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Client Services Specialist

$20.99 per hour
Full-time

None

We are hiring a Client Services Specialist! Key responsibilities include resolving client and carrier issues, supporting advisors, maintaining the Book of Business, and managing reporting. The right candidate will have a High School diploma, customer service experience (insurance sales preferred), solid computer skills, and excellant communication abilities. An Accident and Health license is preferred. Apply today and upload your professional resume to learn more.

salary: $20.99 - $21 per hour
shift: First
work hours: 8 AM - 4:30 PM
education: High School

Responsibilities

  • Develop a solid understanding of the carrier’s guidelines and benefit offerings to be able to investigate and resolve questions.
  • Understand and learn the functions of how to use the necessary computer programs including but not limited to Salesforce, Microsoft Suite, carrier websites, etc.
  • Working with the client advisors and/or carriers to assist the group with resolving issues by determining the cause of the problem, selecting and explaining the best solution to solve the problem, and following up to ensure the resolution.
  • Maintain the Book of Business (BoB), spreadsheets & other reporting as needed. Including managing, compiling and delivering monthly performance metrics, monthly renewals, new sales, and leads received/tracking.
  • Assist with compiling monthly renewal packets. Pulling renewal documents from carrier websites, reviewing and outlining key changes, draft email for client advisor for final review and submission to group.
  • Assign new leads to client advisors and send initial email response.
  • Providing support to the client advisors during the sales process.
  • Maintaining a team approach by working well, being punctual and being respectful to co-workers and management.
  • Answer calls and emails from current clients and prospects with questions and follow-up as needed.
  • Maintain and organize client and carrier electronic files.
  • Work overtime if needed.
  • Perform other duties as assigned.

The essential functions of this role include:
  • working in a smoke free environment
Skills
  • Client Service
  • Confidentiality
  • Basic Software Skills
  • Written Communication
  • Data Entry
  • Verbal Communication
  • Knowledge of Health Insurance
  • Sales
  • Organizational Skills
  • Analytical Thinking
  • Problem Solving
Qualifications
  • Years of experience: 2 years
  • Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.







Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on click.appcast.io.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Vacancy posted 3 days ago
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