Client Relations Specialist - Kansas City, MO

Advisor Talent Solutions•Kansas City, MO

12h•$50,000•Onsite

About The Position

Senior Benefits Plus with a location in Kanas City, MO is an established and client-focused insurance agency dedicated to delivering exceptional support and guidance to our valued clients. We are seeking a Client Relations Specialist to join our dynamic team. Your days will be filled with supporting the team, assisting clients, and contributing to an office culture that’s positive, supportive, and never boring. The ideal candidate is passionate about building a long-term career in the insurance industry and eager to play a key role in the growth of our business.

Requirements

High School Diploma
3+ years’ experience in a professional office environment and/or delivering professional customer service
Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft Office Suite including Excel and CRM (Go High Level)
Self-starter who takes initiative and works well independently
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative team player willing to assist others
Excellent communication; written and verbal
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Embraces change and adapts quickly to evolving processes

Nice To Haves

Financial industry experience
Canva experience

Responsibilities

Answer calls in a friendly, positive, and warm manner related to billing, coverage, and claims assistance
Explain plan details in simple, clear terms clients can easily understand
Handle basic policy questions without escalating to an agent when possible
Assist with claims issues or direct clients to the appropriate carrier as needed
Effectively manage and resolve client issues
Submit applications when agents are unavailable
Track and monitor pending policies through to approval
Resolve underwriting issues and quickly correct missing or incomplete information
Ensure policies are issued (“placed in force”) accurately and efficiently
Schedule annual client reviews and appointments
Assist agents during Annual and Open Enrollment Period (AEP/OEP) outreach initiatives
Track clients who are up for plan changes and flag at-risk clients
Maintain up-to-date and accurate client records
Accurately document client interactions and conversation details in the CRM (Go High Level) database
Track notes and ensure all required documentation is properly recorded
Properly tag and categorize leads and clients for effective outreach and reporting