Client Service Coordinator, Strategic Accounts - Employee Benefits

BSI Corporate Benefits; Belém; Híbrido; USD 50.000 - 60.000; Tempo integral

Resumo da oferta

An established industry player is seeking a dedicated Client Service Specialist to enhance client relations and support business operations. This role involves managing client interactions, preparing essential documentation, and ensuring compliance with industry standards. The ideal candidate will thrive in a fast-paced environment, showcasing strong communication and organizational skills. With a commitment to employee well-being, the company offers a hybrid work model, comprehensive benefits, and a culture that prioritizes professional growth. Join a team where your contributions will make a significant impact on client satisfaction and service excellence.

Serviços

Medical benefits

Dental benefits

Vision benefits

Paid STD and LTD

Life insurance

401k with company match

Profit sharing

Tuition assistance

PTO and holidays

Office perks like free coffee/tea

Qualificações

• Bachelor’s degree or 4 years of industry experience required.
• Insurance licenses required within six months of employment.
• Strong communication and organizational skills essential.

Responsabilidades

• Support clients with group-level issues and prepare presentations.
• Track wellness participation and assist with compliance reviews.
• Act as liaison between clients and Customer Service team.

Conhecimentos

Insurance rating processes

Interpreting insurance reports

Problem-solving skills

Organizational skills

Excellent communication skills

Client rapport building

Conflict resolution

Formação académica

Bachelor’s degree in business or communications

4 years of industry experience

Ferramentas

Salesforce

PowerPoint

Outlook

Word

Excel

Google Suite

Descrição da oferta de emprego

At BSI, we are dedicated to providing exceptional service to our clients. As a rapidly growing firm, we pride ourselves on advocating for our clients on both a human and financial level. Our team is expanding, and we are looking for a passionate and dedicated Client Service Specialist to join us on this exciting journey.

Award-Winning Culture, Expertise, and Service Excellence

• Inc. Best in Business - (2022)
• The Chamber Business of the Year - (2022)
• Lehigh Valley Community Service Award PICPA & Lifepath - (2020)
• Inc. Best Workplaces - (2021 - Present)
• Lehigh Valley Business Fastest Growing Companies - (2014 - Present)
• Who's Who in Business - (2021 - Present)
• Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021)
• Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)

What You'll Do

CURRENT BUSINESS

1. Support current and prospective clients with group-level issues daily.
2. Create and prepare client presentations for the Account Director.
3. Complete and organize client paperwork related to renewals, benefit changes, and compliance reviews, saving documents on the shared drive.
4. Track wellness participation monthly.
5. Assist with open enrollment and meetings as needed.
6. Follow up by assisting the data team with audits to verify correct rates and plans.
7. Support the Account Director with proposals and enrollment preparations for key accounts.
8. Understand industry issues and laws, including the Affordable Care Act.
9. Learn about financial arrangements like fully insured, experience-rated, and self-funded plans.
10. Adhere to formatting and presentation standards.
11. Operate within guidelines to prevent errors and omissions.
12. Ensure client plan information is accurately entered into Salesforce.
13. Act as liaison between clients and the Customer Service team.
14. Collaborate with Marketing on communications and update materials as needed.
15. Facilitate EOS meetings, take minutes, and distribute documents in advance.
16. Maintain notifications and track compliance needs for clients.
17. Assist in compiling client information for compliance binders or guidebooks.
18. Develop service calendars.
19. Manage carrier setup and portal access.
20. Support compliance activities related to 5500, 1095, Medicare Part D, and others.

NEW BUSINESS

1. Support the Account Director with transition documents for new clients.
2. Assist in preparing for open enrollment meetings for new clients.

Other Functions

• Create and organize files.
• Maintain professional conduct and confidentiality.
• Keep Outlook calendar updated.
• Maintain an organized workspace.
• Use conflict resolution and provide constructive feedback.
• Support other departments and projects as needed.

What You Need To Thrive In This Role

• Bachelor’s degree in business, communications, or related field, or 4 years of industry experience.
• Insurance licenses (Life, Accidental & Health) within six months of employment.
• Understanding of insurance rating processes.
• Experience interpreting insurance reports.
• Knowledge of Health Savings Accounts.
• High energy and ability to work under pressure.
• Strong problem-solving and organizational skills.
• Excellent communication skills.
• Proficiency in Salesforce, PowerPoint, Outlook, Word, Excel, Google Suite.
• Ability to build rapport with clients and carriers.

What We Offer You

Our employee-first culture offers:

• Medical, dental, and vision benefits.
• Paid STD, LTD, life insurance, and voluntary options.
• Telemedicine and wellness programs.
• 401k with company match.
• Profit sharing, tuition assistance, and student loan benefits.
• PTO, holidays, including your birthday.
• Hybrid work model.
• Office perks like free coffee/tea and snacks.
• Summer Flex Fridays.
• Team events and activities.

Salary: $50,000 - $60,000 per year.