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Customer Service Associate
Leavitt Group. Support enrollment and client service teams with administrative, member service, and operational tasks .
About the role
Key responsibilities & impact- Support enrollment and client service teams with administrative, member service, and operational tasks
- Assist with binder payment processing, premium payment follow-up, and autopay setup and verification
- Investigate and help resolve payment, billing, enrollment, and coverage issues
- Gather, review, organize, and submit SEP, enrollment, and policy maintenance documentation
- Contact members, employees, HR teams, carriers, and third-party administrators to obtain missing information and move open items forward
- Update and maintain accurate records, case notes, account activity, and documentation in Salesforce and other operational systems
- Track open cases, outstanding documentation, payment issues, autopay status, and carrier follow-ups through completion
- Assist members with carrier portal access, autopay setup, payment options, and account maintenance needs
- Support carrier troubleshooting and escalate complex issues to leadership, carrier partners, or vendors
- Assist with policy audits, quality checks, enrollment verification, and coverage maintenance activities
- Provide general operational support during Open Enrollment, onboarding periods, and other peak workload times
- Follow established workflows and service standards to ensure timely, accurate, and compliant member support
Requirements
What you’ll need- Strong customer service and communication skills, including clear communication by phone, email, and text
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable working with technology and learning new systems
- Experience navigating carrier portals, CRM tools, and enrollment platforms
- Comfort working in systems-heavy environments using shared trackers, CRM tools, or case-management platforms
- Ability to analyze information, solve problems independently, follow up consistently, and escalate when appropriate
- Experience in health insurance, employee benefits, ACA, ICHRA, individual health insurance, or related service operations preferred but not required
- Salesforce experience preferred
- Health insurance licensing is a plus
- Experience in health insurance, benefits administration, insurance agency, or customer service
- Experience with ICHRA, ACA, individual health insurance, or employee benefits
- Experience with enrollment platforms, TPAs, carrier portals, Salesforce, or similar case-tracking systems
- Proficiency with Microsoft Office, particularly Outlook and Excel
Benefits
Comp & perks- Primarily remote work
- Occasional in-office meetings for local employees in the Salt Lake City, UT area
- Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential duties of the job