Senior Account Service Representative

Martin Grant Associates - Wakefield, MA

Full-time - Mid Level

Wakefield, MA

About the position

The Senior Account Service Representative role at Martin Grant Associates, Inc. involves providing essential customer service support to clients and their employees regarding billing, eligibility, employee benefits, and claims. This hybrid position requires effective communication with various stakeholders and the ability to manage client open enrollment activities while maintaining accurate records in the CRM system.

Responsibilities

• Provide day-to-day customer service support for clients and their employees on issues related to billing, eligibility, employee benefits, and claims.
• Notify relevant stakeholders (e.g., producers, account executives, managers) of any service, billing, enrollment, or claims issues.
• Consolidate data files, utilize Excel functions, and build enrollment/claims reports and PowerPoint presentations for clients.
• Coordinate and manage client open enrollment activities, including materials, communication, and enrollment/termination requests.
• Stay up-to-date on carrier changes, and new regulations, and maintain records in the CRM system.

Requirements

• Experience in customer service or account management, preferably in the insurance industry.
• Proficiency in Excel and PowerPoint for data analysis and presentation.
• Strong communication skills to effectively interact with clients and stakeholders.
• Ability to manage multiple tasks and prioritize effectively.

Nice-to-haves

• Knowledge of employee benefits and claims processes.
• Familiarity with CRM systems and data management.

Benefits

• Comprehensive continuing education and professional development opportunities.