Small Market Client Service Representative

Jobtailor; Town of Florida (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Jobtailor in New York seeks a client service associate to manage mid-sized client accounts and act as the main contact for ongoing service. You will provide consultative guidance on contracts, plan designs, funding questions, and renewals while educating clients on Reliance processes.

Strong communication, analytical skills, and knowledge of group insurance are required. Travel up to 10% may be needed; collaboration with internal teams is essential for a seamless client experience.

Qualifications

• Associate degree required; Bachelor's preferred.
• State Insurance License preferred.
• Experience welcomed but self-starters considered.

Responsibilities

• Manage dedicated client accounts (2–99 lives) and serve as primary contact.
• Provide consultative advice on contracts, plan structures, and renewals.
• Educate clients on Reliance processes and website navigation.
• Collaborate with internal teams to ensure smooth operations.
• Maintain knowledge of service activities and client issues for seamless experience.
• Represent Reliance professionally and respond to inquiries on coverage and billing.

Skills

Customer Service Acumen

Consulting Skills

Strong Communication Skills

Analytical Skills

Knowledge of Group Insurance

Education

Associate Degree (AS/AA)

Bachelor's Degree

State Insurance License

Tools

Excel

Word

Job description

• Manage undedicated client accounts ranging from 2 to 99 lives
• Serve as the main client contact for ongoing service
• Provide consultative advice on contracts, plan structure, financial and renewal questions, claim issue escalation, and plan administration
• Understand client businesses, issues, and needs through proactive phone contact
• Build and maintain positive ongoing client relationships with peers
• Educate clients on Reliance processes, policies, procedures, website services, and navigation
• Respond to customer inquiries regarding coverage, billing, underwriting status, and benefit plans
• Collaborate with billing, underwriting, claims, and other internal departments to facilitate smooth operations
• Maintain thorough knowledge of service activities associated with assigned clients
• Present complete understanding of issues to clients to ensure a seamless client experience
• Follow best practices and standard operating procedures
• Identify internal process, policy, procedure, or technology issues affecting client satisfaction
• Work with the Regional Service Manager to identify and implement solutions
• Participate in departmental and organization-wide projects and committees
• Support New Producer setup and ensure accurate information in internal systems

Requirements

• Associate degree (AS/AA) required; Bachelors Preferred
• State Insurance License preferred
• Related experience preferred, but self-starters with good skills will be considered
• Exceptional customer service acumen
• Strong consulting, negotiation, and leadership skills
• Deep product and maintenance knowledge, including plan designs, funding, and banking
• High degree of operational effectiveness
• Strong communication skills
• Ability to build and maintain collaborative working relationships at all levels
• Planning and organization skills
• Ability to multitask
• Proven analytical skills
• Ability to prioritize incoming customer queries and maintain the RSL responsiveness commitment
• Ability to adapt to change
• Ability to work independently
• Computer proficiency in Excel and Word
• Ability to represent Reliance in a professional manner
• Knowledge of group insurance, products, contracts, and services
• Understanding of state regulations applying to group plans
• Knowledge of underwriting principles and practices
• Ability to travel up to 10%

Core Competencies

Demonstrates strong customer service acumen and the ability to build and maintain collaborative relationships while providing consultative advice on insurance products and services. Proficient in managing client accounts and understanding group insurance regulations and underwriting principles.

Highest-signal resume keywords

• Customer Service Acumen
• Consulting Skills
• Knowledge of Group Insurance
• Strong Communication Skills
• Analytical Skills

ATS Optimization Keywords

Hard Skills

• Plan Design Knowledge
• Funding Knowledge
• Banking Knowledge
• Underwriting Principles
• Operational Effectiveness
• Multitasking
• Planning and Organization
• Computer Proficiency in Excel
• Computer Proficiency in Word

Soft Skills

• Negotiation Skills
• Leadership Skills
• Ability to Adapt to Change
• Ability to Work Independently

Certifications & Qualifications

• State Insurance License
• Associate Degree (AS/AA)

Industry Keywords

• Group Insurance
• Contracts
• Service Activities
• Client Relationships
• Claims Escalation
• Renewal Questions
• Internal Processes
• Reliance Processes
• Customer Inquiries
• State Regulations