Insurance Client Service Assistant - Growth & Training

Sterling Seacrest Pritchard; Atlanta (GA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Flexible PTO

Health Insurance (Medical/Dental/Vison

Safe Harbor 401K (We contribute 3%)

Dress For Your Day

Flexible Work Schedule

Clear Growth Path

In-House Continuing Education

Team Outings & Events

Community Outreach

Job summary

Sterling Seacrest Pritchard in Atlanta, GA is seeking a Client Service Assistant to join our team. This entry-level role supports Client Service Associates, Executives, and Producers through a range of service and marketing activities while maintaining up-to-date knowledge of insurance products and coverages.

You will assist with client inquiries, enrollment materials, and enrollment systems, while cultivating carrier and client relationships.

Qualifications

• Attention to detail
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn
• Proactive problem solving

Responsibilities

• Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions
• Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
• Cultivation of carrier and client relationships
• Marketing efforts and plan implementation for new business and renewals
• Preparation and presentation of analysis for renewal and marketing results
• Preparation of enrollment materials and presentations
• Set up and maintenance of benefit administration systems
• Maintenance of client information in Agency Management System
• Eligibility services including employee additions and terminations for select employer groups
• Monthly, quarterly and annual reporting
• Auditing invoices and eligibility
• Other tasks as assigned

Job description

Sterling Seacrest Pritchard in Atlanta, GA is seeking a Client Service Assistant to join our team. This entry-level role supports Client Service Associates, Executives, and Producers through a range of service and marketing activities while maintaining up-to-date knowledge of insurance products and coverages.

You will assist with client inquiries, enrollment materials, and enrollment systems, while cultivating carrier and client relationships.