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Client Care Specialist
4 months ago
Overview:
**Responsibilities**:
- Create and optimize Excel formulas and functions to manipulate and analyze large datasets efficiently.
- Develop macros to automate repetitive tasks, enhance data processing and improve workflow efficiency.
- Implement data validation to maintain data accuracy.
- Integrate external data sources seamlessly into Excel, for analysis and reporting.
- Input employee/client data into the agency’s computer system to establish and update customer data, validate data and make corrections.
- Facilitate the accurate and timely determination of initial eligibility and follow up with clients who do not submit all required data.
- Keep client files up to date with current information
- Initiate and execute internal workflows when employees are hired, change assignments, or vacate a position.
- Build client within HILB’s benadmin, including plan setup and all employee demographics.
- Maintain enrollment records and reconciles monthly invoices for all benefit plans.
- Foster a culture of continuous improvement and skill development.
**Qualifications**:
- Education - High school diploma required; some college level coursework preferred.
- Certification - Must obtain and maintain active Life/Accident and Health Insurance Agent License
- Experience - One to three years of experience.
- Excellent oral and written communication skills
- Exceptional relationship development skills, interpersonal and time management skills
- Strong analytical and problem-solving skills
- Proficient in Microsoft Office Suite, with Agency Management System experience
- Advanced Excel skills
- Experience in HRIS or Benadmin system, HILB uses Employee Navigator
- Working knowledge and understanding of group benefits/administration
- Other - Travel and overtime may be required to fulfill the requirements of this position.
**Benefits**:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
