terminations in appropriate carrier websites or via email to carrier customer support in coordination with Customer Service Unit
- Create and maintain daily customer service, new group, and pre-renewal/renewal activities in Salesforce / Agency Management System
- Current groups – may be required to provide pre-renewal notice (90 days in advance); obtain and send renewal to Account Manager with copy to Producer and Account Executive; request current census; market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of renewal submission
- Prospect groups – may be required to market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to prospective client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of new group submission
- Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs
- Complete tasks in Salesforce / Agency Management System
- Attend and complete any training sessions or assignments as required
- Adhere to client service standards of the department and agency
- Perform other tasks on projects as needed/assigned
Skills
- High school diploma or equivalent degree and at least one year of experience in employee benefits or a corresponding service industry, or equivalent combination of education and experience
- Maine agent's license in Health and Life or the ability to obtain within 6 months from date of hire
- Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage
- High level of patience and empathy while working under pressure
- Basic working knowledge of Microsoft Word and Excel required
- Strong organizational skills, high attention to detail, responsive and self-motivated
- Team player and task oriented
- Possesses a bias for action and avoids workplace distractions
- Position is an in-office position for a minimum of 6 months, after 6 months Hybrid can be reviewed
- College degree
- Intermediate knowledge of Microsoft Word and Excel
- Knowledge of Power Point
Benefits
- Medical
- Dental
- Vision
- 401(k) with match
- Paid time off
- And more
Company Overview
- Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses. It was founded in 1954, and is headquartered in Bangor, Maine, USA, with a workforce of 501-1000 employees. Its website is https://www.crossagency.com/.