[Hiring] Customer Service Associate (CSA) REMOTE USA
Position: Customer Service Associate (CSA)
Date Posted: 18 October 2026
Industry: Health Insurance / Employee Benefits
Employment Type: Full Time
Experience: Customer Service, Health Insurance, Benefits Administration, or Related Service Operations Experience Preferred
Qualification: High School Diploma or equivalent qualification (Estimated)
Salary: $45,000 – $60,000 per year (Estimated)
Location: REMOTE, United States (Occasional Hybrid in Salt Lake City, Utah area)
Company: Leavitt Group
Description:
Leavitt Group is seeking a detail-oriented and customer-focused Customer Service Associate (CSA) to support its growing ICHRA and individual benefits operations team. This remote opportunity is ideal for professionals who enjoy assisting customers, managing administrative processes, and resolving enrollment, payment, documentation, and coverage-related issues.
The successful candidate will work closely with enrollment agents, client service managers, members, employers, carriers, and internal teams to ensure smooth benefit operations. This role requires strong organization, communication skills, attention to detail, and the ability to manage multiple tasks while maintaining accurate records and providing excellent service.
Key Responsibilities:
• Support enrollment and client service teams with administrative, customer service, and operational activities.
• Assist with premium payment processing, binder payment follow-ups, and autopay setup and verification.
• Investigate and resolve payment, billing, enrollment, and coverage-related concerns.
• Collect, review, organize, and submit required enrollment, policy maintenance, and documentation records.
• Communicate with members, employers, HR teams, carriers, and third-party administrators to obtain missing information.
• Maintain accurate case notes, account records, documentation, and system updates using Salesforce and other operational platforms.
• Track open cases, documentation requests, payment issues, autopay status, and carrier follow-ups until completion.
• Assist members with carrier portal access, payment options, account updates, and maintenance requests.
• Support quality checks, policy audits, enrollment verification, and coverage maintenance activities.
• Provide operational assistance during open enrollment periods, onboarding, and peak workload times.
Requirements:
• Strong customer service and communication skills through phone, email, and other communication channels.
• Excellent organizational abilities with strong attention to detail.
• Ability to manage multiple priorities in a fast-paced work environment.
• Comfortable learning and using technology systems, CRM tools, carrier portals, and enrollment platforms.
• Strong written and verbal communication skills.
• Ability to analyze information, solve problems independently, and follow up consistently.
• Experience in health insurance, employee benefits, ACA, ICHRA, or related operations is preferred.
• Salesforce experience is preferred; health insurance licensing is an advantage.
• Strong knowledge of:
• Customer service operations and member support
• Health insurance enrollment, payments, and coverage processes
• CRM systems, documentation management, and operational workflows
Preferred Experience:
• Experience in health insurance, insurance agencies, benefits administration, or customer service roles.
• Knowledge of ICHRA, ACA, individual health insurance, or employee benefits.
• Experience using enrollment platforms, carrier portals, Salesforce, or case management systems.
• Proficiency with Microsoft Office tools, especially Outlook and Excel.
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