Senior Client Service Specialist – Employee Benefits
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Pleasant Hill • California • United States
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Salary
💰 $16 - $35 per hour
Job Level
About the role
- Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
- Serves as a client advocate and a point of contact for assigned accounts.
- Assists in managing client expectations, service commitments, and anticipates needs of the client.
- Answers correspondence related to client’s employee benefit plans in a timely manner.
- Documents all client interaction and updates client service logs.
- Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.
- Quickly identifies and resolves basic client service issues.
- Assists with identifying, conducting research, and resolving participant benefit issues.
- Conducts research on billing issues on behalf of the clients.
- Coordinates with clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes as directed.
- Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.
- Creates client monthly, quarterly and annual reports utilizing Relation templates and software.
- Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports.
- Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.
- Enters benefit enrollments and terminations for assigned clients.
- Assists with the creation of client presentations using Excel and PowerPoint.
- Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.
- Assists with creating spreadsheets and premium allocations.
- Prepares summaries of insurance with guidance from Account Manager and other service team members.
- Recommends process improvements as needed.
- Performs other projects, duties, and tasks, as assigned.
Requirements
- A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.
- High School Diploma or equivalent required.
- Minimum of 5+ years of Customer Service experience.
- At least 1-year previous Life, Health and Accident experience.
- Bilingual (English/Spanish) preferred; may be required, depending on location.
- Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
- Proficient in using computers and Microsoft Office Suite (emphasis on Excel).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceclient advocacybenefit plan documentationbilling issue resolutiondata accumulationcompliance supportopen enrollment managementpresentation creationinsurance summary preparationprocess improvement
Soft Skills
communicationorganizationalproblem-solvingclient relationship managementanticipation of client needs
Certifications
Life, Health and Accident LicenseHigh School Diploma or equivalent