We are seeking customer-focused professionals who enjoy helping others and thrive in a fast-paced, service-driven environment. In this role, you'll serve as a trusted resource for members and employer groups, guiding them through important life events, benefits decisions, and enrollment needs while delivering a high-touch, white-glove customer experience.

No two days are the same. You'll have the opportunity to make a meaningful impact by assisting individuals with everything from retirement planning and benefit changes to navigating complex coverage questions. Ideal candidates are strong communicators who enjoy problem-solving, learning new information, and building relationships over the phone.

Key Responsibilities

Member & Employer Support

• Serve as the primary point of contact for benefit-related inquiries.
• Guide members through life events and benefit changes, such as:
• Retirement and annuity questions
• Adding dependents following childbirth
• Benefit enrollment and coverage updates
• Plan and account changes
• Help callers understand processes and next steps, acting as a resource and advocate throughout the interaction.
• Answer a wide range of benefits-related questions accurately and thoroughly.

Customer Service

• Deliver a high-touch, white-glove customer experience on every interaction.
• Build rapport and provide empathetic support during important life and financial decisions.
• Assist both employer groups and plan members with benefits administration needs.

Systems & Documentation

• Navigate CRM systems and document customer interactions accurately.
• Initially utilize the current CRM platform while transitioning to a new system.
• Maintain data integrity and provide accurate information across multiple platforms.