Client Relations Specialist

2 weeks ago


Columbia, Maryland, United States Tribridge Partners LLC Full time

About TriBridge Partners LLC

At TriBridge Partners LLC, we are committed to making a significant difference in the lives of our clients. Through effective collaboration and a systematic approach, we strive to improve the client journey and assist them in reaching their objectives with a variety of services, including insurance and financial advisory.

Key Responsibilities of the Client Service Coordinator:

  • Efficiently assisting clients with their benefit applications and modifications
  • Promptly investigating and resolving billing discrepancies
  • Addressing and resolving claims issues for client employees
  • Providing clients and employees with precise plan information
  • Managing inquiries from carriers regarding benefit submissions
  • Establishing and maintaining strong relationships with clients and carriers
  • Updating client records in the Salesforce platform
  • Monitoring client renewals and ensuring compliance
  • Supporting Account Managers with administrative duties and special initiatives
  • Preparing necessary presentations and spreadsheets
  • Exhibiting outstanding customer service and teamwork

Qualifications Required:

  • High school diploma/GED or higher education
  • Life/Health License or the ability to obtain one within 90 days
  • Strong organizational and time management skills
  • Effective communication and relationship-building skills
  • Proficiency in Microsoft Office and other relevant applications
  • Experience in health insurance or human resources is advantageous

What We Offer:

Competitive salary and a comprehensive benefits package.



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