Client Services Support – Employee Benefits

Jobtailor; Deutschland; Vor Ort; EUR 42.000 - 62.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a Client Support professional to serve as the primary contact for client onboarding, benefits coordination, and enrollment documentation, ensuring accurate data and timely responses.

The role also covers technology support, CRM maintenance, carrier quoting, and renewal coordination, requiring strong organizational skills, attention to detail, and effective collaboration with internal teams.

Qualifikationen

• Experience with CRM systems and benefit administration platforms.
• Strong attention to detail with data accuracy and documentation management.
• Excellent communication and interpersonal skills for client interactions.
• Ability to prioritize deadlines and manage multiple workflows, especially during renewals.

Aufgaben

• Serve as primary support contact for client onboarding, quoting, and enrollment documentation.
• Maintain CRM records and update benefit administration systems and pipelines.
• Coordinate enrollments, renewals, and service requests with carriers and vendors.
• Support open enrollment activities, deadlines, and client communications.

Kenntnisse

CRM proficiency

Attention to detail

Communication skills

Organizational skills

Excel proficiency

Team collaboration

Tools

Employee Navigator

CRM Systems

Quoting Platforms

Operational Platforms

Jobbeschreibung

Client Support

• Serve as primary support contact for the collection, quoting, and presentation process for prospective and existing clients.
• Assist with new client onboarding, implementation, and ongoing benefit administration coordination.
• Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation.
• Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction.

Technology Support

• Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates.
• Maintain and update benefit administration systems (e.g., Employee Navigator) and internal operational platforms.
• Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level‑funded, and ancillary).
• Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery.

Enrollment and Renewal Support

• Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements.
• Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development.
• Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners.
• Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications.

Requirements

• 2–5 years of experience in employee benefits, insurance operations, client support, or a related field.
• Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred.
• Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows.
• Experience with CRM systems and benefit administration platforms (e.g., Employee Navigator) or similar tools.
• Proficient in Microsoft Office (especially Excel) and comfortable learning new systems and technologies.
• Ability to prioritize deadlines and manage competing priorities, particularly during renewal and enrollment cycles.
• Strong organizational and follow-through skills with a proactive, problem-solving mindset.
• Excellent communication and interpersonal skills with a focus on delivering high-quality client experience.
• Collaborative team player who can coordinate effectively with internal teams, carriers, and external partners.
• Desire to learn, grow, and develop within the employee benefits and client service career path.

Demonstrates expertise in client support and benefit administration, with a strong focus on managing documentation, data accuracy, and effective communication. Proficient in utilizing CRM systems and benefit administration platforms to enhance client experience and streamline processes.

Tools & Technologies

• Employee Navigator
• CRM Systems
• Quoting Platforms
• Operational Platforms