Client Service Specialist – Employee Benefits
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Tulsa • Oklahoma • Texas • United States
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Salary
💰 $16 - $34 per hour
About the role
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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