Client Service Specialist
About The Position
Are you detail-oriented, client-focused, and passionate about helping employees navigate their benefits? We're looking for a Client Service Specialist to support our clients by managing day-to-day benefits administration, resolving enrollment and billing issues, and delivering a high-touch service experience. What You'll Do In this role, you'll serve as a key support partner to both employer groups and their employees by: Processing benefits enrollments, changes, and terminations across multiple carrier platforms Assisting employees with benefit questions, eligibility verification, ID card requests, and provider network research Troubleshooting claims issues including billing discrepancies, denials, appeals, and disability claims (STD/LTD) support Supporting clients with group billing concerns, invoice requests, and late payment notice follow-up Researching and resolving enrollment discrepancies, carrier/TPA errors, and off-renewal audit findings Coordinating renewal and implementation support, including enrollment scrubbing, pulling bills, and pre-filling RFP information Maintaining accurate client records in Salesforce (plan details, headcounts, group numbers, waiting periods, and task documentation) Completing monthly post-renewal audit reports to confirm accurate plan enrollment and open enrollment updates Processing census and FTE requests and filing required carrier documentation Entering COBRA qualifying events into vendor portals to initiate required notices Requesting Schedule A documents from carriers for Form 5500 preparation Assisting with additional client service and account management needs as assigned What Success Looks Like You'll thrive in this role if you enjoy solving problems, staying organized in a fast-paced environment, and delivering responsive, accurate service that makes clients feel supported and confident.
Responsibilities
- Processing benefits enrollments, changes, and terminations across multiple carrier platforms
- Assisting employees with benefit questions, eligibility verification, ID card requests, and provider network research
- Troubleshooting claims issues including billing discrepancies, denials, appeals, and disability claims (STD/LTD) support
- Supporting clients with group billing concerns, invoice requests, and late payment notice follow-up
- Researching and resolving enrollment discrepancies, carrier/TPA errors, and off-renewal audit findings
- Coordinating renewal and implementation support, including enrollment scrubbing, pulling bills, and pre-filling RFP information
- Maintaining accurate client records in Salesforce (plan details, headcounts, group numbers, waiting periods, and task documentation)
- Completing monthly post-renewal audit reports to confirm accurate plan enrollment and open enrollment updates
- Processing census and FTE requests and filing required carrier documentation
- Entering COBRA qualifying events into vendor portals to initiate required notices
- Requesting Schedule A documents from carriers for Form 5500 preparation
- Assisting with additional client service and account management needs as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
