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  • Personal Lines Insurance CSR

    Summit Bridge Partners 4.5company rating

    Baltimore, MD jobs

    Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions
    $50k-70k yearly 3d ago
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  • Customer Service Specialist

    The Phoenix Group 4.8company rating

    Los Angeles, CA jobs

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. What You'll Do Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. What We're Looking For Strong verbal and written communication skills. A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed. Your Background High school diploma or equivalent required. 3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support). Prior exposure to professional services or corporate environments a plus. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $35k-45k yearly est. 1d ago
  • Commercial Lines Client Service Rep

    Summit Bridge Partners 4.5company rating

    Baltimore, MD jobs

    About the Role The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. Key Responsibilities ● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. ● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. ● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. ● Maintain accurate client and policy information in the agency management system. ● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. ● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. About the Candidate The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions Free parking Work Environment In-office role (Monday to Friday schedule). Communication channels include phone, email, and team collaboration platforms Small team with supportive culture and a mix of independent and group tasks
    $60k-80k yearly 3d ago
  • Customer Service Representative

    Employee Benefits Corporation 4.4company rating

    Madison, WI jobs

    Employee Benefits Corporation is hiring a Customer Service Representative. The Customer Service Representative is responsible for interacting with customers via telephone or email to address inquiries and resolve concerns regarding Employee Benefits Corporation's products and services. This position has frequent customer contact and interacts across multiple departments on a daily basis. This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Responsibilities Include: Manage a high volume of calls in a timely and effective manner Establish rapport and trust with all customers, ensuring a high quality and meaningful experience is delivered with every interaction Obtain information from multiple systems and relay to customers in a seamless manner. Maintain and proactively manage CRM database, documenting each customer interaction and action in a timely, compliant manner and in adherence with departmental standards Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve requests and inquiries De-escalate situations involving dissatisfied customers, offering patient assistance and support Qualifications: High School diploma or equivalent 2 years customer service experience Ability to remain calm when dealing with challenging customers Excellent listening, verbal and written communication skills Strong attention to detail Ability to articulate relevant information in an organized and concise manner Demonstrated experience de-escalating customer issues Enthusiasm for working in a fast-paced, structured environment Strong ability to multi-task Strong critical thinking skills to help manage difficult situations Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs Basic working knowledge of Microsoft Word and Outlook Preferred Qualifications: Associate degree in Business or related field Previous experience in a high volume call center Demonstrated ability to guide customers through troubleshooting and navigating various company systems and the mobile application Experience providing customer service for a variety of products in the financial services or healthcare industry We Offer: A friendly, collaborative team environment A competitive compensation and benefits package that includes employee-ownership Opportunities for personal and professional growth Flexible scheduling to encourage and support a healthy work-life balance More About Us: Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ? Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request. If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .
    $32k-40k yearly est. 3d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    Los Angeles, CA jobs

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.
    $33k-43k yearly est. 23h ago
  • Customer Service Representative

    Employee Benefits Corporation 4.4company rating

    Wisconsin Dells, WI jobs

    Employee Benefits Corporation is hiring a Customer Service Representative. The Customer Service Representative is responsible for interacting with customers via telephone or email to address inquiries and resolve concerns regarding Employee Benefits Corporation's products and services. This position has frequent customer contact and interacts across multiple departments on a daily basis. This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Responsibilities Include: Manage a high volume of calls in a timely and effective manner Establish rapport and trust with all customers, ensuring a high quality and meaningful experience is delivered with every interaction Obtain information from multiple systems and relay to customers in a seamless manner. Maintain and proactively manage CRM database, documenting each customer interaction and action in a timely, compliant manner and in adherence with departmental standards Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve requests and inquiries De-escalate situations involving dissatisfied customers, offering patient assistance and support Qualifications: High School diploma or equivalent 2 years customer service experience Ability to remain calm when dealing with challenging customers Excellent listening, verbal and written communication skills Strong attention to detail Ability to articulate relevant information in an organized and concise manner Demonstrated experience de-escalating customer issues Enthusiasm for working in a fast-paced, structured environment Strong ability to multi-task Strong critical thinking skills to help manage difficult situations Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs Basic working knowledge of Microsoft Word and Outlook Preferred Qualifications: Associate degree in Business or related field Previous experience in a high volume call center Demonstrated ability to guide customers through troubleshooting and navigating various company systems and the mobile application Experience providing customer service for a variety of products in the financial services or healthcare industry We Offer: A friendly, collaborative team environment A competitive compensation and benefits package that includes employee-ownership Opportunities for personal and professional growth Flexible scheduling to encourage and support a healthy work-life balance More About Us: Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ? Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request. If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .
    $32k-40k yearly est. 3d ago
  • Client Services Representative

