Customer Service Representative Benefits Counselor

Licensing Requirement:

• Required: Active Life & Health Licenses in CA, MI, NY, IN, FL, MA
• Additionally: Must hold licenses in at least 3 of the following states NJ, OH, MD, PA, VA, CT
• Candidates will be required to provide an NIPR report verifying licensing.

Job Overview

We are seeking a Customer Service Representative Benefits Counselor to join our contact center team. This role provides customer support for employee benefits programs, including health, life, and supplemental insurance products. The position offers structured scheduling, paid training, and the opportunity to grow in a supportive, diverse, and mission-driven environment.

Key Responsibilities

• Handle inbound customer calls and document interactions in Salesforce.
• Respond to standard and complex customer inquiries via phone and email.
• Research customer issues and provide timely follow-up via email or outbound calls.
• Assist customers with enrollments, claims processing, and payments.
• Troubleshoot basic website errors and provide guidance to customers.
• Request additional or missing information from customers when needed.
• Escalate client issues to appropriate internal teams for resolution.
• Provide exceptional customer service while meeting structured scheduling requirements.

Required Qualifications

• High school diploma or equivalent.
• Active Life and Health Licenses as listed above.
• Minimum 1 year of proven customer service or sales experience.
• At least 6 months of experience with Microsoft Office Suite (Word, Excel, PowerPoint).
• Basic computer troubleshooting skills.
• Strong oral and written communication skills.

Preferred Qualifications

• Bachelor s degree.
• Prior call center experience.
• Bilingual (Spanish/English, verbal and written).
• Previous experience with benefits products such as Group Universal Life, Medical, Dental, Vision, Accident, or Critical Illness.