Client Service Specialist, Employee Benefits

About the role

The Client Service Specialist plays a crucial role in maintaining customer files and providing administrative support to the client servicing team. They act as a primary point of contact and internal backup for Account Managers and other service team members.

Responsibilities

• Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure timely and accurate delivery of client deliverables.
• Serves as the secondary contact and internal backup for Account Managers.
• Serves as a liaison between clients and insurance company representatives as needed.
• Creates client reports, including monthly, quarterly, and annual reports, using Relation templates and software.
• Assists clients in developing and refining wellness programs, coordinating health fair vendor participation.
• Aids in the preparation and assembly of proposals and marketing materials.
• Supports the development of all marketing, communication, and presentation materials, including employee benefits guides and enrollment processes.
• Maintains carrier files with all updated contracts and correspondence.
• Supports the research and preparation of communication materials related to government and legal compliance issues.
• Adopts and utilizes innovative technology, including proprietary AI solutions, to enhance the client service experience.
• Performs other projects, duties, and tasks as assigned.

Requirements

• A Life, Health and Accident License from the state of domicile within 90 days of hire and must be maintained thereafter.
• A High School Diploma or equivalent required.
• Bilingual (English/Spanish) preferred, but not required, depending on location.
• Minimum of 3+ years’ experience in Customer Service.
• Prior experience with agency management systems software and online rating systems preferred.
• Proficient in using computers and Microsoft Office Suite (with emphasis on Excel).
• Must be computer literate and able to learn new software.
• Outstanding interpersonal and communications skills required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to understand and interpret written and oral communications 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, meet strict deadlines, prioritize tasks, and handle multiple responsibilities in a demanding work environment.

Qualifications

• Life, Health and Accident insurance experience preferred.
• Working knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures preferred.
• Computer literacy with the ability to learn new software.
• Excellent interpersonal and communication skills.
• Ability to work independently and in a team environment.
• Strong organizational and time management skills.

Skills

• Customer Service
• Administrative Support
• Communication
• Health and Wellness Programs
• Proposal Development
• Marketing Materials Creation
• Insurance Industry Knowledge
• Technology Adoption

Benefits

• Competitive pay
• Safe and healthy work environment
• 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

Full-time position