Client Relations Specialist

2 weeks ago


Columbia, Maryland, United States TriBridge Partners Full time


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

We achieve this through teamwork among specialists, employing a proven methodology aimed at enhancing the client experience. Our focus is on guiding clients to achieve their objectives through a range of services including insurance, financial planning, benefits management, and advisory support.

We invite you to be part of our growth journey. Bring your enthusiasm and innovative ideas, and you will have the chance to develop professionally, financially, and personally.

In this role, you will collaborate with skilled colleagues, many of whom have successfully advanced through various positions and sectors of the organization, while fostering enduring relationships and contributing positively to our communities.


As a Client Service Coordinator, your responsibilities will include:

Assisting clients with the administration of employee benefit applications and modifications
Supporting clients and employees in resolving billing inquiries and notifying clients about carrier delays
Providing assistance to client employees in investigating and addressing claims concerns
Responding to inquiries from clients or employees regarding plans or benefits
Researching carrier-related questions about client benefit submissions
Building and nurturing relationships with clients and carriers
Utilizing a Client Relationship Management system (Salesforce) to maintain client accounts and plans, and document all client interactions 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 participating 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 advantageous but not mandatory if strong customer service skills are evident
  • Effective time management abilities to successfully 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 mathematical 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.



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