    Venbrook 3.3company rating

    Irvine, CA jobs

    JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows
    $28.9-33.7 hourly 23h ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    New York, NY jobs

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. What You'll Do Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. What We're Looking For Strong verbal and written communication skills. A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed. Your Background High school diploma or equivalent required. 3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support). Prior exposure to professional services or corporate environments a plus. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $31k-40k yearly est. 23h ago
  • Customer Service and Sales Representative

    HMSA 4.7company rating

    Kapolei, HI jobs

    Performance Meet established marketing plan goals, and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities. Perform quick and efficient transaction fulfillment of telephone calls or email from prospective or current HMSA employer groups and members. Proactively promote HMSA and USAble product options and meet established HMSA and USAble sales goals. Protect HMSA's market share through the successful renewal and retention of assigned accounts. Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing. Prepare proposals for new small group, new individual plans, Medicare plans, plan upgrades, and additions and modifications to existing plans. Support phone inquiries for senior plan sales during annual enrollment period. Meet goals, sales and retention quotas, and minimum activity standards. Relationships Serve as the "face of HMSA" to provide HMSA products and servicing to our small business, individual plan, and Medicare plan customers. Coordinate problem solving associated with group and member inquiries. Manage internal and external customer relationships to ensure that employer/member product and servicing needs are identified and addressed. Expand relationships with groups through the sale of new products. All employees are assigned to health, and product fairs and public service events throughout the year, to represent HMSA at public events. Administrative Maintain accurate records of all account activity and provide management with a weekly report on sales opportunities, proposals, jeopardy/lost accounts, sales activities, and servicing issues. Performs all other miscellaneous responsibilities and duties as assigned or directed. #LI-Hybrid
    $40k-45k yearly est. 1d ago
  • Portal Services Representative I

    Skygen 4.0company rating

    Menomonee Falls, WI jobs

    Important things YOU should know: Schedule: Monday - Friday, 8:00am - 4:30pm CST Please know hours of operation are 8:00am - 6:00pm CST so shift could flex based on business need. Fully Remote What will YOU be doing for us? Increase member, provider and client use of our web based solutions for claims submission, payments, and authorizations. What will YOU be working on? Provide education to callers on the benefits of utilizing the member and provider insurance portals. Service dental, medical, vision and physical therapy members and providers using the member and provider portals offered by SKYGEN USA. Provide feedback to multiple internal departments regarding issues found on the member and provider portals. Ensure all calls are answered according to company and client guidelines. Accurately document call information and resolution in internal systems while engaging with members and providers. Properly identify potential issues that are not easily resolved and escalate appropriately to Manager. Perform outbound calling projects as directed. Additional Responsibilities: Utilize multiple modules in the Enterprise System to research portal questions. Work with internal departments to produce, maintain, and deliver portal training references and materials. Work with call center to resolve outstanding follow ups generated from incoming calls. Using automated systems, maintain updated data on portals by verifying accuracy and handling any exceptions or issues. Act as a liaison between portal users and clients to resolve escalated issues. Provide recommendations on system enhancements and process improvements to management. Assist department with administrative tasks and additional duties as needed. What qualifications do YOU need to have to be GOOD candidate? Required Level of Education, Licenses, and/or Certificates High school diploma/GED required Required Level of Experience 1 year of customer service experience (Call Center, Provider Relations). Required Knowledge, Skills, and Abilities Intermediate knowledge of Microsoft programs (Word, Excel, and email) Excellent attention to detail Excellent oral and written communication skills Ability to successfully meet timelines for project plans Strong navigation skills and the ability to multi-task What qualifications do YOU need to have to be a GREAT candidate? Preferred Level of Education, License, and/or Certificates Associates degree/2 year degree in related field Preferred Level of Experience 1-3 years of customer service experience (Call Center, Provider Relations). Preferred Knowledge, Skills, and Abilities Knowledge of contract terminology Understanding of reimbursement methods Knowledge of dental, medical, physical therapy and vision products and terminology
    $31k-49k yearly est. 5d ago
  • Customer Service Representative I

