Client Service Specialist

Job Description

Job Description

The Client Service Specialist plays a vital role in delivering a responsive and empathetic experience for clients following policy enrollment. This hybrid, primarily remote position focuses on managing customer service touchpoints, post-sale execution, data reconciliation, and maintaining accurate client records within CRM systems. Emphasizing accuracy, timeliness, and compassion, the role supports the client lifecycle and agency operations across ACA, Medicare, and other insurance products.

Responsibilities

• Manage client service inquiries with professionalism, care, and timely resolution
• Assist clients with claims, policy changes, and annual ACA re-enrollments
• Conduct proactive client outreach during enrollment periods and grace periods
• Update and audit client records in CRM for accuracy and completeness
• Maintain sales tracking spreadsheets and commission reconciliation within 90 days
• Report daily metrics and critical success measures to agency dashboards
• Collaborate with team members and support internal communications
• Serve as backup to Client Support Specialists as needed

Preferred Qualifications

• Experience with Customer Relationship Management (CRM) systems
• Strong data entry, reconciliation, and reporting skills
• Current and active insurance license
• Excellent client support, communication, and problem-solving abilities
• Effective time management and attention to detail
• Empathetic approach to client interactions
• Proficiency with Google Workspace and analytics tools

HealthMarkets is experiencing explosive growth in Northern Indiana and Western Michigan and we are seeking qualified candidates to join our team. We help guide consumers through the decision tree of purchasing private Health Insurance, Life Insurance, Disability Insurance, Small Group Insurance, Long-Term Care Insurance, and Medicare Benefits. With ongoing confusion around the Affordable Care Act and over 10,000 people turning 65 and entering into Medicare every day, there are many consumers seeking the informed guidance and counsel that we provide.

Company Description

HealthMarkets is experiencing explosive growth in Northern Indiana and Western Michigan and we are seeking qualified candidates to join our team. We help guide consumers through the decision tree of purchasing private Health Insurance, Life Insurance, Disability Insurance, Small Group Insurance, Long-Term Care Insurance, and Medicare Benefits. With ongoing confusion around the Affordable Care Act and over 10,000 people turning 65 and entering into Medicare every day, there are many consumers seeking the informed guidance and counsel that we provide.