Client Services Representative - Benefits

Hardenbergh Insurance Group - Marlton, NJ

Now Hiring: Client Services Representative - Benefits

Looking for an opportunity to launch your career with a company that will invest in your growth? We're seeking a Client Services Representative – Benefits to join our team.

In this role, you'll provide prompt, accurate, and professional service to our carrier and general agent partners while supporting Account Managers in delivering exceptional service to our benefits clients.

This is an excellent opportunity for someone looking to build a career in the insurance and employee benefits industry. If you enjoy organization, collaboration, and providing outstanding client support, we'd love to hear from you.

What You'll Do:

As a Client Services Representative – Benefits, you will:

• Support Account Managers with day-to-day servicing of client and carrier requests.
• Serve as a liaison between Account Managers and insurance carriers/general agents to facilitate client requests.
• Monitor and follow up with carriers and general agents to ensure timely completion of requests.
• Perform quality reviews of work at the request of Account Managers.
• Collaborate with LAVA team members on assigned tasks and projects.
• Maintain accurate client files within the Agency Management System.
• Track follow-up activities and respond to Account Manager requests promptly.
• Obtain pre-renewal and post-renewal documentation as requested by Account Managers or Producers.
• Assist with enrollment-related correspondence to carriers and general agents.
• Conduct enrollment follow-up through the Agency Management System and enrollment portal.
• Communicate enrollment updates regularly to Account Managers.
• Maintain accurate client contact information within the enrollment platform.
• Assist with client census preparation.
• Request Summary of Benefits and Coverage (SBCs), plan documents, and rate grids.
• Prepare Requests for Proposals for assigned accounts.
• Process escalated claims for the department.

Administrative Responsibilities:

• Process all incoming emails on the day they are received.
• Monitor the shared claims inbox.
• Maintain accurate client documentation within the Agency Management System.
• Respond promptly to internal team inquiries.
• Fax and email documentation as needed.
• Attach correspondence, faxes, memos, and emails to client files.

Qualifications:

• 0–3 years of professional experience (insurance or employee benefits experience is a plus but not required).
• Ability to obtain a Life & Health Producer License within 60 days of hire. (Required)
• Valid driver's license and proof of auto liability insurance.
• Strong written and verbal communication skills.
• Excellent organizational skills with strong attention to detail.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to follow company procedures, carrier guidelines, and regulatory requirements.

Preferred Skills:

• Strong customer service mindset.
• Ability to work collaboratively across teams.
• Problem-solving and critical-thinking skills.
• Experience working with databases, agency management systems, or CRM platforms is a plus.
• Positive attitude with a willingness to learn and grow.

Why Join Us?

At Hardenbergh Insurance Group, you'll have the opportunity to develop your career while working alongside experienced professionals in a collaborative and supportive environment.

We value teamwork, continuous learning, and delivering exceptional service to our clients and business partners.

If you're looking to launch or grow your career in employee benefits and enjoy providing exceptional client service, we'd love to meet you.

Apply today and become part of a team dedicated to helping clients navigate their benefits with confidence.

Send resumes to: Shara D. Richardson - Talent Acquisition Specialist at [email protected]