Client Solutions Specialist

Position Overview

The Client Solutions Specialist plays a key role in supporting the sales, implementation, and renewal lifecycle for new and existing employer groups. This role is responsible for managing the end-to-end process of stop-loss RFP coordination, facilitating new group implementation, and supporting the renewal process by working directly with internal teams, vendor partners, brokers, and clients.

Key Responsibilities

Stop-Loss Marketing & RFP Support

• Coordinate and submit RFPs to stop-loss carriers to secure competitive quotes
• Gather and validate required data from internal systems to complete RFPs
• Manage timelines and follow up with carriers and brokers throughout the quoting process
• Organize and package quote responses for internal review and broker distribution

Group Implementation Coordination

• Facilitate initial onboarding process for new employer groups
• Distribute and track completion of all required implementation forms (e.g., Teladoc, UM, PBM, etc.)
• Maintain clear communication with internal departments to ensure timely setup
• Monitor implementation progress and provide regular updates to stakeholders

Renewal Management

• Track upcoming renewals and initiate data collection for underwriting
• Submit renewal information to stop-loss carriers
• Compile renewal options and prepare summary packages for broker/client delivery
• Coordinate any updates or changes required for renewal execution

Skills & Qualifications

• 2 years of experience in health insurance, employee benefits, or TPA environment
• Strong organizational and project coordination skills
• Excellent written and verbal communication skills
• Experience working with stop-loss carriers, brokers, or employer groups preferred
• Proficient in Microsoft Office and CRM systems (Zoho experience a plus)
• Ability to manage multiple projects with competing deadlines

Attributes for Success

• Client-focused mindset with a high level of professionalism
• Detail-oriented and proactive in identifying next steps and potential gaps
• Team player who thrives in a fast-paced, evolving environment
• Problem solver with a continuous improvement mindset

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Work Location: In person

Salary : $45,000 - $55,000