Benefits Associate

Job Locations US-TX-Dallas
Customer Service/Support
Regular FT


This role works with BenefitMall customers on a variety of services from quoting, new enrollments, processing, ongoing customer service, to renewals.  Works with internal departments and external partners to accomplish goals.


  • Evaluates client materials and medical records for underwriting
  • Provides quality information and accurate solutions for a defined scope of customer issues via telephone and email correspondence.
  • Determines when customer issues need to be escalated and uses appropriate channels to timely resolution.
  • Utilizes CRM tool to manage client workflow
  • Processes client records
  • Reviews policy rates and carrier information
  • Contacts clients regarding case review or requesting additional information


  • High School diploma or equivalent, with a minimum of one (1) year of related insurance industry experience
  • Working knowledge of medical conditions/terminology and insurance products.
  • Experience working within software system tools to complete a variety of business tasks.
  • Ability to speak with clients to work through concerns and solve problems
  • Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient in Internet Explorer.

Who We Are

At BenefitMall, we believe a company is only as good as its investment in an employee’s future. We offer professional growth and tuition reimbursement, a rewarding wellness program, and numerous employee discount programs. In addition to our family centered, casual work environment, joining our team means receiving competitive compensation, comprehensive health benefits, paid time-off, employer-paid holidays, and 401(k) match.


When you join BenefitMall, you aren’t just starting a new job, you become an important part of our growing and collaborative team. With over 40 years of providing benefits and payroll services nationally, BenefitMall is an industry-leader dedicated to offering top-notch solutions to our clients.


We are an EOE F/M/D/V


BenefitMall provides equal employment opportunities to all employees and applicants for employment without regard to race, color creed, religion, sex, national origin, age, citizenship, disability, veteran status or any other protected status. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.


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