What are the responsibilities and job description for the Client Service Associate position at Conner Strong & Buckelew?
Department: Employee Benefits
Job Summary
Receive and process member service calls related to mid and/or large group employee benefit clients. Handles questions from client’s new hires on plan offerings and eligibility as well as providing open enrollment guidance to members. There is a high volume of contact with client representatives, insurance carriers, providers and employees.
Principal Responsibilities
▪ Respond to calls. Resolve service issues that may involve claims, enrollments, terminations and billing problems between clients, members, and insurance carriers.
▪ Research denied or unpaid claims, assist clients in resolving issues, gather documentation for follow-up on claims and determine whether items were correctly processed.
▪ May be responsible to contact representatives at hospitals, provider offices, laboratories and pharmacies to research service issues.
▪ Respond to questions relating to plan coverage such as covered services, cost containment programs, provider networks, prescription formularies and member cost share.
▪ Log and track all calls and input all other client data in the BenefitPoint system.
▪ Ability to document and communicate complex issues in a comprehensive format for further resolution by Associate Consultant or Consultant.
▪ Maintain files with appropriate follow-up documentation.
▪ Data entry enrollment in carrier web portal or Benefits Administration system
Other Functions
▪ Attends various meetings weekly, monthly, quarterly, and yearly.
▪ Other duties as assigned.
Requirements
▪ A minimum of two years' customer service experience in any industry required.
▪ Insurance Background And Benefits Experience Is Strongly Preferred.
▪ Understanding of client plan offerings and health plans in general
▪ Strong interpersonal, verbal and communication skills.
▪ Ability to activity listen to determine root issue and defuse emotional situations
▪ Excellent customer service, ability to multi-task and organizational skills.
▪ PC proficiency and experience in Word and Excel required.
▪ Bilingual a plus
Specialized Knowledge or Licenses
Valid state Life and Health Insurance License preferred.
Working Conditions
Office environment with moderate noise level.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive
consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or
expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership
or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait,
military service or any other status protected by law.
Job Summary
Receive and process member service calls related to mid and/or large group employee benefit clients. Handles questions from client’s new hires on plan offerings and eligibility as well as providing open enrollment guidance to members. There is a high volume of contact with client representatives, insurance carriers, providers and employees.
Principal Responsibilities
▪ Respond to calls. Resolve service issues that may involve claims, enrollments, terminations and billing problems between clients, members, and insurance carriers.
▪ Research denied or unpaid claims, assist clients in resolving issues, gather documentation for follow-up on claims and determine whether items were correctly processed.
▪ May be responsible to contact representatives at hospitals, provider offices, laboratories and pharmacies to research service issues.
▪ Respond to questions relating to plan coverage such as covered services, cost containment programs, provider networks, prescription formularies and member cost share.
▪ Log and track all calls and input all other client data in the BenefitPoint system.
▪ Ability to document and communicate complex issues in a comprehensive format for further resolution by Associate Consultant or Consultant.
▪ Maintain files with appropriate follow-up documentation.
▪ Data entry enrollment in carrier web portal or Benefits Administration system
Other Functions
▪ Attends various meetings weekly, monthly, quarterly, and yearly.
▪ Other duties as assigned.
Requirements
▪ A minimum of two years' customer service experience in any industry required.
▪ Insurance Background And Benefits Experience Is Strongly Preferred.
▪ Understanding of client plan offerings and health plans in general
▪ Strong interpersonal, verbal and communication skills.
▪ Ability to activity listen to determine root issue and defuse emotional situations
▪ Excellent customer service, ability to multi-task and organizational skills.
▪ PC proficiency and experience in Word and Excel required.
▪ Bilingual a plus
Specialized Knowledge or Licenses
Valid state Life and Health Insurance License preferred.
Working Conditions
Office environment with moderate noise level.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive
consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or
expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership
or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait,
military service or any other status protected by law.
