Client Service Specialist

About the role

Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing business.

• Submit applications, client changes, and new product enrollment forms to the carriers on behalf of clients and follow up to ensure process completion.
• Assist clients with claims, billing, and other daily inquiries.
• Order and prepare renewal information packets for employee benefit meetings.
• Maintain accurate client benefit information in CRM and record all client interactions.
• Continually strive to improve CRM and automate processes through the development of workflows.
• Assist brokers and other client service specialists as needed.
• Answer and route inbound calls; respond to client inquiries or refer them to the appropriate broker or client service specialist.
• Maintain up-to-date Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, and PowerPoint), other industry-specific software, and fax, copier, scanner, and printers.
• Maintain a courteous and professional relationship with clients, carriers, and team members.
• Create PowerPoint presentations for open enrollment and client meetings.
• Other duties as assigned.

Skills and Experience

• Current life and health license or willingness to earn one within six months of hire is required.
• Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Strong interpersonal skills and ability to develop and foster relationships with clients, insurance carriers, and team members.
• Strong multi-tasking and prioritization skills and ability to work in a fast-paced environment while taking accountability for work.

Bonus Points If You Have

• Extensive knowledge of carrier products and services.
• Experienced in EPIC system.
• Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision.

Benefits

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities

Pay

The good-faith compensation range for this role is expected to be $40,000 to $60,000, based on the role, market, internal equity, and candidate qualifications.