Customer Service Representative, Benefits Counselor (100% Remote)

With roots dating back to the 1800s, our Customer is a global professional services firm HQ’d in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Today, they are a unique group of businesses with many enduring competitive advantages. Among them are the quality of their colleagues, deep client relationships, vast global footprint, depth of intellectual capital, and cohesive and collaborative culture. We are seeking a contract Benefits Counselor to help support our Customer's business needs. This role is 100% remote. This is a customer service contact center position with structured scheduling. The role is within a company dedicated to enhancing the health, wealth, and careers of clients and their employees, while also investing in the growth and development of its people. Diversity is highly valued, and the workplace fosters understanding, inclusion, and innovation. Community engagement is a core aspect of the culture, with strong commitments to volunteering and care for local communities. The position offers meaningful, challenging work with opportunities to learn, grow, and advance in a rewarding career path. Employees can expect an exciting work environment with a reputable company and will receive paid training to support success in the role. An active Life and Health Insurance license is required. Active licensing requirements:

• All of these states are required: CA, MI, NY, IN, FL, MA
• They need to be licensed in at least 3 of these states: NJ, OH, MD, PA, VA, CT

Responsibilities

• Handle inbound telephone calls and document all interactions in Salesforce
• Respond to both standard and more difficult customer inquiries regarding various products and services via the phone or email
• Research customer inquiries and follow up with customers as needed via email or outbound phone calls
• Respond formally to correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response to the customer
• Request additional/missing information from the customer via written or verbal communication
• Document client issues and escalate issues to the appropriate parties to resolve
• Ability to troubleshoot basic website errors/questions
• Assist with enrolling customers in various life and health products
• Ability and flexibility of working a scheduled day
• Assisting customers with payments and payment-related questions
• Assisting customers with the claims and claim-related processing

Skills And Qualifications

• HS diploma or equivalent
• Currently holds an active Life and Health Insurance license
• At least 1 year of proven customer service or sales experience
• At least 6 months of experience using MS Office Suite (Word, PowerPoint, Excel)
• Basic computer troubleshooting skills
• Strong oral and written communication skills

Preferred

• Bachelor’s degree
• Prior call center experience
• Bilingual (Fluent in Spanish and English, both written and verbal)
• Previous experience with Group Universal Life, Medical, Dental, Vision, Accident, or Critical Illness products

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications. Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Health Benefits: Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.