Senior Client Service Representative, Employee Benefits
Core
Manage complex clients to address inquiries and administer employee benefits coverage with minimal advisor oversight.
Role type
Senior Client Service Representative (Employee Benefits)
Builds
Employee benefits administration and client service for complex accounts
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
LLQP and Life License, GBA/RPA/CEBS designation, 3-5 years experience in employee benefits, MS Office proficiency, complex client management, plan implementation, contract review
Preferred skills
Entrepreneurial mindset, self-starter, innovative thinking, strong relationship building, proactive service, training delivery
Technologies
MS Office Suite
Responsibilities
Manage complex clients (fully insured, ASO, refund accounting), liaise with insurance carriers to resolve benefit inquiries and claims, proactively service clients and anticipate needs, manage new client implementation and plan transfers, handle plan amendments and pricing requests, prepare for and attend client meetings, deliver employee benefits training and education sessions, review and deliver group insurance contracts and booklets
Seniority
Senior, hands-on IC