Benefits Representative/CSR Customer Service Representative
- Customer Service Excellence: Provide outstanding customer service by understanding client needs and offering personalized recommendations for plans. Applicants should posses a strong background in customer service with the ability to understand and address client needs.
- Plan Review and Analysis: Assist clients in reviewing their options, comparing plans, and understanding the details of each plan, including coverage, costs, and benefits.
- Cost Discussion: Explain and discuss the cost implications of various benefits and insurance plans, helping clients to make informed financial decisions.
- Client Relationship Management: Ability to connect with clients and provide compassionate guidance. Representatives must build and maintain strong relationships with both new and existing clients, ensuring ongoing support and satisfaction.
- Self-Management: Demonstrate the ability to work independently, managing your own schedule and client interactions efficiently.
- Communication: Excellent verbal and written communication skills to explain complex information clearly. Must be able to communicate complex information in a clear and understandable manner to help clients make confident decisions.
- Life Changes and Adjustments: Advise clients on how life changes such as marriage, childbirth, or job transitions may affect their benefits and assist them in making necessary adjustments.
- Continuous Learning: Stay updated on the latest trends and changes in benefits and insurance to provide accurate and current advice to clients.
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