About The Position

As a Client Service Associate on the Employee Health & Benefits team, you will work closely with clients to deliver exceptional customer service and provide employee benefits expertise. You will help clients understand how insurance solutions can support their long-term strategies, collaborating with sales professionals, consultants, and insurance carrier partners to advance team and client success. The role supports client projects, renewals, implementations, employee communications, and ongoing service needs.

Requirements

  • Prior experience working with employee benefits and knowledge of insurance coverage lines, including medical, dental, life, short-term disability, and long-term disability, as well as plan design and rate structures.
  • Excellent written and verbal communication skills and the ability to present to professionals at varying levels within client organizations.
  • Knowledge of Health & Welfare compliance, including HIPAA, FMLA, COBRA, Form 5500, ACA, and DOL requirements.
  • Life & Health Licensure, or commitment to achieving it within six months of the start date.
  • Ability to work effectively and collaboratively with internal staff and management at all levels, as well as external clients, prospects, and vendors.
  • Shared commitment to company values: Integrity, Collaboration, Passion, Innovation, and Accountability.

Responsibilities

  • Assist with coordination, development, and execution of client project plans and periodic presentations.
  • Support requests for proposals (RFPs), renewals, and implementation processes for client projects.
  • Pull and analyze benchmark survey data for client plans, and summarize and validate reviewed information.
  • Develop and maintain vendor relationships.
  • Identify and understand negotiable elements of underwriting calculations across coverage lines.
  • Manage post-implementation processes for all lines of insurance coverage for a client.
  • Coordinate renewal processes, census data, Schedule A requests, and ERISA Wrap documents.
  • Respond to client inquiries through email, phone calls, and other information requests.
  • Review plans for design accuracy and discrepancies.
  • Conduct initial research for client projects and coordinate with vendors to gather information and prepare presentations.
  • Assist with open enrollment and other employee-related communications.
  • Coordinate billing and claims issues between clients and vendors.

Benefits

  • Medical, dental, and vision plans.
  • 401(k) match after one year.
  • Student loan debt contribution.
  • Paid time off, including vacation days, personal days, sick days, holidays, a volunteer day, and days for learning and development.
  • Tuition reimbursement and professional development opportunities.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Potential eligibility for performance-based incentives.
  • Employee assistance programs.
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