Supports Sales, Account Management, and Leadership by managing new business, renewals, reporting, RFPs, and issue resolution.
Enhances sales capacity, improves data accuracy, and strengthens collaboration across Dental, Vision, and Ancillary lines of business.
Acts as a liaison among Sales, Underwriting, Medical Support, Marketing, and Operations.
Ensures accurate, timely, and compliant execution of activities that drive growth and retention.
Assists with large and complex RFP requests, including monitoring, tracking, and managing related reporting.
Partners with medical internal teams to obtain product/client specific disruption, carryover, geo-access, and other required reporting.
Manages high-level escalated issues related to benefits, products, and claims—ensuring timely resolution and communication.
Works with Healthcare and National Accounts teams to secure quarterly reporting for group reviews.

Bachelor's degree or advanced degree (where required)
5+ years of experience in related field
In lieu of degree, 7+ years of experience in related field
Must be able to obtain a North Carolina Health and Life Insurance license within 60 days of employment in this position.
Must possess and maintain a valid driver’s license.

Medical, dental, and vision coverage along with numerous health and wellness programs
Parental leave and support plus adoption and surrogacy assistance
Career development programs and tuition reimbursement for continued education
401k match including an annual company contribution

Senior Client Service Advisor

Key skills