Unison Risk Advisors

Client Services Representative

• Works directly with clients to answer questions and resolve their issues, and loads activities into CRM Database (Epic)
• Resolves enrollment and termination issues
• Answers questions relating to legislation and benefit laws regarding HIPAA, COBRA, and FMLA
• Updates internal systems such as Epic upon group renewal
• Introduces their role to all new key contacts to build solid relationships and meets existing contacts as needed to further enhance relationship
• Maintains a full book of business while continuing to provide A+ service
• Utilizes MS Outlook, Excel, Word and other Microsoft Applications
• Follows EBS internal color-coded outlook organization standard operating procedures
• Follows internal call back standard operating procedures and email response time
• Additional job duties as assigned

Client Care Specialist – Employee Benefits