Client Services Associate, Benefits

Description

The Client Services Associate, Employee Benefits supports the Employee Benefits Division by assisting with group enrollment, renewal processes, and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness. While working as a team member in the Employee Benefits Division, the Client Services Associate works closely and collaboratively with all other team members to ensure service deliverables meet and exceed client expectations.

The essential functions include, but are not limited to the following:

• Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation. 
• Assists with communications, follow-up and distribution of applications to carriers.
• Collects missing information from groups and sends approval letters to clients.
• Completes and/or coordinates quotes and proposals for all new and renewal business.
• Updates census, policy information and commissions for all accounts and policies.
• Assists with renewals and new business applications.
• Attaches applications to appropriate client files in internal tracking systems.
• Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials.
• Follows-up on service issues and acts as phone back-up for call overflow.
• Support team employees in day-to-day operations as needed.
• Make a positive contribution to the overall success of the UIG Employee Benefits team.
• Attend and complete any trainings sessions or assignments as required. 
• Adhere to client service standards of the department and agency. 
• Meet or exceed expectations of job responsibilities. 
• Perform other tasks as needed/assigned. 

Requirements

• Proficient with Microsoft Office products, required
• High school diploma or equivalent required. 
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites, preferred
• Life and Health license required within 90 days of hire. 
• Proven track record in customer service; preferred
• Familiarity with database applications, a plus
• Ability to thrive in a fast-paced environment
• Strong attention to detail
• Self-motivated, flexible, and disciplined
• Ability to work independently as well as in team environment
• Excellent verbal and written communication skills
• Strong organizational skills
• Positive, friendly, and professional attitude
• Minimum tenure of 1-3 years required for advancement with other applicable criteria.

PHYSICAL DEMANDS AND WORK ENVIRONMENT 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.