E-Central Credit Union

Client Services Representative

• Client support
• Serve as a primary support contact for the collection, quoting, and presentation process for prospective and existing clients
• Assist with new client onboarding, implementation, and ongoing benefit administration coordination
• Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation
• Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction
• Technology support
• Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates
• Maintain and update benefit administration systems (e.g., Employee Navigator) and internal operational platforms
• Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level-funded, and ancillary)
• Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery
• Enrollment and renewal support
• Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements
• Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development
• Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners
• Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications

Client Services Support – Employee Benefits