Client Service Administrator - Group Benefits

Unison Risk Advisors; Cleveland (OH); On-site; USD 50,000 - 55,000; Full time

Job summary

Unison Risk Advisors in Cleveland, OH seeks a Client Service Administrator for Group Benefits to provide internal support to the account management team, coordinate enrollment, billing, and claims, and ensure accurate client data.

You will work with sales and service staff, prepare client materials, and help identify opportunities for up-selling or cross-selling while maintaining records and delivering high-quality service.

Qualifications

• Strong written and verbal communication with professional business etiquette.
• Ability to manage multiple priorities across employer groups.
• Health and Life License obtainable within 12 months of hire.

Responsibilities

• Provide administrative support to Client Managers and serve as a key service resource for client accounts.
• Respond to inquiries regarding enrollment, billing, claims, and related administrative matters.
• Maintain client records and prepare enrollment documentation and client deliverables.

Skills

Written communication

Verbal communication

Multitasking

Professional business etiquette

Education

High school diploma or equivalent

College degree preferred

Job description

Client Service Administrator, Group Benefits– Job Description

Position Summary

Responsible for providing internal support to an account management team for an assigned book of business.Collaborateswith sales and service staff,interfaceswith clients and carriers,maintainsrecords, supports client retention activities, andperformsadministrative and operational duties to ensure high-quality client service delivery.

Functional Leadership & Ownership

• Provide direct administrative support to assigned Client Managers and act as a key service resource for client accounts.
• Serve as aclientcontact and respond to inquiriesregardingenrollment, billing, claims, and related administrative matters.
• Support client retention efforts andidentifyopportunities for up-selling or cross-selling products and services.

Hands-On Execution & Delivery

• Maintain client account information, commissions, and records within systems of record.
• Collect, organize, and catalog account documentation from clients and vendors.
• Prepare client and carrier deliverables, presentations, meeting materials, and enrollment documentation.

Reporting, Quality & Operational Support

• Ensure data accuracy,timelydocumentation, and commission tracking.
• Capture meeting notes,monitoraction items, and document outcomes.
• Request and review reports, plan documents, Form5500s, and client-specific information.

Cross-Functional Partnership & Integration

• Coordinate with Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, vendors, and carriers.
• Schedule and facilitate meetings to support client service objectives.
• Partner with internal stakeholders to ensure seamless support and issue resolution.

Growth, Change & Special Initiatives

• Support renewal processes by collecting incumbent carrier information andsolicitingalternate vendor bids.
• Develop knowledge of healthcare reform, HIPAA, COBRA, and related legislation.
• Build understanding of healthcare plan fundamentals, claims processing, eligibility, and open enrollment processes.

Process Improvement & Best Practices

• Maintainaccurateclient records and standardized documentation.
• Identifyopportunities to streamline administrative and client servicing processes.
• Promote efficient and consistent service delivery practices.

Center of Excellence (COE) Contribution

• Support the adoption of standardized client service processes and documentation.
• Contribute to knowledge sharing and operational consistency across teams.

Accountability

• Deliveraccurateandtimelyadministrative and client support services.
• Maintain the integrity of client data, documentation, and commission records.
• Support successful client retention, renewal, and service initiatives.
• Build collaborative relationships with clients, carriers, and internal stakeholders.
• Demonstrate sound judgment, organization, and ownership of assigned responsibilities.

Qualifications

Required

• High school diploma or equivalent; college degree preferred.
• 1-3 years of benefits, insurance, or related industry experience preferred.
• Strong written and verbal communication skills with professional business etiquette.
• Ability to manage multiple priorities across employer groups simultaneously.
• Ability to obtain a Health and Life License within 12 months of hire.

Preferred

• Experience with medical benefits and ancillary lines of coverage.
• Experience interacting with HR teams and employees across all organizational levels.
• Knowledge of claims processing, eligibility, COBRA, and open enrollment processes.

Key Competencies

• Customer Service Orientation
• Ownership & Accountability
• Organization & Time Management
• Problem Solving & Sound Judgment
• Collaboration & Communication
• Change Agility & Continuous Learning
• Business & Benefits Acumen

Compensation

The base salary range for this position is $50,000 to $55,000 annually. Individual compensation will be determined based on a variety of factors including relevant experience, skills, education, and internal equity.