Benefits Client Service Representative - Full-time / Part-time

JOB TITLE:
Client Service Representative

REPORTS TO: Team
Manager – HBS / Supervisor

EXEMPT/NON-EXEMPT: Non-Exempt

DIVISION: Horton
Benefit Solutions
GENERAL DESCRIPTION – Summary

According to
instruction and established procedures, the Client Service Representative is
responsible for providing superior and accurate data processing assistance in
direct support of sales and service teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the
following:

• Implement new/existing policy
  data into client database, Applied EPIC, including renewals, rewrites and plan
  changes to ensure the ability to track client information during the life cycle
  of the client.
• Process additions,
  terminations or changes of employees for their benefit plan(s). This includes communications and follow-up
  with carriers (via carrier web portals, email or phone), finalizing request
  with client and all components documented in the Applied Epic system. Must maintain a high regard for timely
  responses and an understanding of the confidentiality of information.
• Assist in the preparation
  of meeting materials. Print and prepare the
  meeting materials into binders or folders for sales and/or service staff to
  provide to the client during various types of meetings throughout the year.
• Take and relay messages
  from clients, carriers, and other industry sources to internal staff. May field inquiries for staff with carriers
  which will need to be documented in the Applied Epic system for tracking
  purposes.
• Attend and participant in
  peer group and/or carrier meetings, as applicable.

• Perform other duties as
  requested, including special projects of an administrative nature.

KNOWLEDGE, SKILLS, AND ABILITIES

• Bachelor’s degree is
  required
• Life and Health License must
  be obtained within 120 days of the first day of New Hire Onboarding
• 0-2 years of relevant
  experience
• Applicable industry
  designations preferred
• Excellent administrative
  skills, especially in MS Outlook. Must have a high level of organization,
  timeliness and attention to detail.

BEHAVIOR STANDARD

Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values of Driven, Excellent and Together.

WORKING CONDITIONS

Fast-paced, multi-tasking environment
requiring tolerance for schedule change and disruption with potential for
travel.

JOB PERFORMANCE STANDARDS

The job description is intended
to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other
duties may be assigned as needs arise or as required to support the essential
functions.

PHYSICAL REQUIREMENTS

Ability to:

• Perform work on a
  computer for extended periods of time
• Sit/stand for
  extended periods of time in work area
• Grasp objects using
  your fingers (fine motor skills)
• Communicate and
  speak in a clear, concise and professional manner both in person and on the
  telephone.
• Travel by ground
  transportation as required in performing job duties.
• Be able to lift and
  carry objects that weigh a minimum of 40 pounds

Nothing in this job description or in any other written
documents or forms maintained by The Horton Group, creates, or may be deemed to
create, an employment contract between The Horton Group and any of its
employees.

The Horton Group reserves the right to revise the
contents of this job description, at any time, without prior notice to its
employees.

This job description supersedes any previous oral or
written job descriptions.