Client Solutions Assistant Customer Service Representative

2 months ago


Poughkeepsie, United States Marshall & Sterling Full time

Position Title: Client Solutions Assistant Customer Service Representative (ACSR) Reports to: Compliance and Client Solutions Manager Primary Function: Providing superior administrative support for Marshall & Sterlings Employee Benefits iNavigator HRIS technology and client solutions team.

Major Responsibilities:

* Participate in testing, troubleshooting and maintenance of and processes

* Provide prompt and efficient system support, including the completion of administrative functions (e.g. reviewing/answering emails and phone calls, etc.)

* Serve as a liaison to various service teams to ensure seamless coordination of client activities within the iNavigator system

* Database and file management: Inputting information quickly and accurately from a variety of sources into computer tracking systems

* Maintain electronic filing system for documenting client communications

* Generate, maintain and manage reports designed to provide analytical support

* Build and maintain a favorable and professional work relationship with other staff members

* Provide additional administrative support for the Group Benefits team as requested

* Perform other duties and special projects as assigned by manager

Qualifications:

* College degree preferred; High school diploma or equivalent is required

* Experience and knowledge of Microsoft Office programs (Outlook, Word, Excel, PowerPoint) and other computer systems and operations is a must

* Proficiency with HRIS systems is a plus

* Strong organizational, time management and attention to detail skills are essential

* Must always be able to maintain professionalism and a positive service attitude

* General knowledge of health insurance and products is a plus



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