We have other current jobs related to this field that you can find below

  • Client Services Associate

    4 weeks ago

    Saint Louis, United States Walsh Financial Services Full time

    Job DescriptionJob DescriptionJob DescriptionThe Client Services Associate supports multiple financial advisors and provides a high level of client service, administration, and operations support to clients. The Client Services Associate is instrumental in ensuring the smooth operation of a fast-paced financial/investment services office with multiple...

  • Client Service Associate

    3 months ago

    Saint Louis, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionOur team’s mission is a dedication to building lifetime relationships with private investors, business owners, and business executives. These relationships are rooted in providing value to clients by helping identify needs and solutions aimed at achieving financial goals. We believe in helping clients identify and secure their...

  • Client Services Associate

    1 month ago

    Saint Louis, United States Delta Dental of Missouri Full time

    Job DescriptionJob DescriptionJoin our team! Are you a customer-centric professional with a knack for building strong relationships and solving complex issues? Delta Dental of Missouri is seeking a dedicated Client Services Associate to be the operational and administrative linchpin for our client partners. You will play a vital role in client satisfaction,...

  • Associate Advisor

    3 months ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionAssociate Advisor / Client Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will...

  • Client Service Associate- St. Louis, MO

    3 months ago

    St Louis, United States Raymond James Financial Services Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

  • Client Services Associate

    1 month ago

    St Louis, United States Delta Dental of Missouri Full time

    Join our team! Are you a customer-centric professional with a knack for building strong relationships and solving complex issues? Delta Dental of Missouri is seeking a dedicated Client Services Associate to be the operational and administrative linchpin for our client partners. You will play a vital...

  • Client Services Specialist

    8 hours ago

    Saint Louis, United States Elveeta Macon - State Farm Agent Full time

    Job OverviewBenefits:Performance-based bonusesAttractive salary packageFlexible working hoursCareer advancement opportunitiesPaid leaveComprehensive training and developmentHealth coverageROLE SUMMARY: Elveeta Macon - State Farm Agent is on the lookout for a detail-oriented and proactive sales professional to assist our licensed team in enhancing customer...

  • Client Services Associate

    3 months ago

    Saint Cloud, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: The Client Services Associate role provides new Financial Representatives (FRs) with administrative support full-time from our office in St. Cloud to allow the new FR to spend more time in front of current clients and prospective clients. The Client Services Associate is also responsible for helping the FRs to build...

  • Client Service Associate

    1 month ago

    St Louis, United States CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Services Coordinator

    3 months ago

    Saint Louis, United States Lushin Inc. Full time

    Job DescriptionJob DescriptionLushin Inc, is an Employee-Owned Indianapolis based Sales and Sales Management consulting group. We need a St. Louis based Client Services Coordinator to drive success for our growing client base.About Us: We have leaders, not bosses.We help lift others as we climb.We have each other’s backs.We take responsibility.We make a...

  • Client Services Associate

    5 days ago

    St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you passionate about helping others?Become a Financial Services Representative.Experience a vibrant work environment where you can focus on your professional growth and career development, assisting clients through incoming calls. You will also be preparing for a pivotal role at Fidelity's Investor Centers. Launch your...

  • Client Services Associate

    8 hours ago

    St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you passionate about helping individuals achieve their financial goals?Become a vital part of our organization as a Financial Services Representative.Experience a vibrant workplace where you will have dedicated opportunities for personal and professional development, assisting clients through inbound communications. You...

  • Client Services Associate

    6 days ago

    St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you passionate about helping others?Become a Financial Services Representative.Experience a vibrant work environment where you can focus on personal and professional growth, assisting clients through incoming inquiries. You will be preparing for a pivotal role at Fidelity's Investor Centers. Kickstart your career in...

  • Client Services Associate

    2 weeks ago

    St Louis, United States Delta Dental of Missouri Full time

    Join our team! Are you a customer-centric professional with a knack for building strong relationships and solving complex issues? Delta Dental of Missouri is seeking a dedicated Client Services Associate to be the operational and administrative linchpin for our client partners. You will play a vital role in client satisfaction, retention, and relationship...

  • Client Service Associate in Financial Services

    5 days ago

    Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    Position OverviewSalary: The Client Service Associate plays a crucial role in enhancing client satisfaction and supporting the financial advisor in the development of their practice and client connections. This position is essential for maintaining a well-organized and efficient office environment. The Client Service Associate acts as a bridge between the...

  • Client Service Associate

    7 hours ago

    Saint Joseph, Michigan, United States Jaden Gebbink - State Farm Agent Full time

    Job OverviewPosition Summary:A dedicated State Farm Agent is looking for a qualified individual to become an integral part of their team as an Office Representative. We are in search of a dynamic professional who is passionate about contributing to our business growth through meaningful interactions and exceptional customer service. If you are a proactive...

  • Client Service Specialist

    1 month ago

    Saint Louis, United States The Chamberlin Group Full time

    Job DescriptionJob DescriptionThe Chamberlin Group is a fast-growing financial services company that is unlike any you’ve ever met.If you're an ambitious go-getter willing to take on the challenge of nurturing client relationships and enhancing our service experience, we want to hear from you.We know you’ve heard the “we’re unique” line before,...

  • Client Service Manager

    3 months ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  We strive to...

  • Client Service Associate

    5 days ago

    Saint Peters, Missouri, United States Gateway Metro Credit Union Full time

    Job TypeFull-timePosition OverviewThe ideal Client Service Associate will foster and sustain robust connections with members and colleagues while executing standard teller operations. This role encompasses receiving and processing membership applications, checking and loan requests, and initiating new services for members. Additionally, the representative...

