Client Service Representative

Posting Description

Who We Are

NFP, an Aon Company is a globally recognized leader in finance and insurance, providing top-tier solutions to clients worldwide. We foster a positive and welcoming environment where every team member can succeed. Our dedication to excellence has earned awards such as the Best Places to Work from Business Insurance and the 5-Star Equity and Inclusion award from Insurance Business magazine. We focus on helping clients tackle complex challenges with precise delivery and a people-centered approach.

Responsibilities & Duties

External:

• Proficiency with carrier’s various web-based systems to ensure seamless operations.

• Broad understanding of the organization and its specific departments to facilitate collaboration.

• Detailed knowledge of Customer Service procedures to deliver exceptional service.

• Provide timely feedback to the client and/or the client’s employees regarding service issues or customer concerns/questions.

• Collaborate with Account Managers to meet and surpass customer service expectations through seamless delivery.

• Receive and enter group enrollment changes, adds, or terminations with precision.

• Initiate file maintenance for corrections to client files and/or client employee data.

• Manage upset customers professionally, making sure their issues are resolved.

• Additional responsibilities may be assigned to fulfill business requirements.

Internal:

• Provide comprehensive administrative support to ensure smooth internal operations.

• Keep internal databases updated with careful attention to detail.

• General clerical assistance to support various office functions.

• Perform executive secretarial services under limited direction.

• Responsible for reception and telephone duties, including signing for front office packages.

• Additional responsibilities may be assigned to address business requirements.

Competency Profile

To carry out the job effectively, an individual should exhibit the following skills to fulfill the essential functions of this role:

• Analytical—the individual synthesizes varied information to make informed decisions.

• Problem solving—the individual recognizes and addresses problems promptly and collects and evaluates information effectively.

• Oral communication—the individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills, and conducts productive meetings.

• Quality management—the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.

• Judgment—the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions.

• Planning/organizing—the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.

• Excellent telephone and face-to-face customer skills.

• Ability to convey information clearly and effectively, both verbally and in writing.

• Excellent organizational skills.

• Strong focus on accuracy.

• Ability to work within Microsoft Office (including Outlook) and related programs.

• Research skills.

• Time Management: the ability to organize and manage multiple priorities.

Minimum Requirements

• High School Diploma or GED required.

• Two to three years of experience in a customer service environment required (benefits/insurance experience preferred).

• Strong customer orientation.

• High performance teams and a strong great teammate.

• Commitment to things we value.

• Proficiency with Microsoft Office and Outlook.

• Must have knowledge of secretarial and office administrative procedures. Must also know how to operate standard office equipment. This knowledge is generally gained through 1+ years of related experience.

• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact, and diplomacy.

About Salus Group

Salus Group acts as a benefits consulting, brokerage, and administration company focused on employee benefits. We offer expert advice, industry knowledge, and advanced technology to lower the cost and complexity of group healthcare. We also reduce the time spent on daily administration. Salus Group is a wholly owned subsidiary of NFP, Corp.

What We Offer

Aon Services Corporation is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. The salary range for this position is $50,000 to $60,000 a year. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because ultimately, we exist to be there for others. Join us and be part of an exceptionally ambitious team!

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Who We Are

NFP, an Aon Company is a globally recognized leader in finance and insurance, providing top-tier solutions to clients worldwide. We foster a positive and welcoming environment where every team member can succeed. Our dedication to excellence has earned awards such as the Best Places to Work from Business Insurance and the 5-Star Equity and Inclusion award from Insurance Business magazine. We focus on helping clients tackle complex challenges with precise delivery and a people-centered approach.

Responsibilities & Duties

External:

• Proficiency with carrier’s various web-based systems to ensure seamless operations.

• Broad understanding of the organization and its specific departments to facilitate collaboration.

• Detailed knowledge of Customer Service procedures to deliver exceptional service.

• Provide timely feedback to the client and/or the client’s employees regarding service issues or customer concerns/questions.

• Collaborate with Account Managers to meet and surpass customer service expectations through seamless delivery.

• Receive and enter group enrollment changes, adds, or terminations with precision.

• Initiate file maintenance for corrections to client files and/or client employee data.

• Manage upset customers professionally, making sure their issues are resolved.

• Additional responsibilities may be assigned to fulfill business requirements.

Internal:

• Provide comprehensive administrative support to ensure smooth internal operations.

• Keep internal databases updated with careful attention to detail.

• General clerical assistance to support various office functions.

• Perform executive secretarial services under limited direction.

• Responsible for reception and telephone duties, including signing for front office packages.

• Additional responsibilities may be assigned to address business requirements.

Competency Profile

To carry out the job effectively, an individual should exhibit the following skills to fulfill the essential functions of this role:

• Analytical—the individual synthesizes varied information to make informed decisions.

• Problem solving—the individual recognizes and addresses problems promptly and collects and evaluates information effectively.

• Oral communication—the individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills, and conducts productive meetings.

• Quality management—the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.

• Judgment—the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions.

• Planning/organizing—the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.

• Excellent telephone and face-to-face customer skills.

• Ability to convey information clearly and effectively, both verbally and in writing.

• Excellent organizational skills.

• Strong focus on accuracy.

• Ability to work within Microsoft Office (including Outlook) and related programs.

• Research skills.

• Time Management: the ability to organize and manage multiple priorities.

Minimum Requirements

• High School Diploma or GED required.

• Two to three years of experience in a customer service environment required (benefits/insurance experience preferred).

• Strong customer orientation.

• High performance teams and a strong great teammate.

• Commitment to things we value.

• Proficiency with Microsoft Office and Outlook.

• Must have knowledge of secretarial and office administrative procedures. Must also know how to operate standard office equipment. This knowledge is generally gained through 1+ years of related experience.

• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact, and diplomacy.

About Salus Group

Salus Group acts as a benefits consulting, brokerage, and administration company focused on employee benefits. We offer expert advice, industry knowledge, and advanced technology to lower the cost and complexity of group healthcare. We also reduce the time spent on daily administration. Salus Group is a wholly owned subsidiary of NFP, Corp.

What We Offer

Aon Services Corporation is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. The salary range for this position is $50,000 to $60,000 a year. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because ultimately, we exist to be there for others. Join us and be part of an exceptionally ambitious team!