Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
About the role
- Client Service Specialist supporting sales and client management staff in health insurance solutions. Handling administrative tasks and client communication to enhance workflows and responsiveness.
Responsibilities
- 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
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