Service Representative

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 andserve 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 processesQualifications: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 PowerPointKnowledge, 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