Client Service Specialist

Role Overview

• Responsible for day-to-day member/employee support for routine benefits questions and claims issues
• Responds to employee requests in a timely and accurate manner via the appropriate means of communication
• Processes eligibility (new hires and terminations); assists with communications, follow-up and distribution of applications to carriers
• Regularly run reports in benefits administration systems for processing eligibility
• Assists with census preparation and billing audits
• Gather SBCs, plan summaries, renewal, bills, and other materials as needed and manage folders in multiple locations
• Follow up with the carrier to obtain status updates and provide updates to involved parties accordingly
• Thorough documentation of all calls/emails, work effort and related problem resolution in D365
• Ensure the protection and security of a consumer’s personal, confidential, and identifiable information in a professional and responsible manner, according to the standards and requirements of the Health Insurance Portability and Accountability Act (HIPAA)
• Contributes to overall team goals and objectives through team participation and the sharing of individual skills and strengths
• Other duties as requested or assigned

Requirements

• 1–2 years’ applicable job experience, preferred
• Proficient in Microsoft suite including Microsoft Word, Excel and Outlook
• Prior experience in broker 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, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• reimbursement of job-related expenses per the company policy
• employee perks and discounts