Customer Service - Worksite Representative

• Answer incoming calls and assist policyholders with insurance product information
• Respond to client questions regarding policy status, claims, billing, or service-related issues
• Perform claim intake and document information accurately according to departmental guidelines
• Help customers troubleshoot basic technical issues related to online or self‑service tools
• Transfer calls to appropriate sales teams when needed to support APV revenue growth
• Consistently meet or exceed departmental KPIs including quality, handle time, after‑call work, and overall performance metrics
• Follow established guidelines, policies, and procedures to ensure accuracy and compliance
• Support organizational improvements by providing feedback to leadership
• Participate in a high‑energy team environment and uphold the company’s core values including empathy, ownership, and problem‑solving
• Expected to work any shift that falls within the 7:30 AM – 6:00 PM CT operating window
• Willingly take on additional responsibilities as assigned

• Previous experience as a Customer Service Representative (call center preferred)
• 2–3 years of call center customer service experience required
• High School Diploma or equivalent required
• Strong verbal communication and interpersonal skills
• Basic computer proficiency and experience with database systems
• Ability to remain calm in stressful situations and simplify complex policy information
• Strong attention to detail and time management skills
• Flexible schedule to meet business needs

Knowledge of insurance products or policy schedules is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan