Area Client Service Representative

1 month ago

Richardson, Texas, United States Higginbotham Insurance Agency Full time
Job Title: Area Client Service Representative

Higginbotham Insurance Agency, a leading independent insurance and financial services firm, is seeking a highly motivated and detail-oriented Area Client Service Representative to join our team in Richardson, TX.

Job Summary:

The Area Client Service Representative will be responsible for coordinating workflow with Account Executives, establishing depth in client relationships, and providing exceptional customer service. This role requires a self-starter with strong communication and organizational skills, who can work effectively in a team environment.

Key Responsibilities:
  • Coordinate management of client accounts with Account Executives.
  • Prepare group meeting and enrollment materials for clients.
  • Conduct regular group meetings and employee enrollments on-site, and assist with new hire enrollments throughout the year.
  • Provide training to clients on technology enhancements, online enrollment systems, 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/voice.
  • Assist with Life Insurance updates in THEbenefitsHUB, including approving, denying, and closing coverage, and notifying clients timely of payroll changes.
  • Assist resolution of billing discrepancies in coordination with Billing Coordinator and Account Executive.
  • Conduct periodic COBRA audits and resolution of COBRA discrepancies, including COBRA implementation for new clients.
  • Communicate COBRA rate renewals annually to COBRA administrators.
  • Assist with regular audits of client data in THEbenefitsHUB (IMNS, post-enrollment audits, eligibility audits, etc.).
  • Maintain an excellent understanding of the benefit offerings and carriers affiliated with Financial Benefit Services.
  • Basic understanding of implementation processes of a new group and reenrollment preparation for current clients, including assisting with Plan Sheet audits and participation in BORs, Broker Signoffs, Renewal Meetings, etc.
  • Good understanding of continuation of coverage processes.
  • Basic understanding of FMLA and LOA processes and guidelines.
  • Maintain client sites, FTP sites, and client SharePoint folders.
  • Perform other duties as needed or required.
Qualifications:
  • High School Diploma.
  • Group 1 Insurance License.
  • Frequent travel required.
  • At least 1-2 years' experience in customer service.
  • Good written and verbal communication skills.
  • Professional conduct and appearance that enhances company image.
  • Must have exceptional computer and customer service skills, proficient in Microsoft Word, Outlook, Excel, Publisher, and PowerPoint.
  • Excellent planning, organizational, and time management skills.
  • Ability to effectively meet and communicate with the public.
  • Must have a proven work ethic, customer service attitude, and ability to work in a team environment.
  • Team player.
  • Complete tasks accurately and timely.
  • Work requires continual attention to detail in composing, typing, and proofing materials, establishing priorities, and meeting deadlines.
  • Adherence to all company policies and rules.
  • Commitment to safety in all work practices.
  • Work requires an excellent command of the English language.
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
  • Position continually requires demonstrated poise, tact, and diplomacy, as well as adherence to HIPAA and security standards.
  • Regular and predictable attendance is an essential function of this job.
  • Must have knowledge of secretarial and office administrative procedures and knowledge of use and operation of standard office equipment at a level generally acquired through 2+ years related experience.

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