    Santa Clara Family Health Plan 4.2company rating

    San Jose, CA jobs

    Salary Range: $54,647 - $79,237 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status:Non-Exempt Department:Customer Service Reports To:Supervisor, Customer Service Employee Unit:Employees in this classification are represented by Service Employees International Union (SEIU) Local No. 521 GENERAL DESCRIPTION OF POSITION The Customer Service Representative I answers inbound calls and makes outbound calls to support Customer Service Department operations in a manner that maintains compliance with Medicare and Medi-Cal regulatory requirements and achieves Call Center service-level objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below. Act as the primary point of contact and liaison for SCFHP members and providers contacting the plan regarding general inquiries, concerns or requests for information. Develop a general understanding of all member facing materials, communications and interactions and be prepared to respond appropriately to follow up calls. Answer inbound calls and/or place outbound calls in a high call volume environment and work directly with members and providers to accurately and completely answer inquiries involving SCFHP program services and benefits. Follow established guidelines and resources to respond to member and provider inquiries and resolve concerns in an accurate, timely, professional, and culturally competent manner. Intake, handle and coordinate member grievances, appeals and billing issues, escalating to the Grievance and Appeals department, when necessary. Educate members and providers on eligibility, and medical and pharmacy benefits and how to access services in a manner that achieves excellent service standards and maintains high customer satisfaction. Use listening skills and judgment to appropriately categorize and accurately document all contacts and follow-up actions regarding member and provider communications and activities in accordance with established guidelines. Appropriately handle member and provider requests through alternative channels such as e-mail, voicemail, fax, walk-in, etc. in accordance with established procedures. Triage member and provider requests or inquiries for other departments. Conduct member surveys as assigned in accordance with established guidelines. Attend and actively participate in daily, weekly, and monthly departmental meetings, in-services, training and coaching sessions. Identify member/provider issues and trends and report relevant information to management. Perform other related duties as required or assigned. REQUIREMENTS - Required (R) Desired (D) The requirements listed below are representative of the knowledge, skill, and/or ability required or desired. High School Diploma or GED. (R) Minimum one year of experience in Customer Service or Call Center role, preferably within a Health Care, Public Assistance or Human Services programs. (R) Prior experience with managed care plans, Medi-Cal and Medicare programs, and working with underserved populations. (D) Ability to meet Key Performance Indicators by participating in and achieving the standards of the Customer Service Call Center Quality Program. (R) Spanish, Vietnamese, Chinese, or Tagalog language bi-lingual skills. (D) Working knowledge of and the ability to efficiently operate all applicable computer software including computer applications, such as Outlook, Word and Excel. (R) Ability to use a keyboard with moderate speed and a high level of accuracy. (R) Excellent communication skills including the ability to express oneself clearly and concisely when providing service to SCFHP Plan members and providers over the telephone, in person or in writing. (R) Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R) Ability to assume responsibility and exercise good judgment when making decisions within the scope of the position. (R) Ability to maintain confidentiality. (R) Ability to comply with all SCFHP policies and procedures. (R) Ability to perform the job safely with respect to others, to property, and to individual safety. (R) WORKING CONDITIONS Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to frequent contact with and interruptions by co-workers, supervisors, and plan members or providers in person, by telephone, and by work-related electronic communications. PHYSICAL REQUIREMENTS Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation: Mobility Requirements:regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R) Lifting Requirements:regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R) Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R) Dexterity Requirements:regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R) Hearing/Talking Requirements:ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R) Reasoning Requirements:ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person and by telephone throughout a typical workday; attention to detail. (R) ENVIRONMENTAL CONDITIONS General office conditions. May be exposed to moderate noise levels. EOE (function () { 'use strict'; social Share.init(); })();
    $54.6k-79.2k yearly 3d ago
  • Group Benefits Client Services Representative

