Senior Client Service Representative, Employee Benefits
Core
Manage complex clients to address inquiries and administer employee benefits coverage with minimal oversight.
Role type
Senior Client Service Representative (Employee Benefits)
Builds
Group insurance contracts, employee enrolment documents, and client education sessions.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
LLQP and Life License, GBA/RPA/CEBS designation, complex client management, carrier liaison, plan amendments, new client implementation, employee education
Preferred skills
Entrepreneurial mindset, self-starter, innovative, team player, urgency, integrity
Technologies
MS Office Suite
Responsibilities
Manage complex clients (fully insured, ASO, refund accounting), resolve benefit inquiries and claims issues, proactively service clients, manage new client implementation and plan transfers, handle plan amendments and pricing requests, attend client meetings, deliver employee benefits training, review and deliver group insurance contracts
Seniority
Senior, hands-on IC