Client Services Specialist

Responsibilities:

• Collaborate with carrier partners to resolve service issues and exceed broker service expectations
• Oversee post-sales activities, including resolving plan, claim, deductible carryover, and access to care issues
• Facilitate new hire worksheets, agent appointments, commission inquiries, book of business transfers, rate and benefit queries, billing concerns, and provider issues as the intermediary between brokers and carriers
• Handle inbound and outbound calls related to renewing groups
• Maintain comprehensive product knowledge of all territory-specific products and strong administration knowledge of carriers
• Provide brokers with responses and solutions to renewal business inquiries

Qualifications:

• 2 years of relevant experience; or equivalent combination of education and experience
• Basic knowledge of carrier products and clear understanding of underwriting guidelines
• Proficiency in MS Office (particularly Excel), Salesforce experience is a plus
• Preferred experience in insurance agency and inside sales
• Excellent organizational skills
• Strong sales communication and customer service abilities