Customer Service Agent - Benefits

Job Summary :This position is responsible for working with the Producer in providing timely and professional service to clients. The CSA is expected to develop a thorough knowledge of assigned accounts and is expected to meet the Agency’s defined Standard of Excellence for client service, professionalism and work attitude.

Essential Duties and Responsibilities:
· Review new and renewal policies for accuracy and prepare correspondence to insured and/or carrier as needed.
· Create spreadsheets PowerPoint presentations to compare plan designs for Producers to present to customers.
· Set up, design, and support “E” Services for clients.
· Respond to customer inquiries in a timely manner.
· Assist Producer in coordinating with marketing during the marketing and quotation process.
· Maintain current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
· Assist clients and policyholders in claim resolution and set appropriate activities and follow-ups.
· Performs in a manner that will prevent errors and omissions.
· Research insurance carrier web sites for plan documents and plan summaries.
· Review and adhere to processing procedures in order to:
· Incorporate the capabilities of the system into the daily work flow
· Streamline the workflow
· Follow agency Standard of Excellence and Best Practices procedures for processing and preparation of customer correspondence and internal correspondence as requested ensuring that activities and follow-ups are set and the client file in the agency management systems is updated and consistent with the paper file.
· Has knowledge and understanding of the HIPAA/HITECH information privacy and security laws. Follows the HIPAA privacy and security rules.

Education and/or Experience: Industry related experience as a Benefit Lines CSR/CSA with some college preferred.

Certificates, Licenses, Registrations: AZ Life and Health insurance license required.

Other Skills and Abilities: Experience in Applied Agency Management System ( TAM ) or other similar system for client and policy file maintenance.

Benefits :

The Mahoney Group provides excellent compensation, benefits programs, and paid time off to our employees. We offer medical, dental, vision, basic life, short-term disability, and basic long-term care insurance at no cost to the employee. Additionally, you are able to participate in the employer matching 401(k) Plan, Employee Stock Ownership Plan, and Flexible Spending Plan.

Company Description:

The Mahoney Group is Arizona's largest independent insurance agency. With 7 offices in Arizona and others in New Mexico, Utah, Nevada, Washington, and California, our rapid expansion is your opportunity to become a valued member of our team. Experience an environment and culture that is unsurpassed.

Our Mission:

At the Mahoney Group, we strive for profitable growth through serving the insurance and related financial needs of our customers.

We endeavor to increase the quality of life of all members of The Mahoney Group by providing them the means to attain their own personal and financial goals within a positive and enriching environment. In recognition of our social responsibility, we encourage active participation within the communities in which we live.

We take pride in being a leading insurance organization that delivers insurance and risk management products and services through technical excellence, comprehensive resources and an ongoing commitment to innovation.