Client Service Specialist

Harrison Gray Search; McLean (VA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional growth opportunities

Collaborative work environment

Job summary

A premier talent acquisition firm is seeking a dedicated Client Service Specialist in McLean, Virginia. This role involves providing exceptional support to the account management team by handling client requests related to claims, billing, and eligibility. Ideal candidates will have a Life & Health Insurance license, along with at least 2 years of customer service experience. The position allows for professional growth in a collaborative, hybrid work environment that values innovation.

Qualifications

• At least 2 years of customer service experience in an office setting.
• Proficiency in Microsoft Office applications.
• Strong communication skills and ability to prioritize tasks.

Responsibilities

• Communicate and follow up with clients and insurance carriers to resolve inquiries quickly.
• Manage the full claims process, including reporting and documentation.
• Assist account managers with client activities.

Skills

Customer Service

Claims Resolution

Communication Skills

Time Management

Proficiency in Microsoft Office

Education

Life & Health Insurance license

Tools

Epic management system

Job description

Harrison Gray Search has partnered with a premier insurance and financial services firm to find a dedicated Client Service Specialist. This is a client-focused agency that prides itself on providing a superior customer experience and maintaining the highest standards of integrity.

Role Overview

As a Client Service Specialist, you will provide exceptional support to the account management team by handling daily client requests related to claims, billing, and eligibility. This role is essential for maintaining smooth agency operations and ensuring clients receive timely, high-quality service.

Key Responsibilities

• Customer Advocacy: Communicate and follow up with clients and insurance carriers to resolve inquiries quickly.
• Claims Management: Manage the full claims process, including reporting, documentation, and tracking status with carriers.
• Account Support: Assist account managers with client activities, including enrollment and eligibility requests.
• Billing & Data Entry: Resolve billing errors and maintain accurate client policy information within the Epic management system.
• Records Management: Organize and update client files to ensure all documentation is current.

Requirements

• Licensing: Must hold an active Life & Health Insurance license.
• Experience: At least 2 years of customer service experience in an office setting.
• Specialized Knowledge: Prior experience with claims resolution and eligibility is required.
• Technical Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint) and experience with agency management systems (Epic preferred).
• Soft Skills: Strong communication skills and the ability to prioritize tasks in a fast-paced environment.
• Languages: Proficiency in additional languages is a plus.

Why Join the Team?

You will work in a supportive, collaborative environment that values innovation and excellence. This position offers opportunities for professional growth and the flexibility of a hybrid work environment.