Customer Success Specialist

2 weeks ago

Bridgewater, United States UBT Full time

About Us

Universal Business Team (UBT) is a dynamic, fast-paced global consulting organization dedicated to empowering family-owned businesses worldwide. With a presence in multiple countries, we provide our clients with an unparalleled range of business advisory services, coaching, consulting, and training programs designed to drive growth and success. Our mission is to deliver innovative solutions that enable businesses and families to thrive.

The Opportunity:

Are you passionate about delivering exceptional service and ready to bring your health insurance expertise to a dynamic team? We're looking for a Customer Support Specialist with 2-5 years of experience in health insurance policy management, including quoting, onboarding, servicing, and renewals. In this role, youll support our valued UBT Protect customers, ensuring they receive comprehensive, high-quality assistance every step of the way.

What Were Looking For:

  • Experience: 2-5 years in customer support within health insurance, including hands-on experience with quoting, onboarding, servicing, and renewals.
  • Skillset: Strong attention to detail, proactive problem-solving, and a customer-focused mindset.
  • Growth-Oriented: A desire to develop and thrive in a supportive, growth-focused environment.

If you're ready to join a team that values your skills and offers a pathway to growth, apply today

Key Responsibilities

Outreach

  • Contacting customers regarding their upcoming renewals and setting up meetings for the Account Managers
  • Follow up with customers for needed information to quote and send it on to vendors
  • Set up proposal meetings and take notes/actions

Customer Onboarding

  • Take the lead in managing the customer onboarding process, from the time they confirm the quote to when they go live. Which includes Employee Navigator setup, Smartsheet setup, creating benefits booklet, running the open enrollment, sending providers the final census and keep the group updated with the process

Servicing

  • Manage all Halo inquiries and respond to each customer within 4 business hours of their request.
  • Escalate any tickets that cannot be resolved to Account Manager
  • Reach and coordinate with providers on any questions that the group has throughout the year billing, coverage limits, etc.
  • Processing employee enrollments, terminations, and qualifying events
  • Handle any compliance reporting with the group
  • Answer all incoming calls to Onemedifund phone line
  • Maintain all needed insurance licenses for UBT

Renewals

  • Work with providers on negotiating renewal
  • Prepare renewal presentation for group
  • Take the lead in managing the customer renewal process, from the time they confirm the quote to when they renew. Which includes Employee Navigator setup, Smartsheet setup, creating benefits booklet, running the open enrollment, sending providers the final census and keep the group updated with the process

Quarterly Reporting

  • Create presentations and set up meetings for all Onemedifund customers on a quarterly basis using the PowerPoint template
  • Sending out surveys to groups to get their feedback on their Onemedifund plan
  • Work with providers to get reports on savings opportunities, PBM rebates, etc.
  • Take meeting notes and actions
  • Take the lead in the follow up actions

Skills & Qualifications

Displays Integrity: Demonstrates confidence and courage in achieving UBTs mission, philosophy and value.

Delivers Excellence: Takes personal accountability for achieving high quality outcomes.

Demonstrates Interpersonal Understanding: Actively Listens, understands, accepts & respects the opinions, feelings, perspectives and motivations of others.

Influences Effectively: Gains the support of others for courses of action that benefit UBT.

Works in Teams: Sees the benefit of collaboration and works cooperatively across UBT to deliver shared goals.

  • Extensive work experience preferably from a Professional Services / Corporate environment
  • Manage projects
  • Manage facilities and IT environments
  • Records and document management
  • Proofreading
  • Office management
  • Advanced skills in MS Office (Word, Excel, PowerPoint, Outlook) expert level
  • Strong IT skills
  • High school degree (Bachelors is preferred)
  • Previous Experience with servicing health insurance policies is required

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