Customer Service Representative

Job ID
# of Openings
Customer Service/Support
US-MD-Hunt Valley


Job Title: Customer Service/Enrollment Representative

Department: Customer Service

Reports To: Customer Service Supervisor

FLSA Status: Non-exempt


Summary: This role is responsible for day-to-day customer service and enrollment of designated client accounts.


  • Talk with client employees and HR contacts by phone concerning health insurance related questions
  • Key client employee enrollment data into internet based computer system using established office procedures
  • Handle diverse customer service situations between employees, employers and insurance carrier vendors in a professional manner
  • Process client employee changes and terminations following established office procedures
  • Track open carrier or client employee issues and report on progress toward completion.
  • Assists client contacts with general insurance rules and compliance
  • Reviews benefit communication material for accuracy and completeness.
  • Represents Crawford Advisors in a positive and professional fashion with both internal and external customers.
  • Provides team and client with appropriate timelines to ensure that expectations and turnaround times are met.
  • Maintains composure and effectiveness under pressure in a deadline driven environment.
  • Performs other duties as assigned.


  • High School Graduate or equivalent experience
  • 2 year college degree preferred
  • 2-4 years of office environment working experience
  • Good grammar, voice and diction
  • Good written communication, problem solving and organization skills
  • Outstanding verbal communication skills and attention to detail
  • Excellent customer service focus
  • Strong PC skills with the aptitude to learn new systems.
  • Performs duties with independent judgement
  • Ability to manage multiple priorities and to respond to needs of teammates without jeopardizing client deliverables
  • Strong research skills and an ability to resolve a majority of issues without assistance




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