Client Service Assistant - Employee Benefits

Sterling Seacrest Pritchard; Savannah (GA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Flexible PTO

Health Insurance (Medical/Dental/Vision)

Safe Harbor 401K

Flexible Work Schedule

In-House Continuing Education

Team Outings & Events

Job summary

Sterling Seacrest Pritchard in Savannah, Georgia is seeking a Client Service Assistant (CSA) to gain exposure in the insurance industry. You will assist Client Service Associates and Executives through various service and marketing activities, gaining knowledge of insurance products.

This role requires detail-oriented individuals with strong communication skills. Perks include flexible PTO, health insurance, and a safe harbor 401K plan. Ideal for candidates eager to learn and grow in a supportive environment.

Qualifications

• Attention to detail is crucial for providing accurate client service.
• Proficient time management and workflow prioritization are essential.
• Strong communication skills, both oral and written, are required.

Responsibilities

• Assist clients with inquiries related to benefit coverages.
• Support marketing efforts and prepare renewal analyses.
• Maintain client information within the Agency Management System.

Skills

Attention to detail

Time management

Effective oral and written communication

Proactive problem solving

Eagerness to learn

Job description

Client Service Assistant

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

A DAY IN THE LIFE: https://youtu.be/PZ-V0W8RH2k

WHAT YOU’LL DO (Essential Job Tasks)

• Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions
• Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
• Cultivation of carrier and client relationships

Renewal & Marketing

• Marketing efforts and plan implementation for new business and renewals
• Preparation and presentation of analysis for renewal and marketing results
• Preparation of enrollment materials and presentations
• Set up and maintenance of benefit administration systems

Administrative

• Maintenance of client information in Agency Management System
• Eligibility services including employee additions and terminations for select employer groups
• Monthly, quarterly and annual reportingAuditing invoices and eligibility
• Other tasks as assigned

WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)

• Attention to detail
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn
• Proactive problem solving

Perks/Benefits

• Flexible PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.