Client Service Specialist, Small Business Unit - Employee Benefits

Relation Insurance Services of North Carolina; Tulsa (OK); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

401K

Paid time off and holidays

Job summary

Relation Insurance Inc. in Tulsa, OK, seeks a Client Service Specialist to support daily client servicing, maintain files, and coordinate with Account Managers. You will prepare client reports and assist with wellness program coordination and proposals.

You will engage with clients and carriers, utilize Relation templates, and contribute to marketing materials and enrollment communications. A license within 90 days is required, with 3+ years of service experience and bilingual English/Spanish

Qualifications

• Minimum of 3+ years' experience in Customer Service.
• Proficiency with Microsoft Office Suite, including Excel.
• High School Diploma or equivalent.
• Life, Health and Accident license required within 90 days of hire.

Responsibilities

• Provides ongoing administrative support and coordinates with Account Managers to ensure timely, accurate client deliverables.
• Serves as secondary contact and internal back up for Account Manager.
• Meets with clients and insurance company representatives as requested.
• Creates client reports using Relation templates and software; prepares other reports as needed.
• Assists with developing wellness programs and coordinating health fair vendor participation.
• Assists with proposals and development of marketing materials and enrollment communications.
• Maintains carrier files with updated contracts and correspondence; supports government/compliance communications.
• Adopts AI solutions to enhance client service and efficiency.

Skills

Customer service

Bilingual English/Spanish

MS Office

Excel Proficiency

Education

High School Diploma

Job description

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE'RE LOOKING FOR

The Client Service Specialist assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client. The person in this position remains knowledgeable of advances in the insurance business, stays abreast of the types of insurance products available and works with clients and others in a professional manner.

A GLIMPSE INTO YOUR DAY

• Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
• Serves as secondary contact and internal back up for Account Manager.
• Meets with clients and insurance company representatives as requested by Sales and Account Management teams.
• Creates client monthly, quarterly and annual reports utilizing Relation templates and software.
• Prepares other various reports as requested.
• Assists client in developing and/or refining wellness programs including coordination of health fair vendor participation.
• Assists with the preparation and assembling of proposals.
• Assists with development of all marketing, communication, and presentation materials including client's employee benefits guides, communication materials and enrollment
• Develops and maintains carrier files with all updated contracts and correspondence.
• Provides support for the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.
• High School Diploma or equivalent required.
• Minimum of 3+ years' experience in Customer Service.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• Life, Health and Accident insurance experience preferred.
• Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
• Prior experience with agency management systems software and online rating systems preferred.
• Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Must be able to understand written and oral communication and interpret information written within policies.
• Ability to work independently with limited daily supervision and to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an indivi