    Seltzer Group Partners 3.6company rating

    Bethlehem, PA jobs

    About Us Founded in 1948, Seltzer Group Partners offers businesses and people the best insurance programs available, delivers superior risk-management solutions and provides exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk. This enables us to deliver the highest-quality coverage that protects what they value most. Today, Seltzer Group Partners works with individuals and businesses in 11 different locations in eastern Pennsylvania, including Orwigsburg, Pottsville, Emmaus, Reading, Myerstown, Mount Penn, White Haven, Reading, Honey Brook, Lansford and Bethlehem. We also serve customers in Bradenton, FL. Seltzer Group Partners provides a team of people to help our clients with a wide range of specialized services. Every client is assigned a Client Advocate to quarterback and champion our client's specific business needs across our portfolio of different services. Each service area, whether it's business insurance, workers' compensation management, disaster recovery, safety, personal insurance or human resources management, has its own practice leader who also works directly with clients on those specific issues. Group Benefits Client Service Representative Responsibilities: Represent the Agency in a professional, ethical, and courteous manner consistent with the Agency image Develop and maintain relationships with clients to retain business Receive and return calls in a professional, timely and courteous manner, providing a positive client experience Manage the client and employee email inbox Document each customer interaction in the agency management system Enter data into the agency management system as needed for each client Process enrollments and terminations on the carrier portal Maintain confidentiality of company and client information All other duties, responsibilities or activities as assigned by management Qualifications: High School diploma required; Associate or Bachelor's degree preferred Active Pennsylvania Life & Health Insurance License, or the willingness to obtain the license Proficiency with Microsoft Office Suite (Word, Excel, Outlook) Experience with an agency management system, preferably Applied Epic, and Employee Navigator a plus Active desire to pursue learning through education Demonstrate persistence and ability to overcome obstacles Self-motivated to set and achieve goals Ability to manage one's own time Effectively organize, plan, and prioritize workload Ability to take direction and work both independently and as part of a team Strong oral and written communication skills Ability to listen and speak effectively to others Hours: Monday-Friday, 8:30am-4:30pm (In Office Schedule) Office Location: 60 W. Broad Street, Suite 302, Bethlehem, PA 18018 Benefits: Competitive Compensation Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $41k-61k yearly est. 23h ago
  • Customer Service Representative

    Brightway Insurance 4.4company rating

    Jacksonville, FL jobs

    Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking Customer Service Representative (CSR) to join our team Position Summary: As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed. Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with policy changes, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling Qualifications: High school diploma or equivalent required; college degree a plus 4-40 Customer Service License required 1+ years of experience in insurance or a customer service-related role preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us? Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in people's lives
    $27k-33k yearly est. 5d ago
  • Senior Customer Service Representative

    Brightway Insurance 4.4company rating

    Melbourne, FL jobs

    The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.
    $33k-38k yearly est. 4d ago
  • Senior Customer Service Representative

    Brightway Insurance 4.4company rating

    Boca Raton, FL jobs

    The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.
    $33k-38k yearly est. 23h ago
  • Bilingual English and Japanese Customer Service Representative

    Unitedhealth Group 4.6company rating

    Tampa, FL jobs

    $1000 Sign-On Bonus for External Candidates This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do.Or, the opposite, not being able to get the answers.At UnitedHealth Group, we want our customers to get those answers by speaking to one of our Bilingual Representatives.If you're fluent in English and Japanese, we can show you how to put all of your skills, your passions and your energy to work in a fast - growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. The Customer Service Representative is responsible for handling all incoming Billing, Eligibility, benefits, claims, appeals and grievances calls, chat, e-mails and serving as the primary point of contact for departmental inquiries. This role provides expertise and customer service support to members, customers, and / or international providers through direct phone - based interactions, resolving a wide range of inquiries. This position is full time (40 hours / week). Employees must be willing to work any shift in a 24 / 7 department, including weekends, holidays, and occasional overtime based on business needs. We provide 12 weeks of paid training, which is mandatory (no PTO during this period). The hours during training will be 8:00am - 4:30 pm EST from Monday - Friday. After training is complete, your assigned shift will remain fixed. Training will be conducted virtually from your home. Primary Responsibilities: Ensures quality customer service for internal and external customers Responds to incoming customer service requests, both verbal and written (calls, emails, chats) Places outgoing phone calls to complete follow - up on customer service requests as necessary Identifies and assesses customers' needs quickly and accurately Solves problems systematically, using sound business judgment Partners with other billing and eligibility department representatives to resolve complex customer service inquiries Monitors delegated customer service issues to ensure timely and accurate resolution Applies appropriate communication techniques when responding to customers, particularly in stressful situations Informs and educates new customers regarding billing / invoicing set up and billing / payment procedures Addresses special (ad - hoc) projects as appropriate You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 1+ years of customer service experience with analyzing and solving customer problems 1+ years of experience with Windows personal computer applications which includes the ability to learn new and complex computer system applications Bilingual fluency in English and Japanese Must be willing to work any shift in a 24 / 7 department, including the flexibility to work weekends, holidays, and occasional overtime based on business needs Preferred Qualifications: 2+ years of customer service experience in a call center environment Experience in the healthcare industry Telecommuting Requirements: Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service (UHG requires a wired internet connection: cable, DSL, or fiber internet service with upload and download speeds suitable for the role and approved by operations. Minimum speed standard is 20mbps download / 5mbps upload. Wireless service such as satellite, hot spot, line of sight antenna cannot be used for telecommuting.) Soft Skills: Comfortable with communicating via email, chat, and phone calls to provide support and resolve inquiries Understanding customer concerns accurately and responding appropriately Using sound judgment to resolve issues systematically *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 - $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RED
    $17.7-31.6 hourly 1d ago
  • Call Center Representative -Direct Connect

