Client Service Specialist

Role Overview

• Supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Updates census, policy information and commissions for all accounts and policies
• Assists with renewals and new business applications
• Attaches applications to appropriate client file in Microsoft CRM
• Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials
• Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow

Requirements

• 2 + years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Prior experience in brokerage agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites, preferred
• Proven track record in customer service; preferred
• Bachelor’s Degree, preferred
• Familiarity with database applications, a plus

Benefits

• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions