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Group Benefits Client Service Representative

Location: Clearwater, Florida, United States

Company: Marsh & McLennan Agency

Job ID R_049732-en

Bouchard Insurance is consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

We are looking for a Group Benefits Client Service Representative who will provide technical and service support to Account Managers for new clients, during the renewal process and for daily client service functions.

A DAY IN THE LIFE OF A GROUP BENEFITS CLIENT SERVICE REPRESENTATIVE:

  • Prepare renewal census and medical questionnaires in accordance with timelines set by account manager
  • Update future applications for renewal preparation
  • Assist with the timely enrollment and terminations for worksite employees of current clients
  • Initiate and effectively communicate business process improvement strategies, providing alternate solutions
  • Responsible for maintenance of policy detail and system use in accordance with Bouchard Best Practices and Procedures
  • Research and provide recommendations for solutions to client risk management/coverage issues and internal workflow processes
  • Take the initiative to gain proficiently with new tools/technology, as they become available

THE IDEAL CANDIDATE WILL HAVE:

  • Current Florida 2-15 License, or willingness to obtain
  • College degree desirable; or equivalent combination of education and experience
  • Minimum of two years industry experience preferred
  • Intermediate to advanced skills in excel
  • Working knowledge of Benefit Point Management System, or willingness to learn

WHY YOU’LL LOVE BOUCHARD:

  • Personal growth
  • Amazing clients and coworkers
  • Comprehensive benefits
  • Focus on community service
  • Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at www.bouchardinsurance.com

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