Client Services Specialist

2 weeks ago


Dallas, Texas, United States Capstone Search Group Inc Full time

About the Position
This forward-thinking insurance organization is poised to transform the group health sector with a revolutionary approach to healthcare delivery.

As they expand their operations, they are seeking a dedicated professional to enhance client service and manage accounts effectively.

Key Responsibilities
- Facilitate the onboarding of new employer accounts in collaboration with the sales and marketing teams.
- Oversee and coordinate with internal personnel and resources for continuous enrollment, benefit fairs, and related activities.
- Ensure that employer and employee portals are accurately linked to the benefit documentation and plan details.
- Manage the ongoing enrollment modification process throughout the policy year.
- Maintain regular support and meetings with employer group representatives to foster a strong client relationship, ensuring their needs and expectations are met with the utmost professionalism.
- Collaborate with the actuarial team and internal resources to prepare annual renewals and communicate them to the relevant parties.

Qualifications
- 5-7 years of demonstrated success with group life and health products.
- Established relationships with brokers in the industry.
- Active Texas state life and health license.
- Bilingual proficiency in Spanish and English is preferred.

Compensation and Benefits
$85,000 - $100,000+ with bonus potential, comprehensive benefits package, and flexible hybrid/remote work options.



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