Client/Member Service Representative

Job Description

Job Description

General Description

 

TAC Benefits Group’s Client/Member Service Representative is the primary customer facing advocate for our customers and would assist clients year-round with plan administration, renewal strategies, enrollment/education, and general service.

Job Duties

• Service & support client accounts for day-to-day issues
• Collect data for RFPs, quoting, and renewals
• Maintain current product knowledge for all key carriers
• Analyze, investigate, and resolve client concerns pertaining to claims and billing
• Address member concerns, and maintain exemplary customer service
• Build and maintain direct relationships with clients and industry partners
• Assist with COBRA administration and Spending Account administration
• Conduct group enrollment meetings/webinars for new clients and new hires
• Update and maintain a CRM system and run reporting when necessary.
• Work closely with sales representatives
• Assist with preparing analyses, that may occasionally be customized
• Rate and Contribution analysis
• Financial funding analysis, e.g., fully insured versus self-funded.
• Miscellaneous duties as assigned

Job Qualifications

• 3+ years of experience in employee benefits and/or consulting, brokerage, or carrier environment
• Proven ability to diagnose and resolve issues, of all kinds
• Clear organizational skills
• Strong interpersonal and team skills.
• Proficiency in Excel, PowerPoint, and MS Word.
• Experience with employee benefit products including medical, prescription, vision, dental, life, and disability plans FSA, HSA, Cobra, etc.
• Knowledge of medical plans with Blue Cross, Aetna, and other major carriers.
• Knowledge of the employee benefits regulations such as ACA, ERISA, HIPAA, etc.
• Some understanding of self-insured medical and stop-loss plans is helpful.
• Ability to successfully manage multiple projects and deliver quality.
• Flexibility to change projects quickly when needed
• Polished oral and written communication skills.
• Strong analytical and creative skills - The ability to see the "big picture," leveraging the resources of related practices to address the clients' business challenges.
• Self-starter attitude and ability to work independently with minimal supervision
• Life & Health Insurance License or ability to obtain one within 6 months of hire

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave

Schedule:

• 8-hour shift

Experience:

• Benefits: 3 years (Preferred)

Work Location: Remote/Hybrid