We are seeking a Client Service Specialist to provide administrative and operational support to an employee benefits account management team. This role focuses on processing, documentation, coordination, and responding to routine client, employee, and carrier requests. The ideal candidate is detail-oriented, organized, and comfortable handling multiple administrative tasks in a professional services environment.
Key Responsibilities
Provide day-to-day administrative support to the account management team
Respond to basic client, employee, and insurance carrier inquiries;escalate issues when needed
Assist with employee claims follow-up and documentation
Process benefit enrollments and changes with insurance carriers
Administer COBRA enrollments and participant records
Review and organize incoming and outgoing client and carrier paperwork
Support billing, payment reviews, and reporting tasks as requested
Assist with RFP preparation by collecting data, completing templates, and summarizing information
Support renewal preparation by assisting with benefit guides, presentations, and enrollment materials
Review benefit summaries and SBCs for accuracy and completeness
Perform other administrative duties as needed
Qualifications
Bachelor’s degree or equivalent work experience
Life, Accident & Health Insurance License required within 6 months of hire (training and exam covered)
Strong administrative, organizational, and time management skills
Customer service mindset with professional communication skills
Ability to manage multiple tasks and meet deadlines
Proficiency in Microsoft Excel and Office 365
Preferred Qualifications
Prior administrative or client service experience in employee benefits or insurance
Experience working with insurance carriers and benefit platforms
Bilingual in Spanish a plus
Detail-oriented, dependable, and positive team player
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