Customer Service Associate (CSA)

Role Overview

As a Customer Service Associate, you will help Leavitt Group’s ICHRA and individual benefits operations run smoothly by supporting members and the teams responsible for enrollment and client service. Your day will involve answering questions, resolving payment and coverage issues, coordinating information with carriers and employers, and keeping case records accurate so requests move through to completion.

Key Responsibilities

• Provide administrative and customer service support to enrollment agents and client service managers.
• Help members set up and verify autopay, follow up on binder payments, and address premium billing concerns.
• Review and resolve enrollment, payment, billing, and coverage questions, escalating issues when needed.
• Gather and check enrollment forms, policy updates, and supporting documents, then submit them to the appropriate parties.
• Coordinate with members, employers, HR contacts, insurance carriers, and third-party administrators to obtain information and advance open requests.
• Keep Salesforce and other operational systems current with case notes, account changes, documents, and follow-up status.
• Assist members with carrier portals, payment methods, account changes, and policy maintenance requests.
• Support enrollment verification, policy audits, quality checks, onboarding, and busy open enrollment periods.

Requirements & Qualifications

• High school diploma or equivalent.
• Customer service experience; experience in health insurance, employee benefits, benefits administration, or related service operations is preferred.
• Clear, professional written and verbal communication skills, including the ability to assist customers by phone and email.
• Strong organization and attention to detail when handling records, payments, and enrollment documentation.
• Ability to manage competing requests, investigate problems, and follow through on outstanding cases in a fast-paced environment.
• Confidence learning CRM tools, enrollment systems, carrier portals, and other operational technology.
• Familiarity with ACA coverage, ICHRA, individual health insurance, or employee benefits is an advantage.
• Salesforce experience is preferred; insurance licensing is an advantage.
• Working knowledge of Microsoft Office, especially Outlook and Excel, is beneficial.

What We Offer / Why Join

• A remote role supporting individual benefits and ICHRA operations, with occasional hybrid work in the Salt Lake City, Utah area.
• Full-time employment.