Combined, a Chubb Company · 6 hours ago
Service Consultant
Combined Insurance is seeking a Service Consultant to join their fast-paced, high energy, growing company. This role will act as the primary service representative for assigned Sales Agent Directors, focusing on timely resolution of client needs and enhancing the overall client experience.
Insurance
Responsibilities
Analyze, research & respond to all inquiries related to an employer group, must develop a broad working knowledge of company policies & procedures, policy information/management, premium & billing administration, and enrollment processing. Handles level 2+ tasks that are more complex in nature
Liaison between external client & sales partners and cross functional internal partners via the Service email inquiries for level 2+ tasks
Communicate and collaborate across all internal Customer Experience Delivery teams to project manage complex or escalated service requests to a timely and effective resolution. This could include Premium Billing, Premium Processing, Policyholder Services, Benefit Changes, Underwriting, Enrollment Services, and Sales
Proactively manage expectations of clients and agents to address issues as they arise while concisely and effectively communicating status, issues, and timelines
Responsible to make updates and adjustments to policyholder and group records, and related items
Effectively project manage Salesforce Case workload
Develop and maintain a trust-based & positive relationship and rapport with internal and external clients
Collaborate & drive positive change with internal partners to improve processes & procedures
Assist Account Managers in identifying methods to grow the account and increase broker or client satisfaction
Mentor & train new hires. Supports ongoing team knowledge & development
Perform other duties as assigned
Qualification
Required
Excellent verbal and written communication, interpersonal and customer service skills
Ability to structure and manage work across multiple functions
Ability to influence and build consultative, trust-based relationships
Ability to identify issues, remediation tactics and escalation paths
Personal initiative and accountability
Sound judgment and ability to problem solve
Sound organizational and time management skills
Ability to prioritize and manage multiple priorities
Preferred
4-year college degree or equivalency strongly preferred; equivalent work experience may substitute
Experience with voluntary benefit lifecycle
3 years of group benefits insurance industry experience preferred
Benefits
Health insurance
Dental insurance
Tuition reimbursement
A company-match 401(k) plan
Disability insurance
Life insurance
Employee referral bonuses
Company
Combined, a Chubb Company
Combined, a Chubb Benefits company, is a leading provider of supplemental accident, health and life insurance products in North America.
Funding
Current Stage
Late StageRecent News
MarketsandMarkets Research Pvt. Ltd.
2025-10-13
Company data provided by crunchbase