Client Services Specialist (Healthcare Benefits) - Fully Remote

Allied Benefit Systems•Chicago, IL
•$25 - $26•Remote

About The Position

The Client Service Representative delivers responsive, accurate, and professional service to Allied clients, including employer and HR representatives, brokers, and other benefit plan partners. Serving as a primary point of contact, this role owns client inquiries from initial request through resolution, coordinates with internal departments, and provides clear, timely follow-up. The position supports a positive client experience by demonstrating strong knowledge of medical claims, sound judgment, attention to detail, and a consistent commitment to service excellence.

Requirements

  • High school diploma or GED required.
  • At least one year of medical claims experience required.
  • Hands-on experience and working knowledge of HCFA/CMS-1500 and UB-04 medical claims, including CPT codes, required.
  • Working knowledge of medical claims terminology, claim status, benefit plan administration, and issue-resolution processes.
  • Strong client service skills with the ability to remain professional, empathetic, and solution-focused during complex or sensitive interactions.
  • Excellent verbal and written communication skills, including the ability to explain claim information and next steps clearly to clients and brokers.
  • Strong analytical and problem-solving skills with the ability to research issues, identify root causes, and coordinate appropriate resolution.
  • Excellent organizational skills, attention to detail, and follow-through.
  • Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced and occasionally stressful environment.
  • Ability to work independently while collaborating effectively with cross-functional teams.
  • Intermediate proficiency with Microsoft Office applications, including Word, Excel, Access, and PowerPoint, required.
  • Experience with web-based applications required.

Nice To Haves

  • Associate or bachelor's degree preferred.
  • Experience researching, processing, or resolving medical claims strongly preferred.
  • Previous client service or customer service experience in healthcare, benefits administration, insurance, or a related environment preferred.
  • Experience with the RIMS claim processing system preferred.

Responsibilities

  • Serve as the primary liaison between clients and brokers and the Allied executives and departments that support the benefit plan.
  • Manage client inquiries and service issues from receipt through resolution, providing timely, accurate, professional, and courteous communication.
  • Research claim-related questions, coordinate with Claims, Eligibility, Account Management, and other internal teams, and clearly communicate outcomes and next steps.
  • Promptly escalate client complaints, service concerns, and unresolved issues to the appropriate department while maintaining ownership of follow-up.
  • Provide clients and brokers with updates regarding claim issue resolution, reporting, relevant industry developments, and legislative information as directed.
  • Support Account Managers by assisting with client communication, claim reviews, reporting needs, issue tracking, and follow-up activities.
  • Complete month-end follow-up by reviewing and closing open claim issues and documenting final resolutions.
  • Build collaborative relationships across Claims, Eligibility, Account Management, and other internal teams to promote efficient service delivery.
  • Identify recurring service issues and process gaps, recommend improvements, and partner with internal departments to strengthen the client experience.
  • Support retention and renewal efforts for existing clients through effective management of claim reviews, open issues, and service-level expectations.
  • Maintain complete, accurate, and timely documentation of client interactions, issues, resolutions, and required follow-up.
  • Protect confidential member, client, and benefit plan information and follow applicable privacy, security, and departmental procedures.
  • Perform other duties and special projects as assigned.

Benefits

  • Training schedule: 8:00 a.m. to 4:30 p.m. Central Time for the first six weeks of employment.
  • Regular schedule after training: 10:30 a.m. to 7:00 p.m. Central Time.
  • Consistent availability during the assigned schedule is required to support clients and business needs.
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