Client Service Representative

VBG01 Venbrook Group LLC; Irvine (CA); On-site; USD 38,243 - 54,468; Full time

Job summary

VBG01 Venbrook Group LLC is seeking a Client Services Representative to support employees and HR contacts by handling benefit inquiries in a high-volume environment. The role involves resolving routine issues and guiding members through benefit-related processes.

Key responsibilities include processing ID card requests, verifying eligibility, and documenting all interactions in the CRM system. Candidates should have 1–3 years of experience in employee benefits, strong communication skills, and proficiency in Microsoft Office.

This position offers an hourly rate of up to $33.65 and requires bilingual support in English and Spanish.

Qualifications

• 1–3 years of employee benefits experience working at an insurance broker.
• Experience in an employee benefits brokerage or consulting environment preferred.
• Experience with CRM or benefits administration platforms preferred.

Responsibilities

• Serves as the primary contact for benefit inquiries via phone and email.
• Explains coverage and benefit usage in clear terms.
• Guides members through carrier portals and mobile applications.
• Processes ID card requests and confirms provider network participation.
• Identifies issues requiring escalation and routes cases to Client Management.

Skills

Clear written and verbal communication skills

Ability to manage high call and email volume

Strong organization and follow-through

Professional and composed in time-sensitive situations

Bilingual English and Spanish

Education

Associate’s or Bachelor’s degree

Knowledge of benefit plans

Tools

Microsoft Office Suite

Job description

Company Overview

Venbrook Group, LLC (“Venbrook”) is a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook’s team of experts and industry specialists partner with their clients to manage their risks, create security, promote growth, and add value by delivering best‑in‑class insurance products and programs. Venbrook is headquartered in Los Angeles, with various locations across the country. Venbrook caters to a national client base across myriad industries with divergent needs. Venbrook is committed to ongoing product innovation, market agility, and strength in our partnerships for risk management solutions that allow you to focus on driving your business forward.

Position Summary

The Client Services Representative supports employees and HR contacts with day‑to‑day benefit inquiries in a high‑volume, member‑facing environment. This role resolves routine issues, escalates complex matters following defined guidelines, and supports a consistent member experience while reducing service interruptions for Client Management teams.

Position Requirements

Employee & Member Support: Serves as the primary contact for benefit inquiries via phone and email. Explains coverage, eligibility, and benefit usage in clear terms. Guides members through carrier portals, mobile applications, and ID card access. Supports employees during open enrollment.

Benefits & Claims Administration: Processes ID card requests and replacements, confirms provider network participation, responds to basic claim status inquiries, and verifies eligibility and enrollment changes. Manages dependent additions and removals, provides prescription refill guidance, and addresses standard open enrollment questions.

Issue Resolution & Escalation: Identifies issues requiring escalation and routes cases to Client Management per internal guidelines. Ensures complete documentation prior to escalation and maintains ownership until successful handoff is confirmed.

Documentation & Collaboration: Documents all interactions and outcomes in the CRM system. Tracks open items through resolution. Partners with Client Managers and Advocacy teams. Identifies recurring issues and shares trends with leadership.

Key Responsibilities

• Serves as the primary contact for benefit inquiries via phone and email.
• Explains coverage, eligibility, and benefit usage in clear terms to employees and HR contacts.
• Guides members through carrier portals, mobile applications, and ID card access.
• Supports employees during open enrollment periods.
• Provides bilingual support in English and Spanish when applicable.
• Processes ID card requests and replacements.
• Confirms provider network participation.
• Responds to basic claim status inquiries.
• Verifies eligibility and enrollment changes.
• Processes dependent additions and removals.
• Provides prescription refill guidance.
• Addresses standard open enrollment questions.
• Identifies issues requiring escalation and routes cases to Client Management per internal guidelines.
• Ensures complete documentation prior to escalation.
• Maintains ownership of escalated items until successful handoff is confirmed.
• Documents all interactions and outcomes in the CRM system.
• Tracks open items through resolution.
• Partners with Client Managers and Advocacy teams to ensure follow‑through.
• Identifies recurring issues and shares trends with leadership.

Required Qualifications

• 1–3 years of employee benefits experience working at an insurance broker.
• Clear written and verbal communication skills.
• Ability to manage high call and email volume.
• Strong organization and follow‑through.
• Professional and composed in time‑sensitive situations.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel).

Education & Credentials

• Associate’s or Bachelor’s degree preferred.
• Bilingual English and Spanish preferred.
• Experience in an employee benefits brokerage or consulting environment preferred.
• Knowledge of benefit plans preferred, required.
• Experience with CRM or benefits administration platforms preferred.

Hourly Rate up to $33.65 /hour.