Client Services Specialist
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Job Location:
Hartland, WI - USA
Yearly Salary:
USD 49000 - 53000
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
If you enjoy helping others staying organized and serving as a reliable primary point of contact with a calm solution-oriented approach this role may be a great fit.
What youll do
- Play a lead role in new client onboarding
- Serve as primary point of contact for clients insurance brokers and internal departments throughout the new client implementation process
- Provide internal sales support
- Provide quotes and complete information about DBS products/services to insurance brokers and potential clients
- Coordinate Sales team webinars including setup facilitation and ensuring smooth execution via Microsoft Teams
- Liaise between clients sales executives insurance brokers and appropriate internal personnel/departments to resolve client servicing issues
- Partner closely with brokers sales and internal teams to keep things moving effectively
- Maintain thorough understanding of insurance marketplace and employer pre-tax benefit plans
- Minimum of two years of experience in employee benefits or health insurance industry
- Experience working directly with external clients and/or insurance agents
- Highly professional verbal and written communication skills
- Proficient in the use of computers and software programs
- Strong problem-solving skills with the ability to understand complex issues and offer potential solutions
- Ability to work with internal staff and external clients of varying personalities and skill levels
- A supportive people-first culture that emphasizes collaboration respect and teamwork
- A stable and growing organization offering opportunities for professional development and long-term career growth
- Purpose-driven work that makes a meaningful impact by supporting clients with benefits that matter
- Opportunities to give back through community involvement and volunteer initiatives
- Supportive leadership and a team that has your back
Diversified Benefit Services Terms and Conditions:
1. Diversified Benefits Services uses SMS in efforts to contact candidates in a timely manner in order to request more information or keep candidate informed regarding the status of their application.
2. You can cancel the SMS service at any time. Just text STOP to the short code. After you send the SMS message STOP to us we will send you an SMS message to confirm that you have been unsubscribed. After this you will no longer receive SMS messages from us. If you want to join again just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance or you can get help directly at
4. Carriers are not liable for delayed or undelivered messages.
5. As always message and data rates may apply for any messages sent to you from us and to us from you. You will receive occasionally. If you have any questions about your text plan or data plan it is best to contact your wireless provider.
6. If you have any questions regarding privacy please read our privacy policy below.
Privacy Policy: We collect your mobile number and related opt-in data for the delivery of SMS messages. Your mobile opt-in data and consent will not be shared with third parties or affiliates for marketing or promotional purposes.
Required Experience:
Senior IC
