EB - Client Service Assistant

About the role

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

What you'll do

• Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions
• Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
• Cultivation of carrier and client relationships
• Marketing efforts and plan implementation for new business and renewals
• Preparation and presentation of analysis for renewal and marketing results
• Preparation of enrollment materials and presentations
• Set up and maintenance of benefit administration systems
• Maintenance of client information in Agency Management System
• Eligibility services including employee additions and terminations for select employer groups
• Monthly, quarterly and annual reporting
• Auditing invoices and eligibility
• Other tasks as assigned

What you bring to the table

• Attention to detail
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn
• Proactive problem solving

Benefits

• Flexible PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach