• Customer Service Representative (Employee Benefits)

    Job ID
    # of Openings
    Employee Benefits Service
  • Overview

    Job Title: Customer Service Representative (Employee Benefits)

    Department: Customer Service

    Reports to: Customer Service Supervisor

    FLSA Status: Non-Exempt



    Summary:Responsible for day-to-day customer service and enrollment of designated client accounts.


    • Talk with client employees and HR contacts by phone concerning employee benefit related questions, including Flexible Spending Accounts (FSA) and Health Reimbursement Arrangements (HRA)

    • Answer and file various email questions of participants and HR contacts through multiple email boxes
    • 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 AP Benefit 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


    • 2-Year or 4-Year College Degree Preferred
    • 2+ years of office environment working experience or combination of education
    and/or equivalent work experience
    • Life and Health Insurance License and/or obtain within 90 days
    • Outstanding verbal communication skills and attention to detail
    • Strong PC skills with the aptitude to learn new systems.
    • Knowledge of health, life, disability, FSA and HRA plans preferred


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