Description
The Opportunity :
The Client Service Manager is responsible for supporting and collaborating with Client Executives (CEs) regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new client onboarding.
This position is hybrid : 3 days in office, 2 days at home.
Are You A Match?
The CSM is driven by prompt, accurate and thoughtful service to clients. With 1-3 years’ experience in the employee benefit account management space.
S / he will need a Life and Health Florida insurance license in good standing.
In This Role You Will Execute On :
- Support the execution of the client written service timeline and blueprint created by CE.
- Collaborate and facilitate with Engagement and Health Strategies team on communication materials geared toward educating employees about their benefit or wellness program.
- Coordinate with Advocacy team on documenting and reporting on employer / employee issues in Benefit Point eligibility, billing, claims, EOBs, trends, etc.
- Manage carrier issues on implementation, plan set up, file feeds, etc.
- Support CE with client data accuracy and auditing of Benefit Point.
- Support CE with data gathering and new client onboarding.
- Initial review of proposals, communications, and client plan documents to include SBC, SPD, certificates, Schedule A / Form 5500, contracts, carrier renewal / implementation paperwork.
- Initial / Draft completion of carrier renewal / implementation paperwork.
- Auditing of client files for completion to include all plan documents - SBC, SPD, Certificates, Schedule A / Form 5500, contracts.
In This Role You’ll Need :
- Excellent communication skills, including listening, speaking and writing
- Demonstrate problem solving skills, including research capabilities
- Intelligence : learns quickly, demonstrates ability to quickly and proficiently understand and absorb new information.
- Ability to organize, plan and prioritize with effective results
- Proficient in Word, Excel, PowerPoint and Outlook
- Team player
- Open to constructive criticism and ideas
- Efficiency : able to product significant output with minimal wasted effort.
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