Group Client Specialist I

Group Client Specialist I - Applications accepted through 9/28/25

United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products.  We achieve this by being a caring and trusted partner who delivers outstanding customer service. 

The Group department sells and manages group life, disability, vision, critical illness, and accident plans for employers. This position is part of our Client Specialist team, which manages the ongoing enrollment changes for our sold groups and mail handling. Accuracy & the ability to prioritize are extremely important in this role. We are a growing department of United Heritage Life Insurance Company and need someone who likes to be busy and engaged!

Job Summary

Responsible for performing administrative functions in the group insurance department, such as the enrollment and termination of employees. Must have the ability to learn and understand specific company Group Insurance products and processes. Establish good working relationships within department, company, and clients through strong communication skills.

The Group Client Specialist ladder consists of progression levels of I and II. Progression to the next level is based on increase in experience, functions, knowledge, and skills as listed in the Job Description. Progression to the next level
may result in a pay rate increase of 5% up to the maximum of the salary range. 

Primary Responsibilities

Administration

• Perform general customer service for Policyholders, clients, and agents including problem solving, inquiries, and requests.


• Administration of in-force groups, enrollments, and terminations;


• Maintain other administrative changes such as amounts of insurance, salary changes and address changes.


• Work with Groups and Agents to ensure smooth transition of coverage after point of sale.


• Review Evidence of Insurability forms to determine employee eligibility; coordinate with underwriting on approval or denial.


• Compose email correspondence with agents, Policyholders, and clients


• Scan all documents in appropriate group files.


• Process and monitor weekly electronic enrollment file feeds;

Billing

• Conduct audits to ensure billing statement accuracy as compared to enrollments.


• Make necessary billing adjustments and handle correspondence with Policyholder

Additional Responsibilities

• Learn duties of other positions in department and back up as needed.


• Gain a functional understanding of all aspects of the Group Department.


• Other duties as assigned.

Knowledge and Skill Requirements

• High School Diploma or equivalent (GED);


• May require some job-related coursework;


• Comfortable with Adobe, Word and Excel.


• Ability to learn company software;


• Good verbal and written communication skills;


• Strong customer service skills;


• Organized and detail-oriented;


• Ability to work in fast-paced environment;


• Ability to prioritize workload;


• Expressive of United Heritage Core Beliefs: “We Care, Relationships Matter, Do the Right Thing, Own It, Believe it’s Possible” 


• Excellent Attendance required.

Working Conditions

Work is performed in an
office environment.  May sit for long periods of time.  Visual acuity to perform reading and computer functions. 

Workplace Culture and Benefits 

United Heritage Financial Group is an established and growing company. We offer a flexible work environment and pride ourselves on a culture of innovation and inclusion. Our company offers professional development, mentorship and opportunities to give back to the communities we serve. Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company paid disability, paid parental leave, a paid volunteer day, 11.5 paid holidays plus an additional floating holiday, and a generous PTO/vacation plan based on length of service with the company. Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend! United Heritage firmly believes in supporting employees and our community; we actively support local charitable agencies and make sustainability and social responsibility a priority.  

This position is eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience! 

All employees will be subject to a criminal and credit background check as a requirement of employment. 

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