Client Service Representative

VenbrookIrvine, CA
1d$29 - $34Hybrid

About The Position

The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams.

Requirements

  • One to three years of experience in employee benefits, insurance, healthcare, or customer service
  • Bilingual English and Spanish
  • Clear written and verbal communication skills
  • Ability to manage high call and email volume
  • Strong organization and follow-through
  • Professional and composed in time-sensitive situations

Nice To Haves

  • Experience in an employee benefits brokerage or consulting environment
  • Knowledge of health and welfare benefit plans
  • Experience with CRM or benefits administration platforms
  • Working knowledge of Outlook, Word, and Excel

Responsibilities

  • Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email
  • Explain coverage, eligibility, and benefit usage in clear terms
  • Guide members through carrier portals, mobile applications, and ID card access
  • Support employees during open enrollment
  • Provide bilingual support in English and Spanish
  • Routine Benefits and Claims Support Process ID card requests and replacements
  • Confirm provider network participation
  • Respond to basic claim status inquiries
  • Verify eligibility and enrollment changes
  • Add or remove dependents
  • Provide prescription refill guidance
  • Address standard open enrollment questions
  • Issue Identification and Escalation Identify issues requiring escalation
  • Route cases to Account Management per internal guidelines
  • Ensure complete documentation prior to escalation
  • Maintain ownership until successful handoff is confirmed
  • Documentation and Collaboration Document all interactions and outcomes in the CRM system
  • Track open items through resolution
  • Partner with Account Managers and Advocacy teams
  • Identify recurring issues and share trends with leadership

Benefits

  • 401k with employer match
  • Medical, dental, vision, life, and disability insurance
  • Paid Time Off
  • Paid holidays
  • Paid sick leave
  • Professional development opportunities
  • Flexible work arrangements
  • 401k + employee match
  • Medical, dental, vision, life, and disability insurance
  • Paid Time Off (PTO)
  • Paid Holidays
  • Paid Sick leave
  • Professional development programs
  • Work-life quality and flexibility
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service