What are the responsibilities and job description for the Client Services Specialist position at Diversified Benefit Services, Inc.?
Client Services Representatives are a primary point of contact for clients, internal staff and insurance brokers and play a key role in the onboarding of new clients, resolving service issues, maintaining high levels of client satisfaction and providing ongoing sales and client support.
Essential Job Duties and Responsibilities:
1. 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.
2. Provide internal sales support
- 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.
3. Client Services
- 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.
4. 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.
- Perform other administrative duties as required within the position.
Required Work Skills:
1. Proven successful experience in a fast-paced, deadline driven environment that involves high detail orientation and strong multi-tasking skill.
2. Outstanding organizational and analytical skills, meticulous attention to detail and thorough follow up skills critical.
3. Highly professional verbal and written communication skills.
4. Proficient in the use of computers and software programs.
5. Strong problem solving skills and the ability to understand complex issues.
6. Ability to identify issues and offer potential solutions.
Ability to work with internal staff and external clients of varying personalities and skill levels.
Job Type: Full-time
Pay: $23.00 - $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) 2% match
- 401(k) 3% Match
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Referral program
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Health Insurance: 2 years (Required)
- Client services: 3 years (Required)
- Administrative: 3 years (Required)
Ability to Commute:
- Hartland, WI 53029 (Required)
Work Location: In person
Salary : $23 - $25
