Client Engagement Specialist

Freddie Mac; Alpharetta (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading InsurTech company is seeking a Client Service professional to join their remote-first team. This role involves supporting clients throughout their lifecycle and requires a solid background in benefits administration and health insurance. Candidates should possess strong communication skills, attention to detail, and preferred experience with SaaS platforms. This position offers growth pathways and an opportunity to make a meaningful impact in the industry.

Qualifications

• 2+ years of experience in client service or health insurance account management.
• Active Life & Health Insurance License required.
• Proficiency in Microsoft Office and CRM/HRIS platforms.

Responsibilities

• Serve as a point of contact for client inquiries and handle escalations.
• Collaborate with Sales and Client Engagement Managers.
• Conduct benefit plan reviews and perform system audits.

Skills

Client service

Benefits administration

Health insurance knowledge

Communication skills

Attention to detail

Education

High school diploma

Associate's or Bachelor's degree

Tools

Microsoft Office Suite

CRM/HRIS platforms

Job description

Employer Industry: InsurTech

Why consider this job opportunity:
- Opportunity to make a measurable impact across client portfolios
- Remote-first flexibility with a high-performing, connected team
- Mission-driven culture with people at the center of everything we do
- Growth pathways, mentorship, and access to development resources
- Chance to shape the future of InsurTech with purpose and precision

What to Expect (Job Responsibilities):
- Serve as a trusted point of contact for client inquiries and handle escalations with urgency and care
- Collaborate with Sales and Client Engagement Managers to support the entire client lifecycle from onboarding to renewal
- Conduct benefit plan reviews and perform system audits to ensure operational effectiveness
- Assist in preparing and reviewing client renewal presentations with data-driven solutions
- Maintain a working knowledge of compliance regulations to educate clients effectively

What is Required (Qualifications):
- 2+ years of experience in client service, benefits administration, or health insurance account management
- High school diploma required; Associate's or Bachelor's degree preferred
- Active Life & Health Insurance License
- Strong understanding of employee benefits, including medical, dental, vision, and life plans
- Proficiency in Microsoft Office Suite and CRM/HRIS platforms

How to Stand Out (Preferred Qualifications):
- Experience with SaaS platforms
- Bilingual (Spanish) is a plus
- Excellent verbal and written communication skills with a passion for client experience
- High attention to detail and organizational strength
- Ability to juggle multiple priorities effectively

#InsurTech #ClientEngagement #RemoteWork #CareerGrowth #CustomerService

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