Client Specialist, Employee Benefits
Core
Client relationship management and support for employee benefits consulting, including client education, vendor liaison, and compliance coordination.
Role type
Entry-level IC client specialist (employee benefits)
Builds
Client service operations and education materials for employee benefits
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
Client relationship management, project management, presentation delivery, vendor liaison, data trend analysis, compliance knowledge, sales material preparation, Microsoft Office proficiency
Preferred skills
College diploma, 1 year professional experience