Client Services Specialist

First Financial Capital • Georgetown, TX

7h • $0 - $45,000 • Onsite

About The Position

The Client Services Specialist collaborates with internal and external clients (in the K-12 market and cities) to facilitate billing, bill reconciliation, work through discrepancy reports, and generate payroll reports and assist with payroll imports, as well as develop client relationships and the company's benefit & CRM system. Assists the sales team with providing product options in core and voluntary benefits. Other duties include assisting sales and marketing with enrollments, preparing spreadsheets and marketing materials, preparing memorandum, emails and other communications in support of the regional sales manager and the Central Texas sales team. The position will be assigned a company car and will travel to various client locations including Austin, Georgetown, Waco and other areas in the region. Occasionally, they will source, develop, soft sell, promote, market, and administer insurance products, and administrative services of FFGA.

Requirements

• 2 years proven track record in customer service.
• 2 years of Administrative Assistant experience.
• Must have Group One Life and Health License or be able to obtain in 90 days.
• Willing to travel 20% of the time in and out of assigned territory with overnight stays.
• Strong customer service skills and a proven track record of handling sensitive client information (HIPAA, PHI & PI).
• Must have proven oral & written communication, as well as presentation skills through work.
• Must have strong knowledge and work experience using Excel, Word & Outlook.
• High school diploma required or equivalency required (GED).
• Must be able to obtain and maintain security clearances and successfully complete a thorough background check.

Nice To Haves

• 2 years experience working with benefits (medical, dental, vision, prescription drug service and retirement plans).
• Knowledge of general benefit plan terminology highly preferred.
• Knowledge of the K-12 market benefits highly preferred.
• Time management and organization skills
• Strong sense of urgency
• Strong interpersonal skills; diplomatic and tactful

Responsibilities

• Facilitate billing, bill reconciliation, and work through discrepancy reports.
• Generate payroll reports and assist with payroll imports.
• Develop client relationships and the company's benefit & CRM system.
• Assist the sales team with providing product options in core and voluntary benefits.
• Assist sales and marketing with enrollments.
• Prepare spreadsheets and marketing materials.
• Prepare memorandum, emails, and other communications in support of the regional sales manager and the Central Texas sales team.
• Travel to various client locations including Austin, Georgetown, Waco and other areas in the region.
• Source, develop, soft sell, promote, market, and administer insurance products, and administrative services of FFGA.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED