Client Support Associate, Employee Health & Benefits
Core
Coordinate day-to-day client service requests, track claims and billing issues, and support client strategy and project planning for employee health & benefits.
Role type
Client Support Associate (Employee Health & Benefits)
Builds
Client service workflows, project trackers, and proposal materials
Domain
Insurance / Employee Health & Benefits
Deliverable
client delivery
Required skills
Data entry, document management, policy interpretation, basic accounting, Microsoft Office proficiency, multi-priority management
Responsibilities
Coordinate requests and route issues to appropriate teams, maintain project planners and tracking logs, enter data into agency management systems, gather documents for proposals, assist with open enrollment and compliance schedules (e.g., Form 5500), coordinate with carriers and subject matter experts