Employee Health & Benefits Client Service Specialist

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. This role is based in Atlanta, GA and requires commuting to the office at least three days a week.

Responsibilities

• Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
• Escalate issues of increased complexity to the applicable internal contact.
• Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
• Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
• Address and resolve client questions and issues.
• Aid in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrate creativity in presentation style.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
• Assist with all aspects of marketing, as needed.
• Take report and monitor claims (if applicable).
• Document member and client communications in the client management services tool according to department standards.
• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
• Aid clients with claims resolution.
• Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
• Other duties and responsibilities assigned by management.

Requirements

• High school diploma or equivalent.
• Demonstrated proficiency in computer applications such as Microsoft Office Suite.
• Strong organizational and project skills.
• Strong communication and interpersonal skills (written and verbal).
• Ability to prioritize work to achieve timely completion of the most critical and sensitive activities.
• Respond quickly to client requests and work to provide appropriate information.
• Accept accountability for the quality of work.

Qualifications

• 3-5 years of industry specific experience (LOB designations are a plus).
• College or advanced degree (a plus).

Skills

• Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid Work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

Details TBD.

Schedule

Hybrid schedule, with some travel required.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid Work.
• Charitable contribution match programs.
• Stock purchase opportunities.