Full-Time

Benefits Customer Service Representative

Posted on 4/18/2024

Corporate Synergies

Corporate Synergies

201-500 employees

Provides employee benefits and insurance consulting


Mid

Philadelphia, PA, USA

Required Skills
Communications
Salesforce
Customer Service
Requirements
  • Bachelor’s degree in Business, Insurance, or a related field is preferred
  • Three plus years’ experience working in customer service/call center environment
  • Experience with an insurance industry carrier, broker, or insurance related vendor
  • Knowledge of eligibility claims, medical coding and billing, etc.
  • Intermediate knowledge of benefit summaries and Benefit Plan Descriptions
  • Strong verbal and written communication skills
  • Excellent multi-tasking and organizational skills
  • Ability to take initiative, prioritize workload, and meet tight deadlines
  • Excellent phone mannerisms
  • Above-average follow-through and persistence required to be successful
  • Ability to converse, read, and write in Spanish is a plus
  • Flexible and conscientious
  • Strong knowledge of Microsoft Office Products
Responsibilities
  • Resolve client employee insurance issues, handle questions regarding benefits and assists in claims processing issues
  • Educate client employees on proper benefit utilization and guidance on most cost-effective plan usage
  • Develops and updates all applicable required documents for plan provisions, administrative events, interface documentation, and delivery channel documentation for clients in ongoing delivery
  • Records and tracks all interaction with clients by keeping detailed notes, entering the data into Salesforce and running client analysis reports as needed
  • Utilizes Benefit Point to look up information on clients to better service their needs
  • Tracks time to close and keeps within the allotted time frame in regards to benefit issues and/or claims resolution
  • Reviews Summary Plan Descriptions (SPD’s) and benefit summaries for accuracy
  • Provides subject matter expertise on insurance billing and coding, employee group benefits, insurance procedures, and plan descriptions to the client
  • Serves as a primary resource within a team to the client while providing excellent customer service and management in resolving insurance/benefit issues

Corporate Synergies provides a comprehensive suite of employer and participant support teams, focusing on benefits compliance consulting, program design and management, administration systems, employee advocacy, and health wellness and education in the national insurance and employee benefits brokerage and consultancy space. The company's technologies and methods are centered around integrated support for benefits compliance, program design, administration systems, employee advocacy, and health wellness and education.

Company Stage

M&A

Total Funding

N/A

Headquarters

Camden, New Jersey

Founded

2003

Growth & Insights
Headcount

6 month growth

3%

1 year growth

4%

2 year growth

5%