Client Service Administrator Group Benefits

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profile Job Location:

Cleveland, TN - USA

profile Monthly Salary: Not Disclosed
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account interfaces with clients and carriers maintains records and performs other general administrative duties.

A Day in The Life:

  • Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.

  • Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.

  • Serves as a client contact and identifies and assesses customers needs quickly and accurately; solves problems systematically using sound business judgment.

  • Responds to enrollment billing claims and other administrative issues; ensures a complete solution is provided to the clients satisfaction; documents the details and outcomes of each support event.

  • Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.

  • Ensures commissions are accurate flowing and received on a timely basis at point of sale or renewal.

  • Interfaces with both client and vendor to secure all account documents; also builds files in the internal shared computer systems and catalogues documents appropriately.

  • Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.

  • Supports the clients integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.

  • Monitors the progress of meeting action items initiates response from vendors or internal staff and documents the results for feedback to the client.

  • Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development Marketing Analysis Benefits Analytics Health Management Services and outside vendors to meet the service needs of the client.

  • Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.

  • Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.

  • Supports team in the preparation of carrier or client deliverables which includes scheduling meetings obtaining carrier open enrollment information and the proofing printing binding and distribution of presentations.

  • Delivers compliance notifications and other materials at the direction of the Client Manager.

  • Strives to understand the details of Healthcare Reform HIPAA COBRA and other legislation which affects the business unit.

  • Gain the understanding of healthcare plan fundamentals and various plan types such as PPO HDHP HMO Income Protection plans and supplemental benefits within the first 12 months.

  • Gain working knowledge of/familiarity with claims processing basics plan eligibility rules COBRA and Open Enrollment.

What Youll Need:

  • A college degree is an advantage but not a requirement

  • At least 1 to 3 years of industry knowledge is preferred to include experience in medical benefits and ancillary lines of coverage

  • Position requires the ability to multi-task simultaneously across employer groups.

  • Ability to professionally communicate in both written and verbal forms. Use of proper grammar in all communications.

  • Professional appearance and demeanor is required.

  • Ability to be comfortable communicating with HR teams as well as employees of all job levels.

  • Obtain Health and Life license within 12 months of start date

Who You Are:

  • Energetic with a desire to learn new skills

  • Strong organizational skills with ability to transition quickly from one job to another

  • Ability to problem solve think logically and work independently

  • Ability to demonstrate a positive attitude and lead by example consistently

  • Works well under pressure and meets established deadlines

  • Good verbal and written communication skills

  • Capable interpersonal skills with a collaborative approach

  • Ability to manage time-sensitive projects


Required Experience:

Unclear Seniority

Job DescriptionJob Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account interfaces with clients and carriers maintains records and performs other general administrative duties.A Day in Th...
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Key Skills

  • Sales Experience
  • Microsoft Office
  • Customer Service
  • Communication skills
  • Microsoft Outlook
  • Microsoft Word
  • Business Management
  • Benefits Administration
  • Microsoft Excel
  • Insurance Sales
  • Customer relationship management
  • Human Resources