What are the responsibilities and job description for the Group Benefits Client Services Representative position at Seltzer Group Partners?
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.