Insurance Client Success Associate

Jobtailor; New Jersey; On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in the United States is seeking a customer service oriented professional to support insurance program delivery under supervision. You will assist in day-to-day service activities, coordinate enrollment communications, and help implement client systems for open enrollment meetings.

Responsibilities emphasize building solid relationships with employer group clients, ensuring data accuracy, maintaining internal controls, and supporting senior staff with project tasks.

Qualifications

• High School Diploma or GED required.
• Less than 3 years customer service experience in the insurance industry required.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Effective customer service skills.
• Proficient use of applicable technology.
• Ability to work in team environment as well as independently.
• Must be able to travel based on client and business needs.

Responsibilities

• Provide service delivery as delegated by senior staff
• Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
• Build relationships with employer/group clients (not individual members) and assist senior staff in the delivery of day-to-day service delivery
• Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
• Escalate client concerns when appropriate
• Input data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Assist senior staff with the participation of new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned

Skills

Customer Service Experience

Insurance Industry Knowledge

Effective Communication Skills

Team Collaboration

Client Relationship Management

Education

High School Diploma or GED

Tools

Data Input Systems

Job description

Jobtailor in the United States is seeking a customer service oriented professional to support insurance program delivery under supervision. You will assist in day-to-day service activities, coordinate enrollment communications, and help implement client systems for open enrollment meetings.

Responsibilities emphasize building solid relationships with employer group clients, ensuring data accuracy, maintaining internal controls, and supporting senior staff with project tasks.