Client Service Representative, Employee Benefits
Core
Support Consultants in servicing group and individual insurance accounts, manage renewals, process documentation, and act as a liaison between clients and corporate teams.
Role type
Client Service Representative (Employee Benefits)
Builds
Group and individual insurance account services, policy documentation, and client communications
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Group and individual account servicing, renewal calendar management, policy documentation processing, client liaison, benefits plan analytics, underwriting arrangements knowledge
Preferred skills
Flex plans experience
Technologies
Microsoft Word, Excel, Outlook
Responsibilities
Assist Consultants with servicing group and individual accounts, maintain accurate renewal calendars, process documentation (renewals, proposals, claims), contact clients regarding renewals and claims, provide policy and coverage information, create marketing materials for Consultants, attend client meetings with Consultants
Seniority
Mid-level, experienced IC