Client Service Specialist - Chicago, IL

Summary: The Client Service Specialist role is an ideal position for a customer relationship-oriented individual in the employee benefits industry.  This position will primarily focus on high level Customer Service for both new business, existing customers, as well as internal staff. The position will also have a primary emphasis on support for our technology applications that have been developed to enhance our sales and service efforts.  By providing service to brokers, partners and clients, this individual will strengthen the staff’s ability to deliver on our customer service promise and meet our new business goals.  The ideal candidate will be eager to learn, highly motivated and possess a positive and helpful attitude. You should also be well-organized, detail oriented and have the ability to use, understand and demonstrate technology driven applications
 
Key responsibilities include:
 
  • Serves as the direct service support contact service for brokers, partners and clients by resolving service requests related to existing business in a high-volume environment 
  • Responds to inquiries related to existing business, new business processes, technology applications, product information, proposals and renewals.  
  • Supports pre-sales administrative functions including onboarding, initial case review. implementation and enrollment.  
  • Provides demos and training by phone of our technology solutions for brokers and customers as necessary to support our business goals. Acts as an ‘expert’ user of our systems.  
  • Makes proactive calls to brokers in support of business initiatives.
  • Stays up-to-date with our technology solutions as well as new and existing products.
  • Supports multiple internal functions as needed to support business needs
  • Builds and maintains mutually beneficial relationships with internal department staff, brokers and carrier partners.
  • Assist in the ongoing data entry within CRM system.
 
Requirements include:
 
  • Energetic, responsive team player with a strong desire to learn
  • Strong proficiency with Microsoft applications, especially Excel and PowerPoint
  • 3 years’ experience in a high-volume Customer Service or Sales Support environment. 
  • 1-2 years experience in health insurance or related industry supporting various plans and explaining database applications to users.
  • Expertise in multi-tasking, organizing, and prioritizing 
  • Excellent communication skills, both written and verbal, must be comfortable presenting to various audiences.
  • Strong attention to detail
  • Demonstrates a high level of integrity and professionalism
  • Able to perform well in a team environment and have exceptional people skills
 
 
EOE
 
 

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