D

Client Services Specialist

icon building Company : Diversified Benefit Services
icon briefcase Job Type : Full Time
icon geo-alt Hartland, Wi

Job Description - 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
  1. Serve as primary point of contact for clients, insurance brokers and internal departments throughout the new client implementation process.
  2. Assume lead coordinator role for the onboarding of new clients, review/audit of plan design details and gather required information and forms.
  3. Enter client data and plan details in Access database and administration software.
  4. Coordinate enrollments and the creation of legal plan documents including Service Agreements, BAA/HIPAA and SPDs.
  5. Identify and communicate opportunities for improvement in our onboarding/implementation process.
2.  Provide internal sales support
  1. Provide quotes and complete information about DBS products/services to insurance brokers and potential clients.
  2. Communicate with sales team regarding plan options and work through unique plan design requests.
  3. Build and nurture strong relationships with insurance brokers/agencies.
  4. Coordinate Sales team webinars, including setup, facilitation, and ensuring smooth execution via Microsoft Teams.
3.  Client Services
  1. Build and nurture strong relationships with clients.
  2. Utilize professional written and verbal business communications with clients and brokers.
  3. Liaise between clients, sales executives, insurance brokers and appropriate internal personnel/departments to resolve client servicing issues.
  4. Work with clients and agents to obtain plan changes and facilitate internal process to implement changes.
4.  Technical/Business/Administrative Skills
  1. Maintain current understanding of insurance marketplace and employer pre-tax benefit plans.
  2. Maintain thorough understanding of Microsoft Office products including Access and DBS administration software capabilities.
  3. Perform other administrative duties as required within the position.
Required Work Skills
  1. Minimum of two years of experience in employee benefits or health insurance industries.
  2. Experience working directly with external clients and/or insurance agents.
  3. Highly professional verbal and written communication skills.
  4. Proficient in the use of computers and software programs.
  5. Strong problem-solving skills and the ability to understand complex issues.
  6. Ability to identify issues and offer potential solutions.
  7. Ability to work with internal staff and external clients of varying personalities and skill levels.
Original job Client Services Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Share Job
Share Job
thunder icon

Get your Resume Reviewed for Free

Similar Client Services Specialist Jobs in the US

thunder icon

Get your Resume Reviewed for Free

GrabJobs us
facebook icon instagram icon linkedin icon

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

GrabJobs iOS App logo GrabJobs Android App logo GrabJobs Huawei App logo

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.

Privacy Policy Terms of Use