Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
Serves as secondary contact and internal back up for Account Manager.
Meets with clients and insurance company representatives as requested by Sales and Account Management teams.
Creates client monthly, quarterly and annual reports utilizing Relation templates and software.
Prepares other various reports as requested.
Assists client in developing and/or refining wellness programs including coordination of health fair vendor participation.
Assists with the preparation and assembling of proposals.
Assists with development of all marketing, communication, and presentation materials including client’s employee benefits guides, communication materials and enrollment.
Develops and maintains carrier files with all updated contracts and correspondence.
Provides support for the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements.
Performs other projects, duties, and tasks, as assigned.

A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.
High School Diploma or equivalent required.
Minimum of 3+ years’ experience in Customer Service.
Bilingual (English/Spanish) preferred; may be required, depending on location.
Life, Health and Accident insurance experience preferred.
Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
Prior experience with agency management systems software and online rating systems preferred.
Proficient in using computers and Microsoft Office Suite (emphasis on Excel).

Competitive pay
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
401K
employee assistance programs
paid time off
paid holidays

Client Service Specialist – Employee Benefits

Key skills