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Client Services Specialist
1 month ago
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
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