Client Services Support – Employee Benefits

• Client Support
• Serve as primary support contact for the collection, quoting, and presentation process for prospective and existing clients.
• Assist with new client onboarding, implementation, and ongoing benefit administration coordination.
• Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation.
• Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction.
• Technology Support
• Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates.
• Maintain and update benefit administration systems (e. g., Employee Navigator) and internal operational platforms.
• Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level‑funded, and ancillary).
• Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery.
• Enrollment and Renewal Support
• Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements.
• Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development.
• Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners.
• Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications.

Requirements

• 2–5 years of experience in employee benefits, insurance operations, client support, or a related field.
• Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred.
• Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows.
• Experience with CRM systems and benefit administration platforms (e. g., Employee Navigator) or similar tools.
• Proficient in Microsoft Office (especially Excel) and comfortable learning new systems and technologies.
• Ability to prioritize deadlines and manage competing priorities, particularly during renewal and enrollment cycles.
• Strong organizational and follow-through skills with a proactive, problem-solving mindset.
• Excellent communication and interpersonal skills with a focus on delivering high-quality client experience.
• Collaborative team player who can coordinate effectively with internal teams, carriers, and external partners.
• Desire to learn, grow, and develop within the employee benefits and client service career path.

Demonstrates expertise in client support and benefit administration, with a strong focus on managing documentation, data accuracy, and effective communication.

Proficient in utilizing CRM systems and benefit administration platforms to enhance client experience and streamline processes.

• Tools & Technologies
• Employee Navigator
• CRM Systems
• Quoting Platforms
• Operational Platforms
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