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Client Services Representative

2 months ago

Dallas, Texas, United States Navia Benefit Solutions, Inc. Full time
Job Summary

The Client Services Specialist will be responsible for providing exceptional customer service to clients and their brokers, serving as a liaison between customer contacts and the day-to-day operations of the account.

Key Responsibilities
  • Client Response and Internal Communication: Respond to client inquiries and internal requests within 2-4 hours via phone and email.
  • Ticket Management: Complete responses to DISC questions from clients and verify reporting is accurate for assigned clients.
  • Reporting and Data Management: Manage HSA reporting, verify COBRA rates, and review RA OE files.
  • Client Onboarding and Offboarding: Manage client access, update payroll and server notes, and complete projects/assignments as requested by the Management Team.
  • Team Collaboration: Attend company and departmental meetings, and contribute to meeting team goals and tolerances.
Requirements
  • Communication Skills: Strong verbal and written communication skills in the English language.
  • Organizational Skills: Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Technical Skills: Proficiency in Microsoft Office, particularly Word Processing and Excel programs, and experience with benefits administration software.
  • Education: College degree or equivalent experience.