Insurance Client Services Specialist - Bilingual

Relation Insurance Services, Inc. - Central; Tulsa (OK); On-site; USD 28,000 - 54,000; Full time

Benefits offered by this job

Competitive pay

Health and wellness benefits

401K matching

Job summary

Relation Insurance Services, Inc. - Central is seeking a Client Service Specialist to support client files and act as the front-line administrative processor for day-to-day client servicing.

You will stay informed on insurance products and work with clients and internal teams professionally. Daily duties include coordinating with Account Managers, preparing reports, assisting with wellness program initiatives, and helping develop proposals and marketing materials.

Qualifications

• Life, Health and Accident License required within 90 days of hire.
• High School Diploma or equivalent required.
• Minimum of 3+ years’ experience in Customer Service.
• Bilingual (English/Spanish) preferred; may be required, depending on location.

Responsibilities

• 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.
• 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.
• Assists with development of all marketing, communication, and presentation materials including client’s employee benefits guides, communication materials and enrollment.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.

Skills

Interpersonal skills

Communication

Teamwork

Education

High School Diploma

Life, Health & Accident License

Tools

Agency management systems

Microsoft Excel

Online rating systems

Job description

Relation Insurance Services, Inc. - Central is seeking a Client Service Specialist to support client files and act as the front-line administrative processor for day-to-day client servicing.

You will stay informed on insurance products and work with clients and internal teams professionally. Daily duties include coordinating with Account Managers, preparing reports, assisting with wellness program initiatives, and helping develop proposals and marketing materials.