Client Specialist (Term)
Core
Process transactions for full cycle group benefits administration and provide customer service to internal and external clients.
Role type
Client Specialist (Group Benefits Administration)
Builds
Group benefits plans and related services for businesses and their employees
Domain
Insurance / Group Benefits
Deliverable
client delivery
Required skills
transaction processing, customer service, MS Office (Word, Excel, databases), problem-solving, decision making, documentation
Preferred skills
sales experience, Fundamentals in Group Benefits Certificate, knowledge of insurance industry and products, knowledge of provincial and federal legislation
Responsibilities
process all transactions related to full cycle of group benefit administration, answer phone calls and emails from customers, research and provide client focused solutions, maintain accurate documentation of plan member changes, build and maintain relationships with plan administrators
Seniority
Entry to Mid-level, individual contributor