Senior Client Service Specialist - Employee Benefits

Relation Insurance Services; Medinah (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading and innovative company as a Senior Client Service Specialist, where your expertise in customer service and insurance will shine. In this dynamic role, you will support Account Management and Consulting teams, ensuring client satisfaction and effective service delivery. Your ability to manage client relationships and identify their needs will be key to your success. With opportunities for career growth and a robust benefits package, this is a chance to make a significant impact in the insurance industry. Embrace a collaborative environment that values excellence and fosters professional development.

Benefits

Health Insurance

401K

Paid Time Off

Holidays

Qualifications

• 5+ years of Customer Service experience, with at least 1 year in Life, Health, and Accident insurance.
• Life, Health, and Accident License within 90 days of hire.

Responsibilities

• Provide administrative support and coordinate with team members for timely service delivery.
• Manage client expectations and respond to correspondence.

Skills

Customer Service

Interpersonal Skills

Communication Skills

Bilingual (English/Spanish)

Problem Solving

Education

High School Diploma or equivalent

Tools

Microsoft Office

Agency Management Systems

Online Rating Systems

Job description

Senior Client Service Specialist - Employee Benefits

Join to apply for the Senior Client Service Specialist - Employee Benefits role at Relation Insurance Services.

Who We Are
Relation Insurance is a leading, innovative company committed to excellence and delivering cutting-edge solutions. We pride ourselves on our dynamic culture, collaborative environment, and focus on success. We seek exceptional individuals to join our team and contribute to our growth.

What We’re Looking For
The Senior Client Service Specialist supports the Account Management and Consulting teams by servicing and retaining clients. They respond promptly to requests, project professionalism, and maintain effective relationships with clients, carriers, vendors, and team members.

A GLIMPSE INTO YOUR DAY

• Provide administrative support and coordinate with team members to ensure timely delivery of key services.
• Act as a client advocate and primary contact for assigned accounts.
• Manage client expectations, service commitments, and anticipate needs.
• Respond to correspondence, document interactions, and update client logs.
• Maintain accurate client files and ensure proper documentation and communication.
• Identify and resolve basic client service issues, conduct research, and escalate as needed.
• Coordinate data collection for insurance quotes and conduct research on billing and client issues.
• Create reports, support compliance activities, and assist with open enrollment preparations.
• Enter benefit enrollments and terminations, prepare presentations, and review benefit descriptions for accuracy.
• Assist in process improvements and perform other related tasks.

What Success Looks Like In This Role

• Life, Health, and Accident License within 90 days of hire, maintained thereafter.
• High School Diploma or equivalent.
• 5+ years of Customer Service experience, with at least 1 year in Life, Health, and Accident insurance.
• Bilingual (English/Spanish) preferred, depending on location.
• Knowledge of insurance markets, products, and underwriting preferred.
• Experience with agency management systems and online rating systems preferred.
• Proficiency in Microsoft Office, especially Excel, and ability to learn new software.
• Excellent interpersonal and communication skills.
• Ability to work independently and in a team, meet deadlines, and handle multiple tasks effectively.

Why Choose Relation?

• Competitive pay and robust benefits including health, wellness, 401K, paid time off, and holidays.
• Opportunities for career growth and development.

Note: This description is not exhaustive. Relation Insurance Inc. provides equal employment opportunities and prohibits discrimination and harassment of any kind.

The salary range is $16.55 - $34.38, considering skill, experience, licensure, and organizational needs. Compensation decisions are case-dependent. Participation in an annual incentive program may also be available.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Industry: Insurance