Client Services Specialist

General Description Client Services Specialists are a primary point of contact for clients, internal staff and insurance brokers and play a key role in the onboarding of new clients, resolving service issues, maintaining high levels of client satisfaction and providing ongoing sales and client support.

Essential Job Duties and Responsibilities 1.  Play 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.

Assume lead coordinator role for the onboarding of new clients, review/audit of plan design details and gather required information and forms.

Enter client data and plan details in Access database and administration software.

Coordinate enrollments and the creation of legal plan documents including Service Agreements, BAA/HIPAA and SPDs.

Identify and communicate opportunities for improvement in our onboarding...