Client Services Associate managing Debt Capital Markets operational aspects. Involves transaction management, client interaction, and compliance in a fast - paced environment.
About the role
- Client Service Specialist assisting with benefit plan information and administrative tasks. Working during flexible hours to support clients and manage inquiries related to insurance solutions.
Responsibilities
- Provide benefit plan and eligibility information
- Assist with billing and claims
- Provide ID Cards, locate in-network Providers, and assist with access to care inquiries
- Provide renewal audit support.
- Review, document, and respond to cases in tracking system
- Assist with special projects, research, and administrative tasks
- Available to work a flexible schedule during the hours of 8:00-7:00
- Adhere to client’s holiday working schedule
- Coordinate with other team members on vacation and other personal days off or time away from the office to ensure adequate staffing.
- Respond to inquiries regarding gift card issues and inventory restock
- Administer and manage a gift card call center, email inbox, and external ticket system
- Work with bank personnel on banking issues
- Submit and verify inventory invoices for payment
- Manage the Business to Business and Business to Customer gift card registrations and orders
- Manages the Restaurant Bulk Load transactions
- Collaborate with payroll, accounting departments, bank partners as needed to resolve various Treasury issues
- Assist in gift card liability reconciliations and reports
- Manage Holiday Card Inventory Requests and shipments
- Miscellaneous administration work
- Real time documentation updates
- Works on special projects as assigned
Requirements
- An inquisitive nature, always pressing to know more and understand more about the client and their needs
- Technology savvy, having a curiosity and propensity to learn more about computers, software and other tools that make business more effective and productive
- Strong mathematical and analytical skills enabling one to gather data and present it in a clear and understandable method to the receiving audience
- An excellent communicator (listens, speaks, and writes well)
- Highly organized and process driven, can manage a multitude of requests, details, and follow-ups (including paper work)
- This position may require getting to and from client locations and physical office. For that, reliable transportation and punctuality is required
- Welcomes change
- At least 2 years of industry experience, including insurance, carriers, benefits, human resources, broker/agent, technology field, data processor, electronic software applications.
- High school diploma, minimally. College degree and any other professionally related designations are preferred.
- Proficient in MS Office (Excel, Word, Outlook and PowerPoint)
- Benefits Administration experience preferred.
- Life and Health License is required. If hired without a license, employee will have 120 days from date of hire to successfully complete the pre-licensing and pass the licensing exam.
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
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