Employee Benefits Customer Service Associate

The Employee Benefits Customer Service Associate (CSA) is primarily
an internal administrative position and aids the Producers, Account
Managers (AM), Senior Account Managers (SAM), Account Executives (AE)
and clients in handling and processing day-to-day servicing.

The CSA handles service issues for small to medium sized clients with
minimal assistance and aids the Producer/AM/SAM/AE on larger accounts.
The CSA meets the agency standards and is expected to maintain a
positive attitude, express enthusiasm, be flexible and can work under
pressure during peak times.

• Assist team in gathering information necessary for preparation of
  bid specifications.
• Assist team with submission of RFP to the market and with
  follow-up for requested quotes.
• Review all quotes received for accuracy and prepare initial draft
  of comparative analysis for review by the AM/SAM/AE prior to delivery.
• Review small group applications for accuracy and completeness and
  forward to carriers with appropriate documentation.
• Monitor all submissions for quotes, proposals, and applications
  until all material for customer are received.
• Initial proofreading of contracts, policies, and booklets for
  accuracy with an attention to detail.
• Escalate client service issues to AM/SAM.
• Maintain basic current knowledge of the marketplace.
• Provide day-to-day customer service by phone, in-office, emails, etc.
• Provide clerical duties associated with client servicing,
  including but not limited to, updating info in our agency management
  system, client issues in the CRM, printing proposals, labels and
  assembling proposals.
• Set up and maintain customer files according to agency standards.
• Respond to client requests per agency guidelines.
• Handle open follow-ups/activities with daily review and follow up
  within three business days of the follow-up date.
• Serve as liaison between the customer and the carrier by assisting
  with resolving and/or escalating any enrollment, claim issues and
  billing inquiries.
• Other duties as may be assigned.

• No experience required
• High School Diploma or equivalent
• Indiana Life and Health insurance brokers' license required; may
  be obtained upon hire

• Basic knowledge of insurance products, usage and markets preferred
• Good organizational, verbal and written communication skills
• Fully understands computer programs and utilizes programs per
  agency standards
• Proficient in Microsoft Office products such as Word, Excel and
  Power Point
• Able to communicate orally and in writing with others to explain
  issues, receive and interpret information and respond appropriately
• Meets or exceeds department standards regarding job knowledge,
  quality, efficiency, initiative, cooperation, customer service and
  overall performance
• Able to work with minimal supervision and function as part of a
  team or committee
• General knowledge of and ability to operate office equipment and
  software programs

• Medical, Dental & Vision
• Short-Term & Long-Term Disability
• Extended Holiday Weekends
• Flexible PTO
• Paid Parental Leave
• Company Matching Donations
• 401k, Roth Option & Matching
• Life Insurance
• Hybrid Work Environment
• Wellbeing Coaching
• Mental Health Sessions
• Tuition Reimbursement
• Fully remote position will be considered if candidate is more than
  50 miles from local Indianapolis office

Gregory & Appel helps organizations and people grow through
tailored risk management strategies. From helping companies with their
business insurance programs and employee benefits offerings to helping
individuals protect their assets - our team is the difference.

Who wouldn't want to work for a company that:

• Supports community involvement
• Prioritizes diversity, equity and belonging
• Invests in your future
• Gives 10% of profits back into the community