Client Service Specialist (Group Benefits)
Core
Support brokers and clients by managing group benefits administration, resolving complex issues, and ensuring seamless service experiences in the group insurance space.
Role type
Client Service Specialist (Group Benefits)
Builds
Group benefits plans and administrative services for brokers and clients
Domain
Insurance / Group Benefits
Deliverable
client delivery
Required skills
Group Insurance principles, data entry, plan change execution, experience report generation, claims and billing issue resolution, MGA appointment letter management, Agent of Record letter processing, termination letter management, account notification management
Preferred skills
GBA designation under CEBS program, fluency in English and French
Technologies
None explicitly stated
Responsibilities
Maintain regular communication with brokers to ensure group needs are met and build relationships; Price, prepare, and execute plan changes; Pull and prepare experience reports for groups; Handle and resolve escalated claims, admin, and billing issues; Assist with commission and contracting issues; Manage submission and tracking of MGA appointment letters; Manage and process submission of Agent of Record letters; Manage submission of termination letters; Manage overdue account notifications and pending terminations due to minimum participation requirements
Seniority
Entry-level to Junior, hands-on IC