Client Service Specialist – Employee Benefits

Relation Insurance Services

Client Service Specialist assisting with employee benefits administration in insurance brokerage. Coordinating client services, maintaining records, and producing reports for the service team.

Posted 4/14/2026full-timeTulsa • Oklahoma, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $16 - $34 per hourWebsite

About the role

Key responsibilities & impact

Assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client
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 secondary contact and internal back up for Account Manager
Meets with clients and insurance company representatives as requested by Sales and Account Management teams
Creates client monthly, quarterly and annual reports utilizing Relation templates and software
Prepares other various reports as requested
Assists client in developing and/or refining wellness programs including coordination of health fair vendor participation
Assists with the preparation and assembling of proposals
Assists with development of all marketing, communication, and presentation materials including client’s employee benefits guides, communication materials and enrollment
Develops and maintains carrier files with all updated contracts and correspondence
Provides support for the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements
Performs other projects, duties, and tasks, as assigned

Requirements

What you’ll need

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 3+ years’ experience in Customer Service
Bilingual (English/Spanish) preferred; may be required, depending on location
Life, Health and Accident insurance experience preferred
Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred
Prior experience with agency management systems software and online rating systems preferred
Proficient in using computers and Microsoft Office Suite (emphasis on Excel)
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
Must be able to understand written and oral communications and interpret information written within policies
Ability to work independently with limited daily supervision and to work effectively in a team environment
Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer serviceinsurance marketsinsurance productsinsurance servicesinsurance ratingsunderwriting proceduresagency management systemsonline rating systemsMicrosoft Office SuiteExcel

Soft Skills

interpersonal skillscommunication skillsteamworkindependencetime managementprioritizationmultitaskingrelationship managementproblem-solvingadaptability

Certifications

Life, Health and Accident License