  • Client Services Associate

    2 hours ago

    Saint Peters, Missouri, United States Gateway Metro Credit Union Full time

    Job TypeFull-timePosition OverviewThe ideal Client Services Associate will cultivate and uphold robust connections with members and colleagues while executing standard teller operations. This role involves processing memberships, handling checking and loan applications, and establishing new services for members. Additionally, the representative will identify...

Client Services Associate

1 month ago

Saint Louis, United States Delta Dental of Missouri Full time

Join our team Are you a customer-centric professional with a knack for building strong relationships and solving complex issues? Delta Dental of Missouri is seeking a dedicated Client Services Associate to be the operational and administrative linchpin for our client partners. You will play a vital role in client satisfaction, retention, and relationship building, working closely with Account Managers to deliver exceptional service.

Responsibilities

Work with Account Managers on their assigned base of enrolled groups (either direct or through a broker or consultant) to ensure customer satisfaction and retention.
Coordinate with other departments and facilitate and manager resolution of claims, eligibility, and benefit issues to guarantee responsive service and client satisfaction with all service provided by Delta Dental.
Follow through on inquires with either verbal or written responses regarding claims, benefit payments, eligibility and a variety of general information questions.
Ensure timely production and delivery of standard reporting packages, on a monthly and quarterly basis.
Produce/facilitate production of ad hoc and performance guarantee reporting packages as needed.
Gathering New Group Paperwork for cross sold vision groups.
Submit and process cross sold vision proposals in GRS and NGI.
Creating and sending renewals for enrolled dental and vision groups.
Complete and submit all internal paperwork, including abstracts, RFP forms, etc. for client partners.
Day to day contact for client partners and consultants in all areas outside of Group Accounts (eligibility, billing, accounts receivable and ID cards).
Enhance relationships with existing client partners by providing excellent and responsive service; problem solving and follow up on any service issues.
Support the smooth implementation process (new groups and new segments), including updating the implementation calendar, spearheading the implementation components with all internal departments and leading implementation calls as necessary.
When needed, conduct benefit fairs and enrollment meetings for St. Louis clients, and when possible, satellite offices' clients.
Review and update benefit summaries for client partners as needed.
With understanding of benefit utilization, perform high-level review of reports on benefit utilization when necessary.
Enter, update, and maintain integrity of assigned enrolled group information within our enterprise CRM System.
Enter dental and vision contracting in the Contract Management System (CMS).
Perform other work-related duties as assigned.
Send Pooled Renewal letters to clients, including a vision proposal when applicable.
Send Welcome Email to new clients and brokers.
Ensure applicable dental changes are updated on the SPD by Underwriting for dental and provide to group contact/broker.
Dedicated back-up for Account Manager when out of the office on vacation/leave.
Create benefit packets - print/package/ship for clients and brokers.
Work with Client Reporting to ensure delivery of Ad Hoc Reporting.

Education, Skills, Personal Attributes, and Experience Required

Bachelor's degree or equivalent work experience.
A minimum of 3 years of experience in the insurance industry or health benefits arena.
Current Missouri health insurance license.
Professional presence required, as well as a professional demeanor for both written and verbal communications.
Ability to prioritize projects and work with a variety of marketing team members to achieve division/department and corporate goals.
Proficient in use of office equipment such as a personal computer, copiers and fax machine.
Proficient in use of Microsoft Office software such as Word, Excel, PowerPoint, and Outlook - strong experience with Excel required.
Ability to learn and proficiently use other computer programs.
Attention to detail and deadlines, good organizational skills and high level of initiative.
Excellent verbal, written, analytical and interpersonal skills.
Ability to remain poised and composed, yet firm, when dealing with dissatisfied group personnel, subscribers, brokers, and consultants.
Functional understanding of finance, underwriting and rating of group insurance products.
Working knowledge of all departments within Delta Dental.
Understanding of dental terminology and procedures.
Basic ability to build and maintain relationships with sales channels and prospects.
Well-developed customer service skills.
Independent problem solving, critical thinking, research and analytical skills; able to interpret data/reports and effectively communicate impacts to Sales Executive and prospects.
Basic underwriting acumen; including a general understanding of fully insured and self-funded arrangements, utilization reporting, and general target loss ratios rationale.
Solid ability to prepare effective product proposals and presentations that result in sales.
Solid organizational, facilitation, and time management skills; proactive and outcome oriented.
General understanding of employee benefits environment, insurance business, products and competitors in the market.
General understanding of the sales process.
Solid ability to exercise initiative and judgment as well as make decisions within the scope of authority; consistently demonstrate a proactive, inquisitive approach.
Well-developed written and verbal communication skills with the ability to effectively craft and communicate targeted messages that further the overall strategy.
Process improvement oriented; demonstrated ability to recognize and articulate opportunities for improvement.
Team player with an appreciation of how sales related decisions impact the rest of the organization.
Proven subscription to the company's core values of integrity, trust and respect, innovation, stewardship, excellence and celebration.

Work Conditions

General office working conditions which may require sitting for extended periods of time.
Infrequent overnight travel may be required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Specific vision abilities require the ability to focus distant and near objects clearly. While performing the duties of this job, the employee is regularly required to sit, talk and hear. The employee is frequently required to use hands and arms to handle, feel and reach as well as operate a personal computer.