Client Services Specialist

Diversified Benefit Services • Hartland, WI

2d

About The Position

Client Services Specialists are a primary point of contact for clients, internal staff and insurance brokers and play a key role in the onboarding of new clients, resolving service issues, maintaining high levels of client satisfaction and providing ongoing sales and client support.

Requirements

• Minimum of two years of experience in employee benefits or health insurance industries.
• 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 and the ability to understand complex issues.
• Ability to identify issues and offer potential solutions.
• Ability to work with internal staff and external clients of varying personalities and skill levels.

Responsibilities

• Play 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.
• Assume lead coordinator role for the onboarding of new clients, review/audit of plan design details and gather required information and forms.
• Enter client data and plan details in Access database and administration software.
• Coordinate enrollments and the creation of legal plan documents including Service Agreements, BAA/HIPAA and SPDs.
• Identify and communicate opportunities for improvement in our onboarding/implementation process.
• Provide internal sales support
• Provide quotes and complete information about DBS products/services to insurance brokers and potential clients.
• Communicate with sales team regarding plan options and work through unique plan design requests.
• Build and nurture strong relationships with insurance brokers/agencies.
• Coordinate Sales team webinars, including setup, facilitation, and ensuring smooth execution via Microsoft Teams.
• Client Services
• Build and nurture strong relationships with clients.
• Utilize professional written and verbal business communications with clients and brokers.
• Liaise between clients, sales executives, insurance brokers and appropriate internal personnel/departments to resolve client servicing issues.
• Work with clients and agents to obtain plan changes and facilitate internal process to implement changes.
• Technical/Business/Administrative Skills
• Maintain current understanding of insurance marketplace and employer pre-tax benefit plans.
• Maintain thorough understanding of Microsoft Office products including Access and DBS administration software capabilities.
• Perform other administrative duties as required within the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed