Client Service Specialist - Hybrid (New York City, NY)

Digital Insurance•New York, NY

3d•Hybrid

About The Position

The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes, and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness. This role is crucial in ensuring the smooth operation of client services within the employee benefits sector.

Requirements

Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible, and disciplined
Ability to work independently as well as in a team environment
Excellent verbal and written communications skills
Strong organizational skills
Ability to thrive in a fast-paced production environment
Proficient with Microsoft Office products
Proven track record in customer service

Nice To Haves

2 + years' applicable job experience
Prior experience in a brokerage agency or benefit administration firm
Familiarity with insurance carrier websites
Bachelor's Degree
Familiarity with database applications

Responsibilities

Assists with communications, follow-up, and distribution of applications to carriers.
Collects missing information from groups and sends approval letters to clients.
Completes and/or coordinates quotes and proposals for all new and renewal business.
Updates census, policy information, and commissions for all accounts and policies.
Assists with renewals and new business applications.
Attaches applications to appropriate client file in Microsoft CRM.
Processes all outgoing packages, shipments, mail, etc., and coordinates all presentation materials.
Follows up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow.