Client Service Specialist, Employee Benefits

About the role

The Client Service Specialist assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client. The person in this position remains knowledgeable of advances in the insurance business, stays abreast of the types of insurance products available and works with clients and others in a professional manner.

Responsibilities

• Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
• Serves as secondary contact and internal back up for Account Manager.
• Serves as a liaison between clients and insurance company representatives as requested by Sales and Account Management teams.
• Creates client monthly, quarterly and annual reports utilizing Relation templates and software.
• Prepares other various reports as requested.
• Aids clients in developing and/or refining wellness programs including coordination of health fair vendor participation.
• Aids with the preparation and assembling of proposals.
• Aids in the development of all marketing, communication, and presentation materials including client’s employee benefits guides, communication materials and enrollment.
• Maintains carrier files with all updated contracts and correspondence.
• Supports the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.
• A High School Diploma or equivalent required.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• Life, Health and Accident insurance experience preferred.
• Prior experience with agency management systems software and online rating systems preferred.
• Proficient in using computers and Microsoft Office Suite (emphasis on Excel).
• Must be computer literate with the ability to learn new software.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to understand written and oral communications and interpret information written within policies.
• Ability to work independently with limited daily supervision and to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Qualifications

• Minimum of 3+ years’ experience in Customer Service.

Skills

• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures.
• Ability to work independently and as part of a team.
• Ability to manage multiple tasks and meet strict deadlines.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Pay

$15.54 - $33.65

Schedule

N/A