Group Benefits Client Services Representative jobs in United States
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Seltzer Group Partners ยท 1 day ago

Group Benefits Client Services Representative

Seltzer Group Partners, founded in 1948, offers superior insurance programs and risk-management solutions. They are seeking a Group Benefits Client Services Representative to develop and maintain client relationships, manage communications, and ensure a positive client experience.

Auto InsuranceEmployee BenefitsFinancial ServicesLife InsuranceRisk Management
Hiring Manager
Dani Rappenecker
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Responsibilities

Represent the Agency in a professional, ethical, and courteous manner consistent with the Agency image
Develop and maintain relationships with clients to retain business
Receive and return calls in a professional, timely and courteous manner, providing a positive client experience
Manage the client and employee email inbox
Document each customer interaction in the agency management system
Enter data into the agency management system as needed for each client
Process enrollments and terminations on the carrier portal
Maintain confidentiality of company and client information
All other duties, responsibilities or activities as assigned by management

Qualification

Pennsylvania Life & Health LicenseMicrosoft Office SuiteAgency management systemCommunication skillsSelf-motivatedTime management

Required

High School diploma required
Active Pennsylvania Life & Health Insurance License, or the willingness to obtain the license
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Active desire to pursue learning through education
Demonstrate persistence and ability to overcome obstacles
Self-motivated to set and achieve goals
Ability to manage one's own time
Effectively organize, plan, and prioritize workload
Ability to take direction and work both independently and as part of a team
Strong oral and written communication skills
Ability to listen and speak effectively to others

Preferred

Associate or Bachelor's degree preferred
Experience with an agency management system, preferably Applied Epic, and Employee Navigator a plus

Benefits

Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays

Company

Seltzer Group Partners

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Seltzer Group Partners is an independent insurance agency that offers customized insurance programs for people and businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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Steve Stramara
Chief Executive Officer
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John T. Campomizzi
Chief Operating Officer
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Company data provided by crunchbase