Client Service Specialist - Hybrid (New York City, NY)

About the role

As a Client Service Specialist, you will support the sales and client management staff by assisting with group enrollment, renewal processes, and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.

Responsibilities

• Assists with communications, follow-up, and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Updates census, policy information, and commissions for all accounts and policies
• Assists with renewals and new business applications
• Attaches applications to appropriate client file in Microsoft CRM
• Processes all outgoing packages, shipments, mail, etc., and coordinates all presentation materials
• Follows up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow

Requirements

• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible, and disciplined
• Ability to work independently as well as in a team environment
• Excellent verbal and written communication skills
• Strong organizational skills
• Ability to thrive in a fast-paced production environment

Qualifications

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites, preferred
• Proven track record in customer service, preferred
• Bachelor’s Degree, preferred
• Familiarity with database applications, a plus

Pay

The typical base pay range for this role nationwide is $30 to $40 per hour. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, and retirement benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts