Client Services Representative

• Review and analyze documents, claim forms, supporting materials, and contract-related information
• Respond to complex inquiries from customers and clients
• Follow standard protocols, procedures, and instructions from Project Managers and Supervisors
• Apply feedback quickly and accurately to meet project expectations
• Work collaboratively with internal teams, project managers, supervisors, and business partners
• Monitor claims and correspondence work to ensure procedures are followed and project goals are met
• Assist supervisors and project managers in resolving issues that arise
• Identify errors, monitor the overall health of the case, and help create solutions
• Support quality assurance, deadlines, deliverables, and client-focused project outcomes

Client Services Project Lawyer

• 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

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Client Services Project Lawyer

Client Service Specialist – Employee Benefits