Client Services Specialist

1 month ago


Charlotte, United States Equiliem Full time

Responsibilities:

  • Collaborate with carrier partners to resolve service issues and exceed broker service expectations
  • Oversee post-sales activities, including resolving plan, claim, deductible carryover, and access to care issues
  • Facilitate new hire worksheets, agent appointments, commission inquiries, book of business transfers, rate and benefit queries, billing concerns, and provider issues as the intermediary between brokers and carriers
  • Handle inbound and outbound calls related to renewing groups
  • Maintain comprehensive product knowledge of all territory-specific products and strong administration knowledge of carriers
  • Provide brokers with responses and solutions to renewal business inquiries

Qualifications:

  • 2 years of relevant experience; or equivalent combination of education and experience
  • Basic knowledge of carrier products and clear understanding of underwriting guidelines
  • Proficiency in MS Office (particularly Excel), Salesforce experience is a plus
  • Preferred experience in insurance agency and inside sales
  • Excellent organizational skills
  • Strong sales communication and customer service abilities
#ZR
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