Client Service Coordinator

3 weeks ago

Columbia, United States TriBridge Partners Full time

At TriBridge, everything we do, we do because we believe in making a meaningful difference in the lives of those we serve. We do this through collaboration among teams of specialists, using an established method designed to maximize the client experience. We assist clients in reaching their goals using insurance, financial, benefits, and advisory services.

Come grow with us Bring your high energy and fresh perspective and you will have the opportunity to grow with us professionally, financially, and personally. You will be collaborating with talented colleagues, many of whom have built successful careers while progressing through different roles and areas of the business, while establishing lifelong relationships and making a difference in our communities.

As a Client Service Coordinator, you will:

  • Assist clients with the processing of employee benefit applications and changes
  • Assist clients and employees investigating and resolving billing and provides notification to clients regarding carrier late notices
  • Provides assistance to client employees in researching and resolving claims issues
  • Respond to clients or employees with plan or benefit information
  • Research carrier inquiries regarding client benefit submissions
  • Build and maintain client and carrier relationships
  • Utilizes Client Relationship Management system (Salesforce) to update client accounts and plans, and track all client communication and inquiries
  • Work with the Account Management team to monitor and manage the client renewal process and audit renewals upon completion
  • Assist Account Manager and clients with compliance requirements
  • Provide administrative support to Account Management team and assist in special projects
  • Prepare presentations and spreadsheets upon request from internal team members
  • Perform other duties as assigned

Qualified applicants should possess the following:

  • High school diploma/GED or higher education
  • Active Life/Health License or ability to get licensed within first 90 days of employment
  • Excellent client service skills and willingness to help people
  • Background in health insurance, human resources and/or hospitality helpful but not required if excellent customer service skills are present
  • Effective time management skills that allow candidate to effectively multi-task, prioritize, and organize complex projects and balance long term goals
  • Strong written and verbal communication skills and ability to build rapport
  • Excellent grammar and math skills
  • Strong data entry and clerical skills
  • Ability to work in a fast-paced environment
  • Proficiency in appropriate software, including but not limited to Microsoft Office (Word, Excel, and Outlook, PowerPoint, Teams) and Adobe Acrobat

What we offer:

TriBridge offers competitive compensation plus a comprehensive benefits package.

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