Customer Service Representative

Customer Service Representatives (CSRs) play a key role in supporting client needs and maintaining positive relationships throughout the season. This position involves assisting clients with general inquiries, providing helpful information, and ensuring smooth communication between clients and the company. The ideal candidate is organized, dependable, and comfortable working in a fast-paced environment.

Duties and Responsibilities: 

• Use web-based tools and systems to assist with client inquiries and account information
• Provide information about self-service tools, member resources, and wellness programs
• Call on campaigns for delinquent accounts monthly to support retention and compliance
• Participate in the Better You Rewards campaign and other outreach efforts as assigned by the manager
• Follow up with clients to ensure satisfaction with services
• Identify and resolve client account issues or inconsistencies
• Perform outbound calls to clients as directed by management
• Escalate client concerns when needed for further support
• Collaborate with team members to ensure efficient service delivery
• Perform general office and customer service duties as assigned by the manager

• Florida state health insurance license (Active 2-15 or 2-40)
• Prior customer service or office experience preferred
• Strong communication and organizational skills
• Comfortable using computers, basic office software, and online platforms
• Dependable, detail-oriented, and team-focused
• Ability to multitask and work independently when needed

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”)  is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.