Client Service Representative - Lewisville ISD

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Client Service Representative in Lewisville, TX.

The primary functions of a Client Service Representative are to coordinate workflow with Account Executive for clients and to establish depth in the client relationship. A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, focused on successfully outcomes, promotes teamwork, promotes and shares best practices, willingness to help others. Must have experience and/or exceed expectations for promotion for a period for proven success record. Relies on extensive experience and judgement to plan work and accomplish department goals. Minimal supervision necessary. Has experience with mentorship and decision making.

This position will be worked in Lewisville, TX.

Duties and Responsibilities:

The essential functions include but are not limited to the following:

• Coordinate management of client accounts with Account Executive.
• Prepare group meeting and enrollment materials for client.
• Conduct group meetings and employee enrollments, as needed, and assist with new hire enrollments throughout the year.
• Provide training to client on technology enhancements, online enrollment system and benefit plans.
• Effect changes in coverage as needed by client in THEbenefitsHUB.
• Troubleshoot and resolve issues (claims, eligibility, etc) with third party vendors on behalf of client and their employees.
• Maintain quick, clear and professional communication with client, carriers and team members via email/Internet/voice.
• Assist with Life Insurance updates in THEbenefitsHUB including approving, denying, and closing coverage and notifying client timely of payroll changes.
• Assist in billing processes including resolution of billing discrepancies in coordination with Account Executive and client, and possibly working as a billing coordinator for the client. Must have thorough understanding of billing and payroll processes including ability to assist with payroll updates after annual open enrollments. Must have excellent understanding of client payroll files.
• Conduct periodic COBRA audit and resolution of COBRA discrepancies. Communicates COBRA rate renewals annually.
• Completes regular audits of client data in THEbenefitsHUB including non-standard and unique audits (IMNS, post enrollment audits, eligibility audits, demographic audits, etc.)
• Assist with reviewing and correcting carrier, medical/TRS, and ADI discrepancies regularly.
• Must have an excellent understanding of the benefit offerings and carriers affiliated with Financial Benefit Services.
• Good understanding of implementation processes of reenrollment preparation including assisting with Plan Sheet audits, Coop Standardization, and participation of BORs, Broker Signoffs, Renewal Meetings, etc.
• Thorough understanding of continuation of coverage processes.
• Thorough understanding of FMLA and LOA processes and guidelines. This may include processing payroll corrections that resulted from a change of benefits due to leave of absence.
• Must maintain client sites, FTP sites and client SharePoint folders.
• Assist with life insurance, disability and other claims including troubleshooting with carrier with appealed claim decisions.
• Perform other duties as needed or required.

Qualifications Needed:

• High School Diploma.
• Group 1 Insurance License.
• At least 3-5 years’ experience in customer service.
• Ability to travel as needed.
• Excellent written and verbal communication skills.
• Professional conduct and appearance which enhances company image.
• Must have exceptional computer and customer service skills. Proficient in Microsoft Word, Outlook, Excel, and PowerPoint. Advanced experience necessary.
• Excellent planning, organizational and time management skills. Individual should prioritize and plan work activities efficiently.
• Ability to effectively meet and communicate with the public.
• Self-managed and motivated to ensure the high standards set forth within the Company are met.
• Self-starter with the ability to work independently. Ability to make independent judgments.
• Must have proven work ethic, customer service attitude, and ability to work in a team environment.
• Team player and mentor.
• Complete tasks accurately and timely.
• Work requires continual attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
• Adherence to all company policies and rules.
• Commitment to safety in all work practices.
• Work requires an excellent command of the English language.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy as well as continually adheres to HIPAA and security standards.
• Some analytical ability is required in order to gather and summarize data for reports, find solutions to various problems, and prioritize work.
• Regular and predictable attendance is an essential function of this job.
• Must have knowledge of secretarial and office administrative procedures, and knowledge of use and operation of standard office equipment at a level generally acquired through 2 years related experience.
• Working knowledge of TRS and TSHBP administrative guidelines.

Location:

• This person will be working onsite at Lewisville-ISD 5 days a week
• Training will take place in our Richardson office

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity - the potential for growth within the company