Client Service Representative

Client Service Representative focuses on client service & support.

What the role involves

• Client Service & Support.
• Assisting Consultants with all aspects of servicing group and individual clients.
• Communicate with clients and insurance carriers regarding plan changes, amendments.
• Communicate renewal timelines to Consultants.
• Processing client communication documents such as renewals, proposals, claims experience reports, general correspondence.
• Ensure accuracy of policy documentation received from insurers.

Confirmed role details

• These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.
• Required Experience: 5-7 years of relevant experience.
• Required Travel: Up to 25%We endeavor to make this website accessible to any and all users.
• If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team.

Additional role context

• Plan members (employees), insurance carriers and internal teams (Consultants) to deliver exceptional service on group benefit plans including health, dental, disability, life insur.
• Be a self-starter who's comfortable working independently to provide a wide range of duties to support our Consultants and clients.
• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.