Client Services Specialist I

Responsibilities

• Responsible for day-to-day internal, client, and carrier communications, problem-solving, and compliance on client accounts.
• Support the marketing process by compiling documents, collecting data, and gathering carrier quotes as requested by the Risk Advisor and Client Manager/Client Executive.
• Support team members in timely handling of phone and email communications during team member absences and busy work periods.
• Aid Client Managers, Client Executives, and Advisors by facilitating the renewal process for clients.
• Partner with insurance carriers to ensure accurate coverage throughout the year, with greater emphasis during the renewal process.
• Maintain thorough, accurate, and up-to-date records in our Agency Management System and other internal and client-facing systems.
• Work closely with the team to maintain continuous knowledge of client accounts to identify potential issues and opportunities.
• Stay informed of carrier changes, industry developments, and government regulations surrounding group benefits insurance.
• Provide regular two-way communication between the client and team, providing strong team representation and client expectations.
• Understand company capabilities and services and effectively communicate all offerings to the client.

Requirements

• Education & Experience: High school diploma or GED required; bachelor or associate degree preferred. Experience: At least one year of experience in a client-focused role. Experience with group benefits is preferred.
• Licensure: Current Nebraska Life & Health insurance license, or willingness and ability to obtain within 90 days of employment.
• Knowledge & Skills: Demonstrate exceptional communication skills, both verbal and written, with the ability to successfully interact with various client personalities at all levels within an organization. Manage numerous projects simultaneously while paying strict attention to detail. Stay organized and reprioritize tasks in an ever-changing environment. Exhibit excellent customer service skills and a desire to problem solve. Aspire to be independently resourceful but not afraid to ask questions within our supportive team environment. Utilize time management skills with the ability to remain focused on deadlines. Understand insurance documents to administer policies within quoting tools and online enrollment systems. Proficient in Microsoft Excel, PowerPoint, Outlook, and other software, systems, and programs, with the ability to learn new software applications.

Physical Demands

• This role’s physical exertion is sedentary and occurs in an office environment. Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Substantial movements and repetitive motion of the wrists, hands, and fingers. Individuals must have close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer, and extensive reading.