Client Service Specialist/Administrative

1 month ago


Lake Oswego, United States McGriff Insurance Services Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES

:

This position would work under the direction of current program managers and focus on providing customer service to members who call our toll-free line or email our administrative email inboxes, which are separate from the CSD Pool’s. In addition, this role would provide support with tracking and filing claims related to these programs, updating prospect and membership trackers, support our annual membership meeting, and process billing and renewals for these two programs.

Answer CO and MO incoming calls and respond to voicemails. Process Colorado Firefighter Trust grant requests. Assist with Trust claims filing, tracking, and documentation. Assist with updating Trust legal and coverage documents. Assist with reviewing Trust vendor contracts and executing signed copies. Process Trust renewal submissions. Review rosters to determine eligibility. Initiate renewal billing o Release coverage MOC. Maintain and update Trust Client Service Plan (CSP). Maintain and update Trust membership tracker. Assist with providing yearend data to financial auditor and actuary. Maintain, update, and finalize annual membership meeting packet with team. Conduct membership meeting proxy tracking. Process quarterly management agreement billing. Process renewal and payment reminders. Assist with new prospect client pre-production development. Assist with conceptualizing ambiguous ideas for execution. Perform data entry and analysis to complete assigned board meeting packet items. Assist in communications for website and/or distribution to membership. Assist with prospect consultations. Assist in coordination of CO/MO Trust meetings and conferences. Other duties as assigned.


General Description of Available Benefits for Eligible Employees of TIH: 
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.



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