    West Bend Mutual Insurance 4.8company rating

    West Bend, WI jobs

    Recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We're committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities. Job Summary In this role, you'll specialize in handling calls from agents requesting policy changes, routing calls throughout the organization or entering new first report of claims. You'll guide every caller with clear, friendly, and jargon-free support. You'll also process tasks in our work queue to help us meet our service level goals - and jump in on other projects as needed. If you love helping people and thrive in a fast-paced environment, we'd love to hear from you! Training(CST): 8:00am-4:30pm Schedule After Training(CST): * Schedule #1: Tuesday-Friday 8:00am-4:30pm and Saturday 7:30am-4:00pm * Schedule #2: Monday-Friday 10:00am-6:30pm * Schedule #3: Monday-Friday 9:00am-5:30pm Work Location This position offers both remote and hybrid work locations. Candidates who reside within 50 miles of an office location (West Bend, Madison, Appleton) may work hybrid (3 days/office) or remote. Candidates who are fully remote may occasionally be asked to travel to an office location for in-person engagement activities such as team meetings, training and corporate events. Responsibilities & Qualifications Summary of Responsibilities In this vital role, you'll be the first point of contact for agents, providing friendly, clear, and jargon-free support. Your day-to-day will include assisting with policy change requests, routing calls to the appropriate departments, and entering new first report of claims. You'll also help us stay on track by processing tasks in our work queue and lending a hand on special projects when needed. If you thrive in a fast-paced environment and enjoy helping others, this is the perfect opportunity for you. Preferred Experience and Skills * 1 year experience in the insurance industry * Customer service skills * Data entry skills * Knowledge of personal computers * Interpersonal skills * Telephone skills Preferred Education and Training * High school diploma or equivalent * Some college preferred Salary Statement The hourly range for this position is $19.67-$22.00. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: * Medical & Prescription Insurance * Health Savings Account * Dental Insurance * Vision Insurance * Short and Long Term Disability * Flexible Spending Accounts * Life and Accidental Death & Disability * Accident and Critical Illness Insurance * Employee Assistance Program * 401(k) Plan with Company Match * Pet Insurance * Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates * Bonus eligible based on performance * West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion. INDSP #LI-LB1
    $19.7-22 hourly Auto-Apply 8d ago
  • Welcome Call Specialist

