Client Service Specialist - Hybrid (Seattle or Tacoma, WA)

Digital Insurance • Seattle, WA

8d • Hybrid

About The Position

The Client Service Specialist supports sales and client management staff with group enrollment, renewal processes, and administrative work that improves workflows, timeliness, and client responsiveness. The role assists with communications, applications, quotes and proposals, account and policy updates, service issues, and related administrative coordination. The position is listed as hybrid in Seattle or Tacoma, Washington.

Requirements

• Strong attention to detail.
• Positive, can-do attitude.
• Self-motivated, flexible, and disciplined.
• Ability to work independently and in a team environment.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Ability to thrive in a fast-paced production environment.
• Proficiency with Microsoft Office products.
• 2+ years of applicable job experience is preferred.

Nice To Haves

• Prior experience in a broker agency or benefit administration firm.
• Familiarity with insurance carrier websites.
• Proven track record in customer service.
• Bachelor’s degree.
• Familiarity with database applications.

Responsibilities

• Assist with communications, follow-up, and distribution of applications to carriers.
• Collect missing information from groups and send approval letters to clients.
• Complete and/or coordinate quotes and proposals for new and renewal business.
• Update census, policy information, and commissions for accounts and policies.
• Assist with renewals and new business applications.
• Attach applications to the appropriate client file in Microsoft CRM.
• Process outgoing packages, shipments, and mail, and coordinate presentation materials.
• Follow up on service issues or coordinate them through the Customer Advocate Center (CAC).
• Act as phone backup for call overflow.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed