Employee Benefits Client Specialist

Highstreet Insurance & Financial Services, Great Plains

Job Location:

Grand Island, NY - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Highstreet Insurance & Financial Services isHIRING!!

Were a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Specialist in our Benefits department to join our fast-growing Services Specialistsplay a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

Who we are:

We believe thatsuccessful peoplemake successful businesses which is why we make everyeffortto provide our employees with anenvironmentin which they canexcel. We have a greatwork-life balance and we pride ourselves on beingcommunity focusedandfamily friendly.

Werecognize the importanceof our employees health and wellness. We arecommittedto providing a high quality competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefitsmost valuableto both theemployeeand their family.

What youll do:

Youll build relationships in and out of the organization by providing general agency support and support groups as a client specialist. Youll provide support for agents with enrollments renewals surveys and helping them best assist their clients. Youll be the first point of contact for groups assigned to you handling their day-today questions advocating on their behalf and other support services.

Responsible for assisting the Group Health & Benefit Producer(s) with client service needs; making and recording changes to existing accounts; maintaining an accurate filing system; monitoring the status of all submitted groups and individuals in the underwriting process;; performing essential functions to the quality and service standards developed by the agency.

Maintain client files in an orderly up-to-date manner according to agency established procedures.
Maintain database of client information including Insured contact address phone and renewal date if applicable.
Maintain database of prospects and monitor the status.
Maintain working knowledge and skill on all computer programs used in the department.
Assist Producers with completion of applications and enrollment forms. Check for completeness and accuracy.
Assist Producers with the customer service of each line of insurance. Receive telephone calls and office visits from clients and companies and comply with the request and/or refer to the producer.
Maintain follow-up and suspense file on outstanding orders correspondence requests claims and follow up on overdue and suspense items.
Receive and review cancellations to determine necessary action. Notify producers.
Perform all actions relating to the public customers and companies in a manner that will avoid issues involving potential errors and omissions.
Participate in seminars and other training to maintain required licenses and for knowledge and skill development as directed by the Department Manager.

What youll need to succeed:

You have excellent written and verbal communication skills organizational skills high attention to detail enjoy striving towards goals flexible to adjust to the needs of the day/client and are team oriented.

Required Education

High school diploma or equivalent.

Preferred Experience

Minimum two years experience in a professional office environment in a customer service capacity or equivalent insurance experience. Prior experience with insurance and/or employee benefits is preferred.

Life & Health Producer license required (or able to obtain within 180 days of employment).

Benefits:

100% employer paid Employee only health insurance
Employer Paid Life & AD&D
Employer Paid Short- & Long-term disability
PTO
Paid Holidays
401k with employer match
Voluntary Vision Dental and many other benefits!

Required Experience:

Highstreet Insurance & Financial Services isHIRING!!Were a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Specialist in our Benefits department to join our fast-growing Services Specialistsplay a vital role in ensuring our clients receive the s...

Maintain client files in an orderly up-to-date manner according to agency established procedures.
Maintain database of client information including Insured contact address phone and renewal date if applicable.
Maintain database of prospects and monitor the status.
Maintain working knowledge and skill on all computer programs used in the department.
Assist Producers with completion of applications and enrollment forms. Check for completeness and accuracy.
Assist Producers with the customer service of each line of insurance. Receive telephone calls and office visits from clients and companies and comply with the request and/or refer to the producer.
Maintain follow-up and suspense file on outstanding orders correspondence requests claims and follow up on overdue and suspense items.
Receive and review cancellations to determine necessary action. Notify producers.
Perform all actions relating to the public customers and companies in a manner that will avoid issues involving potential errors and omissions.
Participate in seminars and other training to maintain required licenses and for knowledge and skill development as directed by the Department Manager.