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Western Growers · 3 weeks ago

Client Service Representative I

Salinas, California

Full-time

Onsite

Entry Level

$41K/yr - $53K/yr

1+ years exp

Western Growers Health provides employer-sponsored health benefit plans tailored for the agriculture industry. The Client Service Representative I will be responsible for enrolling and educating health benefit plan participants, collaborating with third-party vendors, and resolving issues related to employee health benefits.

FinanceService Industry

Responsibilities

Educate newly enrolled and existing plan participants on health plan and ancillary benefits at group’s work site locations, via phone or virtual platforms

Conduct group benefits presentations in both English and Spanish for WGAT and PCMI plan participants

Interface with third party vendors/providers to communicate and educate them on benefits and programs specific to WGAT plan participants

Provide one-on-one support to address applicant concerns or questions

Serve as the primary contact for questions regarding benefits utilization

Assist with enrollment of participants, screen all enrollment paperwork for accuracy and completion

Work with Client Service Supervisor to organize assigned group service meetings and open enrollment for the most economical and effective use of time

Research and respond to WGAT and PCMI participant claim and administration questions utilizing the Health Care Processing system and the CTSR web-based tool(s)

Determine necessary corrective action for problem/issue resolution using established documentation procedures and protocol

Request Benefits Information Booklet and Benefit Summaries/SBCs for health benefit information specific to each account

Support Regional Sales Manager/Account Manager/Broker/Client with plan comparisons, pre-filled enrollment/waiver forms, and any other materials or requests as needed

Attend employee client events to assist with benefits inquiries, provide materials to plan participants, and promote and enroll plan participants in value-added programs

Compile and track data pertaining to problems/issues, action taken and resolutions using the CTSR web-based tool

Document all services to include; enrollments, service meetings, employee client events, wellness events, courtesy calls and visits utilizing the CTSR web-based tool

Generate reports on metrics and suggest improvements to processes

Utilize all capabilities to satisfy one mission: To enhance the competitiveness and profitability of our members

Maintain a clean DMV record and the ability to travel to locations throughout the U.S. (mainly California and Arizona) up to 30% of the time

Other duties as assigned

Qualification

Customer service experienceFluency in SpanishComputer skillsWordExcelOutlookPowerPointCommunication skillsTime managementProblem-solving skillsTeam collaboration