Benefit Service Center Representative

Benefits Service Representative

Position Overview

We are seeking a customer-focused Benefits Service Representative to support employees with questions related to their benefit plans and enrollment. This role serves as a key point of contact for client employees, delivering a high-quality service experience while ensuring accurate processing of benefit information.

Key Responsibilities

• Respond to inbound calls and make scheduled outbound calls to assist employees with benefits-related inquiries
• Guide employees through benefit plan options and complete enrollments over the phone in a clear and professional manner
• Accurately enter and maintain enrollment data in internal systems
• Assist with common service requests including ID card replacements, provider searches, address updates, and qualifying life events
• Support resolution of claims issues, disputes, and escalated service concerns
• Review and confirm all coverage selections, dependents, and payroll deductions with employees
• Document all interactions, including calls and emails, within tracking systems to meet performance expectations
• Complete administrative and follow-up tasks efficiently to ensure timely processing
• Maintain confidentiality of all client, carrier, and company information

Qualifications

• High school diploma required; bachelor's degree preferred
• Bilingual in English and Spanish required
• Prior experience in employee benefits or the insurance industry preferred
• Active California Life and Disability License, or ability to obtain within 6 months of hire
• Strong understanding of employee benefit plans
• Excellent communication and customer service skills
• Ability to manage multiple tasks and client accounts in a fast-paced environment
• Proficiency in Microsoft Office Suite
• Experience with virtual meeting platforms such as Microsoft Teams or Zoom

Professional Expectations

• Demonstrate professionalism, integrity, and a strong customer service orientation
• Work collaboratively with team members to achieve departmental and organizational goals
• Exhibit strong attention to detail and a commitment to accuracy
• Actively pursue ongoing learning and professional development opportunities

Work Environment & Physical Requirements

• Office-based role in a professional business environment
• Regular use of computers and standard office equipment
• Ability to sit for extended periods and perform repetitive computer tasks