Client Success Specialist, Employee Benefits

Jobtailor; Irvine (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in Irvine, CA seeks an experienced employee benefits professional to manage open enrollment, renewal workflows, and client communications. You will coordinate with carriers and vendors, oversee compliance tasks, and drive process improvements.

This role requires 1–3+ years in a brokerage or related service role, a bachelor's degree, and licenses. Strong Excel and MS Office skills, attention to detail, and the ability to work across time zones are essential.

Qualifications

• Bachelor's degree preferred in business, HR, finance, or related field.
• 1-3+ years of employee benefits experience in brokerage, carrier, or client service.
• Must hold or obtain and maintain insurance licenses for the role.
• Strong verbal and written communication skills.
• Familiarity with renewal workflows and benefits processes.

Responsibilities

• Own assigned client tasks, meet due dates, and track progress in the Agency Management System.
• Lead process execution and cross-functional coordination for assigned clients.
• Oversee open enrollment activities within renewal timeline.
• Identify discrepancies and root causes; resolve issues.
• Support COBRA, EOI, notices, and plan documentation.
• Coordinate with carriers, vendors, teams, clients, and members to resolve escalated issues.
• Advise colleagues and partners on complex eligibility and benefits questions.
• Create client-ready documentation and recommendations.
• Prepare renewal materials and open enrollment instructions.
• Identify and contribute to process improvements.
• Support implementations and open enrollment by identifying service risks.
• Support retention and growth of an assigned book of business.
• Participate in open enrollment calls and meetings as a knowledgeable contact.

Skills

Employee Benefits

Agency Management Systems

Microsoft Excel

Data Analysis

Cross-Functional Coordination

Education

Bachelor's degree in business, human resources, finance, or related field

Tools

Agency Management Systems

Microsoft Office

Payroll Technology Systems

Digital Workflow Platforms

AI-Enabled Tools

Job description

• Own assigned client tasks, meet required due dates, and track progress in the Agency Management System
• Independently lead process execution and cross-functional coordination for assigned clients
• Oversee open enrollment activities within the renewal timeline
• Identify discrepancies, determine root causes, resolve issues, or escape appropriately
• Support compliance activities including COBRA, EOI, notices, and plan documentation
• Coordinate with carriers, vendors, internal teams, clients, and members to resolve escalated issues
• Advise colleagues and third-party partners on complex eligibility situations and benefits questions
• Create client-ready documentation and recommendations
• Prepare renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages
• Identify and contribute to process efficiencies and improvements
• Support implementations and open enrollment by identifying service risks
• Support retention and growth of an assigned book of business
• Participate in open enrollment calls and meetings as a knowledgeable point of contact

Requirements

• Bachelor's degree in business, human resources, finance, insurance, or a related field preferred
• 1-3+ years of employee benefits experience in a brokerage, carrier, or other client service role
• Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served
• Strong verbal and written communication skills
• Microsoft Office skills, particularly Excel, Word, and PowerPoint
• Familiarity with employee benefits processes and renewal workflows
• Familiarity with payroll/benefit technology systems and basic data interfaces
• Ability to learn Agency Management Systems
• Proficiency in Agency Management Systems, Microsoft Excel, AI-enabled tools, and digital workflow platforms
• Ability to independently evaluate complex service situations
• Attention to detail and ability to audit and refine technical documents
• Ability to manage workflows across different time zones and delivery models
• Previous experience working with offshore teams or shared service centers preferred

Core Competencies

Demonstrates expertise in employee benefits management, including compliance activities, process execution, and client coordination. Proficient in utilizing Agency Management Systems and Microsoft Office tools to support open enrollment and renewal workflows.

Highest-signal resume keywords

• Employee Benefits Experience
• Agency Management Systems Proficiency
• Insurance Licenses
• Microsoft Excel Skills
• Process Improvement

ATS Optimization Keywords

Hard Skills

• Employee Benefits Management
• Compliance Activities
• Process Execution
• Open Enrollment Coordination
• Data Analysis
• Technical Document Auditing
• Workflow Management
• Client Documentation Creation
• Eligibility Evaluation
• Service Risk Identification

Soft Skills

• Strong Communication Skills
• Attention to Detail
• Problem-Solving
• Cross-Functional Coordination
• Independent Evaluation

Certifications & Qualifications

• Insurance Licenses

Industry Keywords

• COBRA
• Employee Benefits Processes
• Renewal Workflows
• Client Service
• Brokerage

Tools & Technologies

• Agency Management Systems
• Microsoft Office
• Payroll Technology Systems
• Digital Workflow Platforms
• AI-Enabled Tools