Client Support Specialist (NE)

National Financial Partners; Marietta (GA); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

National Financial Partners (NFP), an Aon company, is a consultative advisory firm delivering risk, workforce, wealth management and retirement solutions with a people-first approach. We value service quality and clear communication.

The role focuses on delivering outstanding customer service to new and existing clients, guiding them through online enrollment, and educating them on health and welfare products while maintaining accurate records and timely responses.

Qualifications

• Strong customer service orientation and communication skills.
• Ability to multi-task and manage multiple requests.
• Detail-oriented with dependable follow-through.
• Proficient at guiding customers through enrollment portals.
• Bilingual skills preferred.

Responsibilities

• Provide outstanding customer service to new and existing customers.
• Assist callers with enrollment portal navigation and process enrollments via telephone.
• Educate clients on health and welfare products and resolve claims issues.
• Document interactions and maintain accurate records.

Skills

Customer service

Verbal communication

Written communication

Detail oriented

Multi-tasking

Team player

Problem solving

Self-starter

Bilingual

Education

High school diploma

Bachelor's degree preferred or equivalent work experience

Job description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role:

A professional needed to deliver outstanding customer service to new and existing customers. Must have excellent systems skills and demonstrated verbal and written communication skills.

Essential Duties and Responsibilities:

• Possess a broad knowledge base of health and welfare related products offered by our offices
• Assist callers with maneuvering through online enrollment portal
• Process enrollment elections via telephone
• Educate clients on different available products
• Provide direction for claims resolution
• Ensures quality customer service for internal and external customers.
• Responds to incoming customer service requests, both verbal and written.
• Identify and assess customers’ needs quickly and accurately.
• Solve problems systematically, using sound business judgment.
• Partner with other department representatives to resolve complex customer service inquiries.
• Monitor delegated customer service issues to ensure timely and accurate resolution.
• Apply appropriate communication techniques when responding to customers, particularly in stressful situations.
• Respond to customer service inquiries in writing as necessary.
• Maintain timely, accurate documentation for all appropriate transactions.
• Consistently meet established productivity, schedule adherence, and quality standards.
• Keep management abreast of all outstanding issues.

Knowledge, Skills, and/or Abilities:

• Strong customer service orientation
• Self-starter and quick learner
• Strong attention to detail, dependability and follow through
• Ability to multi-task, prioritize and organize assignments
• High performance standards
• Excellent verbal and written communication skills
• Problem solver
• Willingness to perform a wide variety of tasks and projects
• Ability to lead and work with others within a collaborative, team-oriented environment
• Team player with a confident, positive attitude

Education and/or Experience:

• High school diploma required
• Bachelor’s degree preferred or equivalent related work experience
• Customer Service experience
• Bilingual preferred

Certificates, Licenses, Registration:

• Health Insurance License a plus.

What We Offer:

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $40,000- $45,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.