Client Service Specialist - Remote (Raleigh, NC or Charlotte, NC)
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services, technology-based tools, and a team of advisors that cares deeply.
About the role
The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes, and additional administrative functions designed to improve 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
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 individual and company performance.
Benefits
- Health, wellbeing, and retirement benefits
- Paid time off and overtime pay for non-exempt employees
- Reimbursement of job-related expenses per company policy
- Employee perks and discounts
- Robust learning and development programs