Client Services Associate

Addison Group; Charlotte (NC); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Job summary

Addison Group is hiring a Client Services Associate in Charlotte, NC. The role requires in-office work, handling insurance applications, processing documentation, and maintaining client records with strong attention to detail.

The candidate will manage high-volume communications, quotes, and carrier coordination while providing exceptional customer service. Training will cover internal systems and processes.

Qualifications

• Strong customer service and administrative skills.
• Excellent written and verbal communication.
• Organized and detail-oriented with accurate documentation.
• Proficient in Microsoft Office applications and data management.
• Ability to handle high-volume emails and deadlines.

Responsibilities

• Maintain accurate customer databases and internal records.
• Assist clients with insurance applications and related paperwork.
• Submit and process applications with accuracy and speed.
• Prepare rate quotes for different client segments.
• Respond to client inquiries via email and phone with timely follow-up.

Skills

Customer service

Administrative skills

Microsoft Office

Attention to detail

Communication skills

Organizational skills

Data management

Time management

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Publisher

Job description

Job Title

Client Services Associate

Location

Charlotte, NC

Industry

Insurance / Professional Services

Pay

$22/hr.-$24/hr.

Benefits

This position is eligible for Medical, Dental, Vision, and 401K.

40-Hour Workweek | Full-Time Contract

About Our Client

Addison Group is partnering with our client to hire a Client Services Associate. This is an excellent opportunity for someone with strong customer service and administrative skills who enjoys working with people while managing detailed processes and documentation. The ideal candidate will be organized, detail-oriented, comfortable handling paperwork, and able to learn new systems and processes quickly. This is an in-office position offering the opportunity to work alongside a collaborative team while supporting clients throughout the insurance application process.

Job Description

The Client Services Associate will provide exceptional customer service and administrative support to both internal and external clients. This role is responsible for assisting with insurance applications, processing documentation, communicating with clients, coordinating with insurance carriers, and maintaining accurate customer records. The ideal candidate is someone who enjoys a fast-paced environment, can manage a high volume of communication, and takes pride in accuracy, organization, and timely follow-up. This position requires someone who can work independently while also collaborating effectively with a team.

Key Responsibilities

• Maintain accurate customer databases using internal systems and Microsoft Excel.
• Assist clients with completing insurance applications and related documentation.
• Submit and process insurance applications accurately and efficiently.
• Prepare and send rate quotes for both under -65 and over -65 clients.
• Respond to a high volume of client communications, including 60+ emails per day.
• Provide professional and timely responses to client questions and requests.
• Follow up with insurance carriers regarding application status and outstanding items.
• Communicate application updates to clients and ensure they remain informed throughout the process.
• Complete Medicare Part D and Medicare Advantage prescription drug plan reviews.
• Maintain accurate client records, application documentation, and tracking information.
• Monitor application progress and follow up on outstanding requirements.
• Send timely thank-you correspondence within 10 days of application approval.
• Maintain professional and technical knowledge through ongoing review of industry information and publications.
• Manage multiple processes and priorities while maintaining accuracy and meeting deadlines.
• Perform additional administrative and client service duties as needed.

Qualifications

• Exceptional customer service and interpersonal communication skills.
• Strong administrative and written communication abilities.
• Excellent organizational and time-management skills.
• Strong attention to detail and ability to manage complicated processes.
• Ability to handle a high volume of emails and client requests.
• Strong Microsoft Office skills, including Microsoft Word, Excel, PowerPoint, Outlook, and Publisher.
• Strong reporting and data management skills.
• Ability to retain detailed process information and learn new systems quickly.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Professionalism and strong interpersonal skills.
• Good mathematical skills and ability to work accurately with numbers.
• Excellent verbal and written communication skills.
• Ability to work independently and collaboratively as part of a team.
• Strong follow-up skills and ability to manage tasks through completion.
• Comfortable working with confidential client information.

Additional Details

• Schedule: Monday-Friday, 40 hours per week.
• Work Arrangement: Fully in-office.
• Employment Type: Full-time contract.
• Fast-paced, detail-oriented environment with a strong focus on client service and administrative accuracy.
• Position requires frequent communication with clients and insurance carriers.
• Training will be provided on internal systems, workflows, insurance applications, and applicable processes.
• Candidates should be comfortable managing multiple priorities, detailed paperwork, and documentation.
• Consistent attendance and reliability are expected.
• Ability to manage multiple deadlines and complete timely follow-up is essential.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.