Client Service Specialist, Employee Benefits
Core
Support a team of Employee Benefits Consultants in servicing group benefit client accounts by managing renewals, documentation, and client/insurer communications.
Role type
Client Service Specialist (Employee Benefits)
Builds
Group benefit client accounts, renewals, proposals, and client deliverables
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Renewal calendar management, policy documentation review, new client implementation, client and insurer liaison, employee education sessions, plan analytics understanding, Microsoft Office proficiency
Preferred skills
Group benefits designations (e.g., CEBS), association plans experience, unionized clients experience
Technologies
Microsoft Word, Excel, PowerPoint, Outlook
Responsibilities
Maintain accurate renewal calendar and communicate timelines, prepare client deliverables (renewals, proposals, reports), review policy documentation for accuracy, manage new client implementation and plan transfers, act as point of contact between consultants, clients, and insurers, conduct employee education and client administration orientation sessions
Seniority
Mid-level, individual contributor