Client Services Specialist
- 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.
Essential Job Duties and 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 plan documents including Service Agreements, BAA/HIPAA and SPDs.
- Work with assigned Claims Specialist to jointly conduct webinar training for clients to educate them on internal processes and use of our online software platform.
- Identify and communicate opportunities for improvement in our onboarding/implementation process.
- 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.
- Build and nurture strong relationships with clients.
- Utilize professional written and verbal business communications with clients and brokers.
- Conduct client surveys to measure satisfaction with DBS services.
- 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.
- 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.
- Experience in employee benefits or health insurance industries preferred.
- 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
