Client Benefits & Renewal Specialist

Summit Financial Group, Inc.; Tulsa (OK); On-site; USD 42,000 - 52,000; Full time

Job summary

Summit Financial Group, Inc. is seeking a Client Service Representative to assist Account Managers in Employee Benefits. You will handle inquiries, process enrollment changes, and support renewal activities, delivering professional service to clients and their employees.

You should have health insurance customer service experience, office experience, and proficiency with Microsoft Office and Excel. A strong client-focused attitude and teamwork are essential.

Qualifications

• 2+ years of health insurance customer service experience
• Prior office experience
• Experience using Microsoft Office; Office365 experience preferred
• Proficiency with Excel

Responsibilities

• Monitor and respond to customer inquiries thoroughly, accurately and timely, providing first contact resolution whenever possible
• Follow up on requests to make sure they were completed appropriately
• Provide customer service with a professional, courteous and empathetic attitude; building a positive relationship with our clients and their employees
• Collaborate with account management associates to prioritize issues, and keep them informed of the status
• Document all contact and tasks in CRM and effectively communicate open issues and updates with account managers
• Process employee enrollment changes with carriers and record confirmations
• Assist with pre and post-renewal processes and client communication
• Gain a sound working knowledge of the carriers and other vendors including basic contractual language and terminology
• Perform related responsibilities and general administrative duties as required or assigned.

Skills

Customer service

Education

High school diploma or equivalent

Bachelor's degree preferred

Active state life, accident and health license preferred

Tools

Excel

Office 365

Job description

Summit Financial Group, Inc. is seeking a Client Service Representative to assist Account Managers in Employee Benefits. You will handle inquiries, process enrollment changes, and support renewal activities, delivering professional service to clients and their employees.

You should have health insurance customer service experience, office experience, and proficiency with Microsoft Office and Excel. A strong client-focused attitude and teamwork are essential.