Client Service Specialist, Small Business Unit - Employee Benefits

Relation Insurance•Tulsa, OK

About The Position

The Client Service Specialist supports day-to-day client servicing in the Small Business Unit’s Employee Benefits practice. The role maintains customer files and provides front-line administrative processing, coordinating with Account Managers and other service team members to ensure client deliverables are completed accurately and on time. The specialist serves as a secondary contact and internal backup for the Account Manager, communicates professionally with clients and other parties, and stays informed about insurance business developments and available products. The position prepares client reports and proposals, supports the development of marketing and employee benefits communications, and helps clients develop or refine wellness programs. It also maintains carrier files and supports research and preparation of communications about government and legal compliance. The specialist is expected to adopt innovative technology, including proprietary AI solutions, in the service process. Other projects and duties may be assigned.

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 to maintain effective relationships 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 in a team environment.
Ability to work under tight time constraints, meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Nice To Haves

Bilingual English/Spanish skills; 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 client work accurately and on time.
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 monthly, quarterly, and annual client 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.
Assist in developing 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 about government and legal compliance issues or requirements.
Use innovative technology, including proprietary AI solutions, in the service process.
Perform other assigned projects, duties, and tasks.