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Client Service Representative

3 months ago

Richardson, United States Higginbotham Full time

Financial Benefit Services (FBS) , a Higginbotham partner, has an immediate opening for a Client Service Representative . The primary functions of a Client Service Representative are to coordinate workflow with the Account Executive for clients and to establish depth in the client relationship. A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, is focused on successful outcomes, promotes teamwork, shares best practices, and has a willingness to help others. Must have experience and/or exceed expectations for promotion for a period for proven success record. Relies on extensive experience and judgment to plan work and accomplish department goals with minimal supervision necessary. Has experience with mentorship and decision making. The essential functions include but are not limited to the following: Coordinate management of client accounts with the Account Executive Prepare group meeting and enrollment materials for clients Conduct group meetings and employee enrollments, as needed, and assist with new hire enrollments throughout the year Provide training to clients on technology enhancements, online enrollment system, and benefit plans Effect changes in coverage as needed by clients in THEbenefitsHUB Troubleshoot and resolve issues (claims, eligibility, etc.) with third-party vendors on behalf of clients and their employees Maintain quick, clear, and professional communication with clients, carriers, and team members via email, Internet, and voice Assist with Life Insurance updates in THEbenefitsHUB including approving, denying, and closing coverage and notifying clients timely of payroll changes Assist in billing processes including resolution of billing discrepancies in coordination with the Account Executive and client, and possibly working as a billing coordinator for the client Must have a thorough understanding of billing and payroll processes including the ability to assist with payroll updates after annual open enrollments Must have an excellent understanding of client payroll files Conduct periodic COBRA audit and resolution of COBRA discrepancies Communicate COBRA rate renewals annually Complete regular audits of client data in THEbenefitsHUB including non-standard and unique audits (IMNS, post-enrollment audits, eligibility audits, demographic audits, etc.) Assist with reviewing and correcting carrier, medical/TRS, and ADI discrepancies regularly Must have an excellent understanding of the benefit offerings and carriers affiliated with Financial Benefit Services Good understanding of implementation processes of reenrollment preparation including assisting with Plan Sheet audits, Coop Standardization, and participation of BORs, Broker Signoffs, Renewal Meetings, etc. Thorough understanding of continuation of coverage processes Thorough understanding of FMLA and LOA processes and guidelines This may include processing payroll corrections that resulted from a change of benefits due to leave of absence Must maintain client sites, FTP sites, and client SharePoint folders Assist with life insurance, disability, and other claims including troubleshooting with carrier regarding appealed claim decisions Perform other duties as needed or required Qualifications Needed: High School Diploma Group 1 Insurance License At least 3-5 years’ experience in customer service Ability to travel as needed Excellent written and verbal communication skills Professional conduct and appearance which enhances company image Must have exceptional computer and customer service skills Proficient in Microsoft Word, Outlook, Excel, and PowerPoint Advanced experience necessary Excellent planning, organizational, and time management skills Individual should prioritize and plan work activities efficiently Ability to effectively meet and communicate with the public Self-managed and motivated to ensure the high standards set forth within the Company are met Self-starter #J-18808-Ljbffr