Service Representative
Location: Dayton, OH
Send resumes to hr@mcgohanbrabender.com
Essential Functions & Responsibilities:
- Cultivate and maintain amicable relationships with clients and carriers
- Serve as an extension to the Account Management team by responding to client and carrier inquiries and day-to-day questions/issues
- Maintain web based Customer Relationship Management (CRM) software (i.e. Gen4)
- Work hand-in-hand with the Account Manager during and after the renewal process and serve as an “extension” of the AM where appropriate
- Manage on-line client health enrollment data collection process (i.e. Form Fire)
- Educate employers on carrier programs where appropriate (i.e. on-line enrollment)
- Coordinate and conduct employee meetings as requested by the client and AM team
- Coordinate benefit booklets and employee communications for clients, where needed
- Assist with carrier replacement and new group implementation processes
Qualifications:
To perform this job successfully, an individual must be able to demonstrate each essential responsibility/duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Minimum of one year administrative/clerical experience and/or training
- Demonstrates proficiency in Microsoft Windows software applications, including Word, Excel, and PowerPoint
Knowledge, Skills & Abilities:
- Must be a “self-starter” and take initiative in meeting client’s needs (pro-active versus re-active)
- Passion and drive to serve in a client facing position
- Ability to work independently with little supervision
- Attention to detail
- Personality and skill set that works well with the team
- Problem solving skills
- Verbal and written communication skills
- Ability to multi-task and prioritize workload
- Ability to vocalize concerns/questions
- Ability and comfort in presenting in front of groups