Client Service Representative, Employee Benefits
Core
Provide administrative and analytical support for group and individual employee benefits accounts, acting as a liaison between consultants and corporate clients.
Role type
Client Service Representative (Employee Benefits)
Builds
Policy documentation, renewal calendars, client correspondence, and marketing materials for the Employee Benefits Division.
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Group benefits experience, policy documentation, renewal management, client communication, Microsoft Office (Word, Excel, Outlook), data analytics, underwriting knowledge
Preferred skills
Flex plans experience
Responsibilities
Assist Consultants with servicing group and individual accounts, maintain accurate renewal calendars, process documentation (renewals, proposals, claims), contact clients regarding renewals and claims, answer account questions, provide policy information, attend client meetings, create marketing materials, act as liaison between Consultants and Corporate clients
Seniority
Mid-level, individual contributor
