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Client Services Support – Employee Benefits
E-Central Credit UnionClient Services Support expanding employee benefits solutions for credit unions. Collaborating with clients to assess needs and tailor competitive health plans as part of InterLutions.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 2–5 years of experience in employee benefits, insurance operations, client support, or a related field
- Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred
- Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows
- Experience with CRM systems and benefit administration platforms (e.g., Employee Navigator) or similar tools
- Proficient in Microsoft Office (especially Excel) and comfortable learning new systems and technologies
- Ability to prioritize deadlines and manage competing priorities, particularly during renewal and enrollment cycles
- Strong organizational and follow-through skills with a proactive, problem-solving mindset
- Excellent communication and interpersonal skills with a focus on delivering high-quality client experience
- Collaborative team player who can coordinate effectively with internal teams, carriers, and external partners
- Desire to learn, grow, and develop within the employee benefits and client service career path.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Employee BenefitsInsurance OperationsQuoting ProcessesRenewal ProcessesDocumentation Management
Soft Skills
Attention to DetailOrganizational SkillsProblem-Solving MindsetInterpersonal SkillsTeam Collaboration