Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Client Service Specialist supporting sales and client management by assisting with group enrollment and compliance tasks. Enhancing workflows, timeliness, and client responsiveness at OneDigital.
Responsibilities
- 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
- Manages compliance-related tasks such as POP/cafeteria documents, Business Associate Agreements, Wrap Docs, ACA Reporting, CMS Reporting, 5500 Reporting, Exchange Notices, and COBRA
- Utilizes CANVA to create Benefit Guides and highlight sheets
- Prepares renewal presentations and employee open enrollment materials
- Supports EDI/Carrier integration set-up
- Pulls ID cards and researches claims issues/questions
- Processes enrollments, terminations, and changes
- Conducts billing/invoice audits
- Provides Ben Admin service training and troubleshooting
- Pulls/requests renewals from carriers
- Prepares RFP materials and spreads
- Educates market network
- Updates D365 and sends out BCD
- Updates SharePoint group files
- Initiates new carrier paperwork
Requirements
- 2+ years’ applicable job experience, preferred
- Proficient with Microsoft Office products, required
- Prior experience in a 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.
Client Services Representative responsible for addressing account and transaction inquiries for Moneycorp. Providing exceptional support and communication to enhance customer satisfaction and loyalty.
Senior Specialist at BNY influencing client service through systems integration and business problem - solving. Working with the Salesforce.com ecosystem and guiding less experienced analysts.
Client Services Manager responsible for client account success and campaign performance optimization. Working at Ogury, a global adtech company revolutionizing persona - based strategies.
Client Services Supervisor managing team dynamics while enhancing customer interactions at an independent beauty distributor based in Northbrook, Illinois.