Client Services Specialist

Diversified Benefit Services • Hartland, WI

7d

About The Position

Serve as a key problem-solving resource for our clients.

If you enjoy helping others, staying organized, and serving as a reliable primary point of contact with a calm, solution-oriented approach – this role may be a great fit.

Requirements

• Minimum of two years of experience in employee benefits or health insurance industry
• Experience working directly with external clients and/or insurance agents
• Highly professional verbal and written communication skills
• Proficient in the use of computers and software programs
• Strong problem-solving skills with the ability to understand complex issues and offer potential solutions
• Ability to work with internal staff and external clients of varying personalities and skill levels

Responsibilities

• Play a lead role in new client onboarding
• Serve as primary point of contact for clients, insurance brokers and internal departments throughout the new client implementation process
• Provide internal sales support
• Provide quotes and complete information about DBS products/services to insurance brokers and potential clients
• Coordinate Sales team webinars, including setup, facilitation, and ensuring smooth execution via Microsoft Teams
• Liaise between clients, sales executives, insurance brokers and appropriate internal personnel/departments to resolve client servicing issues
• Partner closely with brokers, sales and internal teams to keep things moving effectively
• Maintain thorough understanding of insurance marketplace and employer pre-tax benefit plans

Benefits

• A supportive, people-first culture that emphasizes collaboration, respect and teamwork
• A stable and growing organization offering opportunities for professional development and long-term career growth
• Purpose-driven work that makes a meaningful impact by supporting clients with benefits that matter
• Opportunities to give back through community involvement and volunteer initiatives
• Supportive leadership and a team that has your back

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees