Client Service Representative

4 weeks ago

Pittsburgh, Pennsylvania, United States Reliance Standard Full time
Job Overview

As a Client Service Representative at Reliance Matrix, you will be responsible for managing undedicated client accounts, serving as the main contact for ongoing service, and providing consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan.

Key Responsibilities

  • Understand client business, issues, and needs through proactive phone contact and work with peers to build and maintain positive ongoing client relationships.
  • Provide continual education to clients on Reliance processes, policies, and procedures, including website services and navigation.
  • Respond to customer inquiries regarding coverage questions, billing issues, underwriting status updates, and other aspects of the benefit plans.
  • Work closely with resolution specialists in billing, underwriting, claims, and other internal departments to facilitate smooth operational functions.
Administrative Responsibilities

  • Utilize best practices and follow standard operating procedures, identifying internal process, policy, procedure, or technology issues that may be adversely impacting client satisfaction.
  • Contribute to and participate in departmental and organization-wide projects and committees designed to enhance service, improve efficiency, and improve knowledge.
  • May be responsible for New Producer set-up, ensuring accurate information in internal systems.
Requirements

  • Associate degree (AS/AA), Bachelor's preferred.
  • State Insurance License preferred.
  • Related experience preferred but will consider self-starter with good skills.
  • Demonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness.
  • Strong communication skills.
  • Ability to build and maintain collaborative working relationships at all levels.
  • Planning and organization skills, multi-tasking.
  • Proven analytical skills.
  • Ability to prioritize incoming customer queries and maintain the RSL responsiveness commitment.
  • Ability to adapt to change.
  • Ability to work independently.
  • Computer proficiency in Excel and Word.
  • Ability to represent Reliance in a professional manner.
  • Knowledge of group insurance, products, contracts, and services.
  • Understanding of state regulations applying to group plans.
  • Knowledge of underwriting principles and practices.
What We Offer

At Reliance Matrix, we believe that creating a more diverse, equitable, and inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you. We offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.

Our Benefits:
  • An annual performance bonus for all team members.
  • Generous 401(k) company match that is immediately vested.
  • A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account.
  • Multiple options for dental and vision coverage.
  • Company-provided Life & Disability Insurance to ensure financial protection when you need it most.
  • Family-friendly benefits including Paid Parental Leave & Adoption Assistance.
  • Hybrid work arrangements for eligible roles.
  • Tuition Reimbursement and Continuing Professional Education.
  • Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program.
  • Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council.
Our Values:
  • Integrity.
  • Empowerment.
  • Compassion.
  • Collaboration.
  • Fun.
EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age, or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

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