Client Service Administrator – Group Benefits

Unison Risk Advisors; Cleveland (OH); On-site; USD 38,000 - 54,000; Full time

Job summary

Unison Risk Advisors is seeking an administrative support professional to assist two to three Client Managers in Cleveland. You will respond to requests, manage enrollment and billing tasks, and help maintain client documentation.

This role requires strong communication, multi-tasking, and a professional demeanor. You will interact with HR teams and vendors, ensuring accurate data entry and timely processing of renewals and carrier materials.

Qualifications

• College degree is an advantage but not required.
• 1–3 years of industry knowledge, healthcare benefits preferred.
• Ability to multi-task across employer groups.
• Professional written and verbal communication.
• Professional appearance and demeanor.
• Comfort communicating with HR teams at all levels.
• Health and Life license within 12 months of start date.

Responsibilities

• Provide direct administrative support for two to three Client Managers, responding promptly and collaboratively.
• Support retention of existing client base and identify up-sell/cross-sell opportunities.
• Act as a client contact, assess needs quickly, and resolve issues with sound judgment.
• Handle enrollment, billing, claims and other admin issues, ensuring complete client solutions.
• Enter current and historical account data and commissions for onboarding new clients.

Skills

Multi-tasking

Communication

Organization

Data entry

HR liaison

Education

College degree preferred

Job description

Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

A Day in The Life:

• Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.

• Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.

• Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound business judgment.

• Responds to enrollment, billing, claims, and other administrative issues; ensures a complete solution is provided to the client’s satisfaction; documents the details and outcomes of each support event.

• Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.

• Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal.

• Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately.

• Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.

• Supports the client’s integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.

• Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.

• Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client.

• Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.

• Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.

• Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.

• Delivers compliance notifications and other materials at the direction of the Client Manager.

• Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit.

• Gain the understanding of healthcare plan fundamentals and various plan types such as PPO, HDHP, HMO, Income Protection plans and supplemental benefits within the first 12 months.

• Gain working knowledge of/familiarity with claims processing basics, plan eligibility rules, COBRA and Open Enrollment.

What You’ll Need:

• A college degree is an advantage but not a requirement

• At least 1 to 3 years of industry knowledge is preferred, to include experience in medical benefits and ancillary lines of coverage

• Position requires the ability to multi-task simultaneously across employer groups.

• Ability to professionally communicate in both written and verbal forms. Use of proper grammar in all communications.

• Professional appearance and demeanor is required.

• Ability to be comfortable communicating with HR teams as well as employees of all job levels.

• Obtain Health and Life license within 12 months of start date

Who You Are:

• Energetic with a desire to learn new skills

• Strong organizational skills with ability to transition quickly from one job to another

• Ability to problem solve, think logically and work independently

• Ability to demonstrate a positive attitude and lead by example consistently

• Works well under pressure and meets established deadlines

• Good verbal and written communication skills

• Capable interpersonal skills with a collaborative approach

• Ability to manage time-sensitive projects