Client Specialist, Employee Benefits
Core
Manage client relationships and provide day-to-day support for assigned client blocks, including troubleshooting issues, ensuring data accuracy, and facilitating employee education materials.
Role type
Client Specialist (Employee Benefits)
Builds
Client service operations and employee education programs
Domain
Insurance brokerage and employee benefits
Deliverable
client delivery
Required skills
client relationship management, problem solving, data accuracy maintenance, presentation delivery, vendor liaison, compliance understanding, sales material preparation, process coordination
Preferred skills
college diploma, 2 years professional experience, Microsoft Office proficiency, team collaboration, independent work, resourcefulness, strong communication
Responsibilities
Provide day-to-day client support and troubleshoot issues; Ensure client information accuracy; Develop and deliver employee education materials; Act as liaison between client and vendor partners; Collaborate with Benefit Consultants on plan renewals; Work with Data Analytics team on trends; Understand benefits compliance requirements; Assist in preparing sales-related materials; Coordinate annual wellness and health care planning processes