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Client Relations Specialist

2 months ago

Columbia, Maryland, United States TriBridge Partners Full time


At TriBridge Partners, our mission is to create a significant impact in the lives of those we serve.

We achieve this through teamwork among specialists, employing a proven approach aimed at enhancing the client experience. Our goal is to assist clients in achieving their objectives through insurance, financial, benefits, and advisory services.

We invite you to grow with us. Bring your enthusiasm and innovative perspective, and you will have the chance to advance in your career both professionally and personally.

In this role, you will collaborate with skilled colleagues, many of whom have successfully navigated various roles and sectors within the organization, while fostering lasting relationships and contributing positively to our communities.


As a Client Service Coordinator, your responsibilities will include:

Facilitating the processing of employee benefit applications and modifications for clients.
Assisting clients and employees in investigating and resolving billing issues, and notifying clients about carrier delays.
Providing support to client employees in researching and addressing claims concerns.
Responding to inquiries from clients or employees regarding plans or benefits.
Conducting research on carrier inquiries related to client benefit submissions.
Building and nurturing relationships with clients and carriers.
Utilizing the Client Relationship Management system (Salesforce) to update client accounts and plans, and to track all communications and inquiries.
Collaborating with the Account Management team to oversee and manage the client renewal process, and auditing renewals upon completion.
Assisting the Account Manager and clients with compliance obligations.
Providing administrative support to the Account Management team and aiding in special projects.
Preparing presentations and spreadsheets as requested by internal team members.
Performing additional duties as assigned.

Qualified candidates should possess:
- A high school diploma/GED or higher education.
- An active Life/Health License or the ability to obtain one within the first 90 days of employment.
- Exceptional client service skills and a genuine desire to assist others.
- A background in health insurance, human resources, or hospitality is beneficial but not mandatory if outstanding customer service skills are evident.
- Effective time management abilities to efficiently multitask, prioritize, and organize complex projects while balancing long-term objectives.
- Strong written and verbal communication skills with the ability to establish rapport.
- Excellent grammar and numerical skills.
- Proficient data entry and clerical skills.
- The capability to thrive in a fast-paced environment.
- Proficiency in relevant software, including but not limited to Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams) and Adobe Acrobat.

What we offer:
TriBridge Partners provides competitive compensation along with a comprehensive benefits package.