Job #: 2215
Title: Client Service Consultant – Tampa, FL
MUST HAVE STRONG INSURANCE BACKGROUND. GREAT PEOPLE SKILLS.
Summary of Responsibilities:
Overview: Client Service Consultant is responsible for providing service support to the Service Executive, as well as managing internal issue resolution of broker & employer requests.
Overall accountability for the day-to-day administration of multiple or complex clients including
Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal teams
Collaborates and acts as a liaison with client’s Third Party Administrator to assist with problem resolution and trouble shooting
Responsible for providing exceptional customer service thru ongoing customer delivery and client satisfaction
Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports.
Project leader for the implementation of new clients and addition of product lines to existing clients
Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
Partners with Proposal Unit to research and respond to RFP questionnaires
Understands the detailed components and provisions in legal agreements between and the client and assists in facilitating the execution of contracts to ensure compliance
Leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
Comprehends competitors’ products, industry trends and legal developments impacting business
Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
Performs other duties as required
Management of day to day customer servicing inquiries
Accountable for timely collection of Due & Unpaid premium from customers
Enrollment materials ordering / coordination with Sales Support for existing customers
Amendment / plan change submission
Digital enablement & Online Demos
Rates System update confirmation
Managing Multiple Priorities
BS/BA degree or relevant work experience
5-7 years work experience in customer/broker service.
Proficient in MS Office, particularly Excel and PowerPoint
Ability to learn new systems and maneuver within multiple complex systems at the same time
Able to meet metrics
Extensive experience managing complex client accounts and relationships.
Ability to attend and contribute in stewardship meetings with AE
Proactive and autonomous within market.
Expert in core and voluntary insurance products .
General understanding of U.S. economy and employee benefits industry.
Able to understand impacts and downstream effects
Acts as an SME on processes and products.
Able to train other team members.
Ability to balance client expectations with capabilities.
Acts as a consultative resource to customer or broker
Strong financial reporting acumen