    Group Health Cooperative 3.2company rating

    Altoona, WI jobs

    The Welcome Call Specialist is responsible for providing exceptional customer service and welcoming all new Group Health members to the health plan. Functions Make outbound welcome calls to our members in a pleasant, professional and efficient manner assuring exceptional customer service. Document all incoming and outgoing calls, changes and follow-up information in the Electronic Care Management system. Each call should cover the basic benefits of the product line and highlight the services we provide. Assist members with valid phone numbers for services covered under Forward Health and other helpful resources. Complete assessments with our members in a pleasant, professional, and efficient manner assuring exceptional customer service. Educate members on plan policies and procedures at every opportunity. Make members aware of transportation, telehealth or additional services provided through their health plan benefits. Keep up to date on the various plans and benefit structure under the product lines. Comply with all company policies and procedures. Minimum Requirements of the Position High school graduate or equivalent. Minimum one year of customer service experience, call center experience preferred. Excellent communication and customer service skills. Proficient in the use of Microsoft Word and Excel. Knowledge of Medicare, Medicaid, CPT / ICD 10 medical billing codes, and medical terminology are beneficial. Group Health Cooperative of Eau Claire complies with applicable Federal civil rights laws and does not discriminate, exclude or treat candidates less favorably on the basis of race, color, national origin (including limited English proficiency and primary language), age, disability, or sex (including sex characteristics, including intersex traits; pregnancy or related conditions; sexual orientation; gender identity; and sex stereotypes). The Cooperative is committed to fostering a caring and compassionate environment while ensuring that individual differences are valued. The Cooperative is a quality driven cooperative built on collaboration, community involvement, innovation, and belonging. It is essential that all employees and members feel secure and welcome, that the opinions and contributions of all individuals are respected and that all voices are heard. This full time position offers an outstanding benefit package, including three weeks of vacation the first year, a generous retirement plan, health and dental insurance, a wellness program, and much more! If you are interested in working for an organization focused on a team atmosphere and is dedicated to providing exceptional service submit your resume today! Send resume to: ************************. Group Health Cooperative of Eau Claire is an affirmative action and equal opportunity employer.
    $34k-41k yearly est. Easy Apply 2d ago
  • Call Center Representative

    Farmers Insurance Federal Credit Union 3.7company rating

    Burbank, CA jobs

    Job Description Provides high quality support and service to credit union members through various communication channels. Utilizes established skills to perform a variety of routine activities and demonstrates and understanding of individual responsibilities support team and organizational goals. Job Responsibilities: · Deliver exceptional customer service to members via phone, email, chat, and video banking. · Build and maintain relationships with members to identify their financial needs and recommend appropriate credit union products and services. · Provide account information and process routine transactions using banking technology and established operating procedures. · Work under moderate supervision while independently managing own workload and daily customer service operations. · Schedule and conduct follow up communications with members through email or chat. · Meet individual sales goals and contribute to overall branch targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement. · Proactively promote credit union memberships, deposit products, and consumer loans through outbound calls, marketing initiatives, and member referrals. · Strengthen existing member relationships by recommending efficient, and thoughtful financial solutions tailored to their needs. · Perform other duties and responsibilities as assigned. Experience: · High School Diploma or equivalent required. · Two years' experience working in a customer service position required. · One year's experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, banking/video banking) is preferred.
    $31k-39k yearly est. 2d ago
  • Dental Call Center Specialist - HRI Dental

    Health Resources 3.8company rating

    Evansville, IN jobs

    Department: Health Services Weekly Hours: 40 Status: Full time Shift: Days (United States of America) As a Dental Call Center Specialist, you will communicate with outside clients (dentists, members, agents and employer groups) for claim, enrollment and benefit service support. You will direct clients to the website to verify enrollment, benefits and submit claims/pretreatments. You will also provide assistance and training for all web-based functions. The above summary is intended to describe the general nature and level of work performed in this role. It should not be considered exhaustive. REQUIREMENTS High School diploma or equivalent PREFERRED REQUIREMENTS 1-2 years experience in telephone sales or telephone-based customer service ProMedica is a mission-driven, not-for-profit health care organization headquartered in Toledo, Ohio. It serves communities across nine states and provides a range of services, including acute and ambulatory care, a dental plan, and academic business lines. ProMedica owns and operates 10 hospitals and has an affiliated interest in one additional hospital. The organization employs over 1,300 health care providers through ProMedica Physicians and has more than 2,300 physicians and advanced practice providers with privileges. Committed to its mission of improving health and well-being, ProMedica has received national recognition for its clinical excellence and its initiatives to address social determinants of health. For more information about ProMedica, please visit promedica.org/aboutus. Benefits: We provide flexible benefits that include compensation and programs to help you take care of your family, your finances and your personal well-being. It's what makes us one of the best places to work, and helps our employees live and work to their fullest potential. Qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, religion, sex/gender (including pregnancy), sexual orientation, gender identity or gender expression, age, physical or mental disability, military or protected veteran status, citizenship, familial or marital status, genetics, or any other legally protected category. In compliance with the Americans with Disabilities Act Amendment Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a job with ProMedica, please contact employment@promedica.org Equal Opportunity Employer/Drug-Free Workplace
    $33k-43k yearly est. Auto-Apply 8d ago

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