Client Service Specialist

Harrison Gray Search has partnered with a premier insurance and financial services firm to find a dedicated Client Service Specialist . This is a client-focused agency that prides itself on providing a superior customer experience and maintaining the highest standards of integrity. Role Overview As a Client Service Specialist, you will provide exceptional support to the account management team by handling daily client requests related to claims, billing, and eligibility. This role is essential for maintaining smooth agency operations and ensuring clients receive timely, high-quality service. Key Responsibilities Customer Advocacy: Communicate and follow up with clients and insurance carriers to resolve inquiries quickly. Claims Management: Manage the full claims process, including reporting, documentation, and tracking status with carriers. Account Support: Assist account managers with client activities, including enrollment and eligibility requests. Billing & Data Entry: Resolve billing errors and maintain accurate client policy information within the Epic management system. Records Management: Organize and update client files to ensure all documentation is current. Requirements Licensing: Must hold an active Life & Health Insurance license . Experience: At least 2 years of customer service experience in an office setting. Specialized Knowledge: Prior experience with claims resolution and eligibility is required. Technical Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint) and experience with agency management systems (Epic preferred). Soft Skills: Strong communication skills and the ability to prioritize tasks in a fast-paced environment. Languages: Proficiency in additional languages is a plus. Why Join the Team? You will work in a supportive, collaborative environment that values innovation and excellence. This position offers opportunities for professional growth and the flexibility of a hybrid work environment . #J-18808-Ljbffr