Client Service Specialist, Small Business Unit - Employee Benefits

Relation Insurance Services•Tulsa, OK

6d•$20 - $39

About The Position

The Client Service Specialist supports day-to-day client servicing by maintaining customer files and providing administrative and coordination support to Account Managers and other service team members. The role serves as a secondary client contact and internal backup for the Account Manager, helping ensure that client deliverables are completed accurately and on time. The specialist stays informed about developments in the insurance business and available insurance products, and works professionally with clients, colleagues, carriers, vendors, and other contacts. The position prepares client reports, proposals, marketing and communication materials, and supports wellness-program development and compliance-related communications. It also maintains carrier files and incorporates innovative technology, including proprietary AI solutions, into the service process. A Life, Health and Accident license from the state of domicile is required within 90 days of hire and must be maintained.

Requirements

High school diploma or equivalent.
At least 3 years of customer service experience.
Obtain a Life, Health and Accident license from the state of domicile within 90 days of hire and maintain it thereafter.
Proficiency with computers and Microsoft Office Suite, especially Excel, and the ability to learn new software.
Strong interpersonal and communication skills for working effectively with clients, coworkers, carriers, vendors, and others.
Ability to understand written and oral communications and interpret information in policies.
Ability to work independently with limited daily supervision and effectively as part of a team.
Ability to work under tight time constraints, meet strict deadlines, prioritize, and manage multiple tasks in a demanding environment.

Nice To Haves

Bilingual English/Spanish; may be required depending on location.
Life, Health and Accident insurance experience.
Working knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures.
Experience with agency management systems software and online rating systems.

Responsibilities

Provide ongoing administrative support and coordinate with Account Managers and other service team members to deliver timely, accurate client services.
Serve as a secondary contact and internal backup for the Account Manager.
Meet with clients and insurance company representatives as requested by Sales and Account Management teams.
Create client monthly, quarterly, and annual reports using Relation templates and software, and prepare other reports as requested.
Assist clients in developing or refining wellness programs, including coordinating health fair vendor participation.
Assist with preparing and assembling proposals.
Help develop marketing, communication, and presentation materials, including employee benefits guides, communication materials, and enrollment materials.
Develop and maintain carrier files with updated contracts and correspondence.
Support research and preparation of client communications regarding government and legal compliance issues or requirements.
Adopt innovative technology, including proprietary AI solutions, in the service process.
Perform other assigned projects, duties, and tasks.