Client Service Specialist - Insurance Advisory Solutions

2 days ago

Apply Now

Receive Emails with Similar Jobs

The Baldwin Group

WebsiteLinkedInAll Job Openings

Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

Description

• Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. • Produces required reports and extracts from appropriate agency management system(s). • Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes and terminations in benefit administration systems. • Provides secondary Employee Care Center support for all Employee Benefits group clients. • Provides claims advocacy for clients. • Assists with collating EBG presentations and marketing materials. • Is responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation. • Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed. • Cultivates strong relationships with insurance company partners. • Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources. • Is available as a secondary resource to clients if primary resource and/or team is unavailable. • Maintains compliance documents and performs updates to them when necessary. • Responsible for communications and providing printed materials to clients, employees, and vendors, with regards to COBRA renewals. • Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process • Conducts effective enrollment meetings, as needed. • Looks for opportunities to improve the firm, Business Segment and processes. • Brings issues and discrepancies to the attention of appropriate leadership.

Requirements

• Certification(s): None required; None preferred • License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred