Client Support Associate, Employee Health & Benefits
About The Position
The Client Support Associate supports the Employee Health & Benefits team by coordinating day-to-day client service requests and ensuring claims, billing, and eligibility issues are tracked and routed for follow-up. Working closely with the Client Manager, Strategic, and/or Consultant, the associate supports client strategy, maintains project planners and tracking logs, and organizes information for client responses. The role also involves entering accurate information into the agency management system, gathering documents for proposals and requests for proposal, and helping prepare client presentations, including agendas, content, and supporting materials. The associate helps maintain client relationships and coordinate benefit-related deliverables. Work may include coordinating with carriers and subject matter experts, requesting and reviewing plan documents, assisting with open enrollment materials and meetings, and collecting schedules for compliance requirements such as Form 5500 preparation. This is a fast-paced, team-oriented role requiring attention to detail, sound judgment, confidentiality, and the ability to manage multiple priorities while supporting internal teams and external client contacts.
Requirements
- Bachelor's degree or equivalent work experience.
- Strong client service and communication skills, including the ability to work professionally with internal teams, clients, and outside vendors in a customer service environment.
- Strong analytical and problem-solving skills, including the ability to interpret policies and regulations, support decision-making, and apply basic math and accounting knowledge as needed.
- Excellent organizational skills and technical proficiency, including the ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office tools, especially Outlook, Excel, Word, and PowerPoint.
- Permanent and ongoing legal authorization to work in the U.S. without sponsorship now or in the future.
Nice To Haves
- Life and Health license within 90 days of employment.
- Prior experience in an employee health and benefits insurance environment.
Responsibilities
- Coordinate day-to-day client service requests and track and route claims, billing, and eligibility issues for follow-up.
- Work with the Client Manager, Strategic, and/or Consultant to support client strategy.
- Maintain project planners and tracking logs and organize information for client responses.
- Enter accurate data into the agency management system.
- Gather documents and materials for proposals and requests for proposal.
- Help prepare client presentations, agendas, content, and supporting materials.
- Coordinate with carriers and subject matter experts.
- Request and review plan documents.
- Assist with open enrollment materials and meetings.
- Collect schedules needed for compliance requirements, including Form 5500 preparation.
- Support client relationships and benefit-related deliverables.
Benefits
- Generous time off, including personal and volunteering time.
- Tuition reimbursement and professional development opportunities.
- Hybrid work arrangement with a minimum of three days in the office.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Health and welfare benefits.
- 401K savings and other retirement programs.
- Employee assistance programs.
- May be eligible for performance-based incentives.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
