Senior Account Service Representative

Woodrow Cross•Newburyport, MA

3d•$70,000 - $85,000•Onsite

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. TITLE: Senior Account Service Representative DIVISION: EMPLOYEE BENEFITS – Boston REPORTS TO: VP of Client Services STATUS: FULL-TIME; EXEMPT; NON-REMOTE POSITION PURPOSE Foster long-term relationships between Cross clients and their employees. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. Build solid partnership with Producers, Account Executives and Account Managers. Make a positive contribution to the overall success of the Wakefield/Newburyport Cross EB Team.

Requirements

College degree required
At least four years of experience with an employee benefits brokerage firm.
Massachusetts agent’s license in Health, Life and Disability
Experience with both Fully-Insured and Self-Insured Financial Arrangements
Possess strong verbal and written communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.
Advanced working skills with Microsoft Excel (data manipulation, macros, formulas), Power Point and Word.
Strong organizational and analytic skills, high attention to detail, responsive and self-motivated
High level of patience and empathy while working under pressure.
Team player and task oriented.

Responsibilities

Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility, employee benefit system and claims questions/concerns along with other issues as they may arise.
Notify Producer/Account Executive and/or Account Manager of any service, elevated billing, enrollment or claim issues.
Consolidate data files to provide cohesive Excel enrollment or claim files in Cross or carrier format, using pivot tables, V-look up and other intermediate functions.
Build annual open enrollment Power Point slide deck, ee election forms benefit guides and or brain shark training tool.
Coordinated open enrollment meetings and additional communication pieces.
Manage customer enrollments/terminations requests in appropriate carrier websites in coordination with the Enrollment Specialist.
Create and maintain daily customer service, new group, and pre & renewal activities in CRM data-base (Salesforce) based on Cross best practices.
Prepare pre-renewal notice for carrier submission, obtain and send renewal to Account Manager with copy to Producer and Account Manager; request current census; market and quote benefit products with assistance of Producer/Account Manager; review quotes for accuracy; produce proposal for presentation to client.
Assist in preparation of Wrap Plan Document and SPD including audit that all in force policies have a COO on file.
Gather required data for preparation of 5500.
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 renewal tasks in Sales Force and document renewal folders in Sales Force
Assist team with building new groups in Navigator and gather required documentation for updating renewal plans.
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.