Job Description

Job Title: Employee Benefit Services Representative
Location: Irvine, CA (Hybrid Schedule)
Job Summary:
The Benefit Services Representative assists client employees with benefit plan inquiries, phone enrollments, and data entry into the appropriate system. They will assist with questions regarding benefit plans, process enrollments over the phone, and accurately enter the information into the appropriate system

Key Responsibilities:
Handle inbound and outbound calls, ensuring a courteous and professional demeanor.
Explain benefits, enroll employees, and accurately input data into the system.
Assist with issues like ID card replacement, provider searches, address changes, qualifying events, and claim disputes.
Confirm employee benefits, coverage levels, and deductions during enrollment.
Track and document client interactions using appropriate software.
Process non-phone work quickly and accurately to reduce after-call time.
Performance Standards:
Maintain confidentiality and demonstrate professional behavior aligned with company values.
Provide excellent customer service, fostering a positive and collaborative work environment.
Stay updated on industry trends and actively participate in professional development opportunities.
Qualifications:
High school diploma required; Bachelor's degree preferred.
Bilingual in English and Spanish Required
At least 2 years of experience in the employee benefits or insurance industry preferred.
Hold a current California Life and Disability License or be able to obtain one within 6 months.
Strong communication, customer service, and multitasking skills.
Proficiency in Microsoft Office and virtual meeting platforms (Teams, Zoom).

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