Account Service Representative -Field Sales

The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts—renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction

What you'll be doing:

Broker & Agency Support:

• Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs.
• Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation.
• Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits.

Group Account Management:

• Support new group onboarding, including application review, census validation, and carrier submissions.
• Assist with open enrollment meetings, renewal reviews, and plan comparison tools.
• Maintain accurate group records, policy details, and service notes.
• Track renewals, missing documents, billing issues, and enrollment updates.

Carrier & Vendor Coordination:

• Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues.
• Facilitate resolution of escalated member and employer concerns.
• Ensure compliance with carrier guidelines and timelines.

Administrative & Operational Tasks:

• Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers.
• Maintain CRM activity logs, follow-up tasks, and documentation.
• Assist the Group Sales Director in tracking KPI metrics and service SLAs

Requirements:

• Must know all carriers. Traditional group insurance
• Must have knowledge of working with a census
• Customer service experience
• 215 License required
• Reliable transportation

Qualifications:

• Salesforce knowledge helpful
• Ichra knowledge helpful
• Business development experience
• 5-10 years of experience in health insurance, group benefits, or employee benefits

administration (preferred).

• Knowledge of medical, dental, vision, GAP, and ancillary products.
• Strong communication skills—professional, clear, and customer focused.
• Ability to manage multiple priorities with attention to detail and deadlines.
• Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus.
• Bilingual (English/Spanish)

Salary range: $55-$75k + Commission

Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days.

March start date