Part-Time Health Benefits Service Associate

About the opportunity

Takaful Wealth Management is seeking a highly client-focused professional who is passionate about delivering exceptional service and building long-term relationships. This role is ideal for someone who enjoys being a trusted resource for clients, proactively supporting their needs, and ensuring a seamless experience from onboarding through renewal.

Schedule & Compensation

• Hours: Approximately 25 hours per week
• Schedule: Typically 10:00 AM – 2:00 PM, Monday through Thursday (flexible)
• Work Arrangement: Hybrid
• Compensation: - Hourly: $25/hour
• Estimated Annual Range: $30,000 – $40,000

Position Overview

This role serves as a primary point of contact for clients, ensuring they receive timely, accurate, and thoughtful support across all aspects of their health insurance plans. You will play a critical role in strengthening client relationships, ensuring satisfaction, and delivering a high-touch service experience.

Key Responsibilities

• Client Relationship Management
• Serve as a dedicated, responsive point of contact for client inquiries related to coverage, claims, and plan administration
• Build strong, trust-based relationships through consistent communication and proactive outreach
• Maintain regular client touchpoints, including quarterly check-ins to assess satisfaction and evolving needs
• Address client concerns with urgency and professionalism, ensuring a positive resolution
• Client Onboarding & Experience
• Guide new clients through a smooth and supportive onboarding process
• Conduct needs assessments to recommend appropriate health insurance solutions
• Clearly explain plan options, benefits, and costs to help clients make informed decisions
• Oversee enrollment, ensuring all documentation is complete and the implementation process is seamless
• Client Retention & Renewal Support
• Proactively engage clients 90 days ahead of renewal to schedule reviews and discuss options
• Analyze renewal changes and present competitive alternatives focused on value and cost savings
• Help clients navigate plan adjustments or mid-year changes with ease
• Reinforce client confidence by anticipating needs and delivering thoughtful recommendations
• Service Coordination & Issue Resolution
• Collaborate with insurance carriers to resolve claims, service issues, and administrative matters
• Escalate complex issues as needed and follow through to ensure timely resolution
• Partner with internal leadership on high-touch or complex client situations
• Work with consultants on specialized cases and larger group solutions
• Administrative Excellence
• Accurately document all client interactions and maintain up-to-date records
• Follow established processes to ensure consistency and compliance
• Coordinate with office administrator to support organized and efficient record management
• Maintain attention to detail in all aspects of client service delivery

Qualifications

• Active IL Life and Health insurance license (preferred)
• Experience in client service, account management, or relationship-based roles (health insurance or benefits industry required)
• Exceptional communication skills with a client-first mindset
• Strong organizational skills and attention to detail
• Ability to manage multiple client relationships simultaneously
• Problem-solving mindset with a commitment to delivering excellent service
• Comfortable working independently in a flexible, hybrid environment

What We Offer

• Flexible, part-time schedule designed for work-life balance
• Opportunity to build meaningful client relationships and make a direct impact
• Supportive, team-oriented environment
• Exposure to complex cases and personalized client solutions

How to Apply

Please submit your resume along with a brief note highlighting your client service experience and interest in the role.