Client Service Specialist-EBG-Insurance Advisory Solutions

POSITION SUMMARY:

• The Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing a prompt, efficient and high-quality service. They are willing to build and maintain colleague relationships, face new opportunities, and learn and research independently when needed.

PRIMARY RESPONSIBILITIES:

• Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Produces required reports and extracts from appropriate agency management system(s).
• Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes and terminations in benefit administration systems.
• Provides secondary Employee Care Center support for all Employee Benefits group clients.
• Provides claims advocacy for clients.
• Assists with collating EBG presentations and marketing materials.
• Is responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation.
• Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed.
• Cultivates strong relationships with insurance company partners.
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources.
• Is available as a secondary resource to clients if primary resource and/or team is unavailable.
• Maintains compliance documents and performs updates to them when necessary.
• Responsible for communications and providing printed materials to clients, employees, and vendors, with regards to COBRA renewals.
• Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process
• Conducts effective enrollment meetings, as needed.
• Looks for opportunities to improve the firm, Business Segment and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Strong presentation skills, both verbal and written communications.
• Capacity to manage multiple tasks while using strong reasoning and analytical skills.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment
• Travel may be required.

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract.  The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.  All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.