Client Experience Specialist

Risk Strategies Company; Grapevine (TX); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Best Places to Work in Insurance recognition

Strong focus on Environmental, Social, and Governance issues

Job summary

A leading brokerage firm in Grapevine, Texas, seeks a Customer Services Representative to manage enrollment and client inquiries. This position is vital in ensuring timely processing of services, student status changes, and payments, while providing excellent customer support. The successful candidate should possess a Bachelor's degree, experience in customer service, and proficiency in Microsoft Office. Join a recognized workplace known for its commitment to community and risk management solutions.

Qualifications

• Bachelor's Degree preferred.
• Previous customer service and data entry experience preferred.
• PC proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Accounting or health insurance experience a plus.

Responsibilities

• Complete all incoming services tasks accurately and in a timely manner.
• Assist the universities with student status changes.
• Handle waivers, eligibility and enrollment questions from students.
• Monitor and manage service ticket queue.
• Process and reconcile payments from universities.
• Assist the carriers and TPA’s with inquiries regarding coverage.
• Reconcile invoices and monitor payments.

Job description

Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.

Your Impact

• Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner.
• Assist the universities for adding students, deleting students, making any status changes, etc.
• Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.
• Group service ticket queue monitoring, tracking and completing (tickets within queue).
• Emergency adds of students who were left off original file, not been sent to us yet, etc.
• Processing and reconciling of payments received from the universities.
• Assist the carriers and TPA’s with questions, such as dates and coverage periods.
• Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments.
• Assist accountant with monthly payments that are sent to carriers and schools.

Successful Candidate Will Have

• Bachelor’s Degree (preferred)
• Previous customer service and data entry experience preferred
• PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook
• Accounting or health insurance experience a plus

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.