Customer Service Representative

Group Benefits Customer Service Representative

Location: Syracuse or Vestal, NY

Employment Type: Full-time, direct hire

Compensation: $60,000–$80,000+ annually, depending on experience, plus bonus potential

Work Arrangement: Initially onsite for training, with potential hybrid flexibility afterward

A well-established, independently owned insurance agency is seeking a Group Benefits Customer Service Representative to support its growing commercial benefits practice. This is a client-service position focused on group health insurance, account support, enrollments, renewals, coverage questions and claims advocacy.

The ideal candidate will have practical group health insurance knowledge and the confidence to work directly with clients, carriers, underwriters and producers. Four years of experience is preferred but not required; candidates with at least one year of substantive health insurance experience may be considered based on their knowledge, professionalism and ability to learn quickly.

Responsibilities

• Support the ongoing service and administration of group health insurance accounts
• Assist with client and carrier implementation and enrollment processes
• Respond to a high volume of enrollment, waiver, claims and coverage questions
• Assist clients with policy, coverage and claim-related concerns
• Coordinate with insurance carriers, underwriters, clients and producers
• Support open enrollment and renewal activities
• Prepare proposal and renewal documents
• Review policies and endorsements for coverage and accuracy
• Bind coverage within established carrier and agency guidelines
• Create educational materials and other client communications
• Explain service expectations, payment requirements, claims procedures and cancellation processes
• Troubleshoot service issues and develop practical solutions
• Maintain accurate and complete account documentation
• Participate in occasional client meetings, presentations and enrollment events
• Identify potential coverage gaps and communicate recommendations to the producer
• Deliver prompt, professional and courteous service that supports client retention

Qualifications

• At least one year of meaningful group health insurance or employee benefits experience; additional experience strongly preferred
• Working knowledge of group medical coverage, enrollments, renewals and client service
• Professional, articulate and comfortable communicating with clients
• Strong analytical, decision-making and problem-solving abilities
• Able to manage multiple accounts, deadlines and competing priorities
• Self-motivated, organized and capable of working independently
• Comfortable learning and using insurance technology and online systems
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, including Excel and Outlook
• Ability to maintain sensitive and confidential information
• Willingness to attend occasional client meetings or presentations with minimal travel
• Experience with Applied EPIC is preferred but not required.
• An active New York Life, Accident and Health Insurance Agent license is helpful but is not required at the time of hire. The selected employee must be willing to obtain the appropriate license after joining the organization.

Compensation and Benefits

• $60,000–$80,000+ base salary, depending on experience and ability to contribute
• Bonus potential
• Employer-paid health insurance
• Employer-paid life insurance
• Employer-paid long-term disability coverage
• 401(k) plan with employer match
• Potential hybrid flexibility following successful onsite training

This is an excellent opportunity for a knowledgeable group benefits professional who enjoys helping clients, solving problems and building long-term relationships within a growing insurance practice.

For confidential consideration, send resume to [email protected]

Sapphire Recruitment is an EOE