Client Service Specialist

Role Overview

• Supports the Ancillary Center of Excellence team by assisting with group quoting, RFP creation, CRM management, and additional administrative functions designed to improve workflows
• Uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business
• Manages and executes assigned department CRM workflows, including client data updates and broker/client documentation updates
• Supports the development of requests for proposal through documentation management and departmental reporting support
• May work with benefit communications and/or technology teams to confirm client data
• Collaborates with key stakeholders and subject matter experts to execute project work

Requirements

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• 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 insurance
• Wellbeing programs
• Retirement plans
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses
• Employee perks and discounts