Job #: 2215

Title: Client Service Consultant – Tampa, FL


  • Other
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $0-25
    • Anywhere
    • Posted 1 year ago


    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.

    Principal Responsibilities:

    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

    Knowledge/Skills/Competencies Required:

    Customer Interaction

    Problem Solving

    Interpersonal Relationships

    Service Excellence

    Effective Communications

    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.

    Multi-platform knowledge

    Acts as a consultative resource to customer or broker

    Strong financial reporting acumen



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