Client Service Specialist (Group Benefits)
Core
Support brokers and clients by managing group benefits administration, resolving complex issues, and ensuring seamless service experience.
Role type
Client Service Specialist (Group Benefits)
Builds
Group benefits administration and client support services
Domain
Insurance / Group Benefits
Deliverable
client delivery
Required skills
Group Insurance principles, data entry, plan change execution, experience report preparation, claims and billing issue resolution, MGA appointment letter management, Agent of Record letter management, termination letter management, account notification management
Preferred skills
GBA designation under CEBS program, fluency in English and French
Technologies
None stated
Responsibilities
Maintain regular communication with brokers to ensure their group needs are met, plus build relationships. Pricing, preparing and executing plan changes. Pull and prepare experience reports, including more detailed reports for larger groups. Handle and resole escalated claims, admin, and billing issues. Assist with commission and contracting issues. Manage the submission and tracking of all MGA appointment letters. Manage and process the submission on Agent of Record letters. Manage the submission of termination letters. Manage overdue account notifications and pending terminations due to minimum participation requirements.