Client Service Specialist - Employer Benefit Solutions

Ledgent Technology; City of Rochester (NY); On-site; USD 45,000 - 60,000; Full time

Job summary

A client-focused organization in the City of Rochester seeks a Client Service Specialist responsible for ensuring the Account Management team effectively supports clients with their employee benefits programs. Applicants should possess a Bachelor's degree, a Life, Accident and Health Insurance License, and strong customer service skills. Bilingual abilities in Spanish are a plus. The role includes managing client inquiries, processing claims, and client satisfaction management.

Qualifications

• Customer service and interpersonal skills for interacting with clients.
• Communication skills, both written and verbal.
• Ability to respond effectively and timely to communications.

Responsibilities

• Collaborate with the Account Management team to support client programs.
• Field and manage inquiries from clients and employees.
• Assist with employee claim issues and manage enrollments at the carrier level.

Skills

Client service orientation

Communication skills

Customer service

Excel

Office 365

Bilingual in Spanish

Education

Bachelor's degree or equivalent experience

Life, Accident and Health Insurance License

Job description

Client Service Specialist Responsibilities

• Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure the team is equipped to support and consult clients on their employee benefits programs.
• Field and manage client, employee, and carrier inquiries. Escalate issues to senior account team members as required for resolution.
• Assist with employee claim issues and follow up on pending claims issues.
• Manage and process enrollments at the carrier level.
• Manage and process COBRA offerings and participants.
• Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers.
• Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request.
• With senior team member oversight, support renewal administration for clients, including preparing presentations, benefit guides, and enrollment meeting materials as required.
• Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy.
• Work with carriers and account team members to implement appropriate coverage for clients.
• Support in the implementation and ongoing maintenance / review of Benefits Administration and Call Center engagements.
• Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms.
• With senior team member oversight, contribute to completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates.
• Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials.
• Handle ongoing client maintenance projects as determined by account team.
• Achieve and sustain client satisfaction on assigned accounts by managing client expectations according to our services agreement.
• Other duties as assigned.

Job Qualifications

• Bachelor's degree or equivalent experience.
• Life, Accident and Health Insurance License required within 6 months of hire (Daybright will cover costs for the training/exam).
• Customer service and interpersonal skills for dealing with different types of team members and clients.
• Communication skills, both written and verbal.
• Client service orientation and ability to respond to all communications effectively and timely.
• Proficient in Excel and Office 365.
• Client service experience with employee benefits, including major medical and voluntary and/or worksite benefits a plus.
• Insurance experience managing client and carrier relationships a plus.
• A good sense of humor and positive attitude.
• Strong organizational skills.
• Bilingual in Spanish a plus.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.