Benefits consulting agency is seeking an individual with an energetic, pleasaant personality to assist Account Manager in servicing current and developing new clients.    Applicant needs strong oral and written communication skills, organizational ability, proficiency with excel and Microsoft products, and a desire to grow both professionally and personally in a friendly, fast-paced environment.  Competitive salary plus bonus, comprehensive benefits. 
Service Representative – Job Description

1. Loading and maintaining client details and plan information into client database.
   
   
2. Bids and proposal preparation for Account Manager block of business.
   
   
3. Strategic planning with Account Manager on benefit designs and recommendations.
   
   
4. Problem solving and troubleshooting for the client including billing and claim resolution.
   
   
5. Organization of client files, both electronic and hard copy, updating information as needed.
   
   
6. Maintain client and vendor relationships with key decision makers.
   
   
7. Assist with employee education meetings during both open enrollment & during the year.
   
   
8. Facilitate carrier/benefit changes for block of business.
   
   
9. Update and maintain Value Added Services.
   
   
10. Project management as it pertains to company goals and vision – as deemed appropriate by management.
    
    
11. Work with Account Manager identifying opportunities for sales goal.

   12.    Responsible for knowing market trends and new product information.

PERFORMANCE CRITERIA

• Internal & External Customer Service
  
• Professional Vision
  
• Teamwork & leadership
  
• Communication
  
• Decision Making Skills
  
• Work Ethic
  
• Knowledge & Experience
  
• Employee Motivation & Development
  
• Project Management