Benefit Services Client Service Representative
Horton Group - Orland Park, IL

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JOB TITLE: Client Service Representative

TO: Team Coordinator

EXEMPT/NON-EXEMPT: Non-Exempt

DIVISION: Horton Benefit Services

GENERAL DESCRIPTION - Summary

The Client Service Representative provides assistance to Sr. Account Managers and Account Executives in the handling of new and renewal business and is responsible for assisting clients with service and claim needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:

Handle client, account management, and insurer service requests while maintaining a concern for timeliness and completeness of information

Ensure all submissions including applications are complete, accurate and meet company requirements and follow-up of any incomplete items

Select markets, develop quotes, prepare spreadsheets and proposal package, and handle most aspects of account marketing without assistance.

Perform 30 day follow-up to be sure new policies, rewrites and plan changes have been processed and new ID cards, correct billing statements, certificates and administration materials have been received by client.

Assist clients with claim resolution.

Know and follow procedure manual and HBS Checklists.

Perform other duties as requested, including exercising discretion and judgment prioritizing workload.

Provide phone backup to Account Executives and Producers.

Handle and process enrollment and Cobra issues requested by client.

Build and revise Benergies. Be aware of new Benergy products available.

Perform other duties as requested, including exercising discretion and judgment prioritizing workload.

KNOWLEDGE, SKILLS, AND ABILITIES

A college degree is desirable or equivalent combination of education and experience.

Must have 2+ years benefit experience and working knowledge and understanding of insurance coverages and carrier products.

Life and Health License

BEHAVIOR STANDARD

Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management.

WORKING CONDITIONS

Fast paced multiple tasking environment requiring tolerance for schedule change and disruption.

JOB PERFORMANCE STANDARDS

The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.

PHYSICAL REQUIREMENTS

Ability to:
Perform work on a computer for extended periods of time

Sit/stand for extended periods of time in work area

Grasp objects using your fingers (fine motor skills)

Communicate and speak in a clear, concise and professional manner both in person and on the telephone

Travel by air or ground transportation as required in performing job duties.

Lift and carry objects up to 40 pounds

Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.

The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.

This job description supercedes any previous oral or written job descriptions.

Horton Group - 23 months ago - save job