CSP Client Service Rep

Engage Employer • Tampa, FL

3d • Remote

About The Position

Engage PEO is seeking a Client Service Representative (CSR) for their Engage Insurance Agency. The CSR will maintain a proactive service plan with the CSP Consultant, ensuring departmental and client needs are met. This role is crucial for maintaining high client and client employee satisfaction by providing quality information. The CSP-CSR will establish strong relationships internally, understand client aspects, and assist with complex client renewals and the bidding process under the guidance of the CSP Consultant and CSP Benefit Manager. The position also involves supporting the CSP Consultant with open enrollment preparation and other necessary tasks.

Requirements

• Bachelor's degree in Business Administration, Insurance, or a related field.
• Minimum of 2-5 years of relevant experience in health benefits.
• Strong problem-solving skills.
• Critical thinking skills.
• Organization skills.
• Clear understanding of how to read a renewal proposal.
• Firm understanding of benefit plans.
• Good understanding of how to utilize ClientSpace (CRM) for final decisions and assigning tasks for internal departments.
• Understand departmental differences and responsibilities for the overall success of the organization.

Responsibilities

• Provide administrative support to the CSP Consultant.
• Contribute to a positive team environment.
• Manage the general insurance inbox for the CSP team.
• Answer incoming calls, facilitate questions, and transfer calls to appropriate internal team members.
• Assist with answering client or employee questions on benefits and day-to-day service matters for CSP clients.
• Be respectful of team members.
• Under the direction of the CSP Consultant, pull renewal insurance proposals from multiple carriers or through General Agencies (GA) for all desired lines of business, proactively within 60 days of a client's renewal unless otherwise dictated by the insurance carrier.
• Maintain files and records on the company's shared drive.
• Pull SBCs for the current plan year.
• Obtain carrier contracts once the renewal is finalized using online carrier portals.
• Update and maintain client renewal records using ClientSpace (CRM) and team tracker.
• Keep track of upcoming renewals and release them to the CSP Consultant and CSP Benefit Manager.
• Assist the CSP Consultant with the bidding process for clients experiencing a 10%+ increase.
• Utilize the Ben Admin BPM/BPO for submission of final decisions to the Ben Admin team.
• Use ClientSpace (CRM) for final decisions and assigning tasks to internal departments.
• Document and communicate information to various departments, understanding departmental differences and responsibilities.
• Determine when customer issues need to be escalated to the CSP Consultant and CSP Manager.
• May assist in preparing for client meetings with the CSP Consultant.
• Follow all CSP team policies and procedures, and internal resources for CSP responsibilities.
• Stay updated on industry trends, competitor offerings, and regulatory changes impacting the insurance agency’s operations.
• Attend carrier trainings and seminars when applicable.

Benefits

• 3 Weeks Paid Time-Off per Year (Increasing with seniority)
• Parental Leave
• Paid Holidays
• Choice of Medical Insurance Plan or HSA with a generous employer contribution
• Life Insurance with an employer-paid base
• Dental and Vision
• Long-Term Disability Insurance with an employer-paid base
• Short-Term Disability Insurance
• Pre-tax Savings on most employee insurance premiums
• Medical Expense Flexible Spending Account
• Dependent Care Flexible Spending Account
• 401(k) enrollment with an automatic match
• Commuter and Parking Pre-tax Benefits
• Pet Insurance/Pet Assure Veterinarian Discount Plan
• Discount Tickets on Theme Parks and Attractions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level