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 managing client interactions and administrative tasks for benefits company. Collaborating with clients and support teams to provide exceptional service and resolve inquiries.
Responsibilities
- Develop and maintain relationships with clients and multiple insurance companies
- Day-to-day management of client requests, claim activities and the ongoing general administration and maintenance of group client activities
- Interact with insurance companies, clients, advisors, and plan members to provide information in response to inquiries about products and services
- Independently manage clients’ enrollments, terminations, amendments, salary and status changes, including data entry into internal systems
- Provide support to Account Managers, including the set-up of new groups, client service and administration
- Maintain security and confidentiality of client information
- Provide benefit plan administration training for new and existing clients
- Assist clients with claims and on-line processing
- Coordinate timely preparation and delivery of necessary client materials
Requirements
- 2+ years of professional experience in the group benefits industry
- 2+ years working in a client focused environment with a commitment for service excellence
- To bring a positive and professional attitude that encourages collaboration and relationship building
- To demonstrate strong conflict resolution skills, driving timely and effective outcomes
- Excellent problem solving and troubleshooting skills
- Excellent communication skills, both written and verbal
- The ability to multi-task and prioritize to meet client and internal needs
- Fluency in both French & English would be considered an asset
Benefits
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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