Client Service Specialist

This client is ideally looking to start someone mid-January 2025.

This position if often the day-to-day contact for the client and addresses questions, service needs, and vendor management interventions. This is a core member of every strategic account’s benefit team. Working with the Senior Consultant, Financial Consultant, and other specialty division team members, this role possess an overarching knowledge of all moving components of each client account.

This position supports a book of business of large employer accounts (100+ employees) and a revenue of $500K-$1M.

• Manage ongoing service needs of client accounts in a proactive and effect manner
• Create high quality and timely work products and client deliverables
• Co-develop and manage client strategic plans and initiatives. i.e. health and welfare planning, health management, data analytics, and voluntary program
• Lead program and vendor implementations and on-going program management
• Develop accurate and concise communication materials
• Research and execute escalated client issues or questions
• Expand and maintain working knowledge of benefit plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs
• All other duties as assigned.

• Problem Solving: Possesses the ability to use logic and thought methodology to solve challenging problems and provide effective solutions. Ability to probe for answers and discover hidden issue and provide an objective answer or analysis.
• Effective Communication: Can clearly articulate oneself in a professional manner with the ability to read the audience and adapt. Possesses the intuition on what information to communicate, feedback to provide, and the right manner of delivery. Practices active listening with patience and can restate opinions accurately, as needed.
• Drive for Results: Can be counted on to meet or exceed goals, successfully. Consistently a top performer who can self-motivate but can also motivate others.
• Priority Setting: Focuses time on what is important and can quickly divert attention to critical needs. Possesses the ability to sense what will help or hinder accomplishing goals. Can create a focus to complete objectives.

• Integrity: Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics.
• Heroic Service: White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations.
• Teamwork: Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group.
• Kindness: Shows concern and consideration for others. Is generous with time, talent, and overall possess a willingness to help.

• High School Diploma-Required, Bachelor’s Degree- Preferred
• Life, Accident, and Health License-Preferred

• 5+ year of employee benefits account management, or human resources experience with an employee benefits focus.
• CEBS, GBA, PHR, or SHRM-CP/SCP Designation-Preferred
• Intermediate knowledge of employee health and welfare plans.