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Employee Benefits Client Service Representative

Company: The Horton Group
Location: Orland Park
Posted on: September 21, 2018

Job Description:

JOB TITLE:

Client Service Representative

REPORTS TO: Team

Manager - HBS / Supervisor

EXEMPT/NON-EXEMPT: Non-Exempt

DIVISION: Horton

Benefit Solutions
GENERAL DESCRIPTION - Summary

According to

instruction and established procedures, the Client Service Representative is

responsible for providing superior and accurate data processing assistance in

direct support of sales and service teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the

following:


  • Implement new/existing policy

    data into client database, Applied EPIC, including renewals, rewrites and plan

    changes to ensure the ability to track client information during the life cycle

    of the client.
  • Process additions,

    terminations or changes of employees for their benefit plan(s). This includes communications and follow-up

    with carriers (via carrier web portals, email or phone), finalizing request

    with client and all components documented in the Applied Epic system. Must maintain a high regard for timely

    responses and an understanding of the confidentiality of information.
  • Assist in the preparation

    of meeting materials. Print and prepare the

    meeting materials into binders or folders for sales and/or service staff to

    provide to the client during various types of meetings throughout the year.
  • Take and relay messages

    from clients, carriers, and other industry sources to internal staff. May field inquiries for staff with carriers

    which will need to be documented in the Applied Epic system for tracking

    purposes.
  • Attend and participant in

    peer group and/or carrier meetings, as applicable.


    • Perform other duties as

      requested, including special projects of an administrative nature.


      KNOWLEDGE, SKILLS, AND ABILITIES


      • Bachelor's degree is

        required
      • Life and Health License must

        be obtained within 120 days of the first day of New Hire Onboarding
      • 0-2 years of relevant

        experience
      • Applicable industry

        designations preferred
      • Excellent administrative

        skills, especially in MS Outlook. Must have a high level of organization,

        timeliness and attention to detail.

        BEHAVIOR STANDARDMaintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values of Driven, Excellent and Together.WORKING CONDITIONSFast-paced, multi-tasking environment

        requiring tolerance for schedule change and disruption with potential for

        travel.

        JOB PERFORMANCE STANDARDS

        The job description is intended

        to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other

        duties may be assigned as needs arise or as required to support the essential

        functions.

        PHYSICAL REQUIREMENTS

        Ability to:

        • Perform work on a

          computer for extended periods of time
        • Sit/stand for

          extended periods of time in work area
        • Grasp objects using

          your fingers (fine motor skills)
        • Communicate and

          speak in a clear, concise and professional manner both in person and on the

          telephone.
        • Travel by ground

          transportation as required in performing job duties.
        • Be able to lift and

          carry objects that weigh a minimum of 40 pounds

          Nothing in this job description or in any other written

          documents or forms maintained by The Horton Group, creates, or may be deemed to

          create, an employment contract between The Horton Group and any of its

          employees.

          The Horton Group reserves the right to revise the

          contents of this job description, at any time, without prior notice to its

          employees.

          This job description supersedes any previous oral or

          written job descriptions. *CB #LI-SM1

          Keywords: The Horton Group, Chicago , Employee Benefits Client Service Representative, Sales , Orland Park, Illinois

          Click here to apply!

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