Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Area Client Service Representative in our Richardson, TX office. The primary functions of a Client Service Representative are to coordinate workflow with Account Executive for clients and to establish depth in the client relationship. A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, focused on successfully outcomes, promotes teamwork, promotes and shares best practices, willingness to help others. Must have experience and/or exceed expectations for promotion for a period of time for proven success record. This position will be worked from the Richardson, TX area. Duties and Responsibilities: The essential functions include but are not limited to the following:
- Coordinate management of client accounts with Account Executive.
- Prepare group meeting and enrollment materials for clients.
- Conduct regular group meetings and employee enrollments on-site and assist with new hire enrollments throughout the year. Frequent travel required.
- Provide training to clients on technology enhancements, online enrollment system and benefit plans.
- Effect changes in coverage as needed by client in THEbenefitsHUB.
- Troubleshoot and resolve issues (claims, eligibility, etc) with third party vendors on behalf of client and their employees.
- Maintain quick, clear, and professional communication with clients, carriers and team members via email/Internet/voice.
- Assist with Life Insurance updates in THEbenefitsHUB including approving, denying, and closing coverage and notifying clients timely of payroll changes.
- Assist resolution of billing discrepancies in coordination with Billing Coordinator and Account Executive. Must have basic understanding of billing and payroll processes. Must understand payroll files at a basic level.
- Conduct periodic COBRA audit and resolution of COBRA discrepancies including COBRA implementation for new clients. Communicates COBRA rate renewals annually to COBRA administrator.
- Assist with regular audits of client data in THEbenefitsHUB (IMNS, post enrollment audits, eligibility audits, etc.).
- Must have an excellent understanding of the benefit offerings and carriers affiliated with Financial Benefit Services.
- Basic understanding of implementation processes of a new group and reenrollment preparation for current clients including assisting with Plan Sheet audits, and participation of BORs, Broker Signoffs, Renewal Meetings, etc.
- Good understanding of continuation of coverage processes.
- Basic understanding of FMLA and LOA processes and guidelines.
- Must maintain client sites, FTP sites and client SharePoint folders.
- Perform other duties as needed or required.
Qualifications Needed:
- High School Diploma.
- Group 1 Insurance License.
- Frequent travel required.
- At least 1-2 years' experience in customer service.
- Good written and verbal communication skills.
- Professional conduct and appearance which enhances company image.
- Must have exceptional computer and customer service skills. Proficient in Microsoft Word, Outlook, Excel, Publisher and PowerPoint.
- Excellent planning, organizational and time management skills. Individual should prioritize and plan work activities efficiently.
- Ability to effectively meet and communicate with the public.
- Must have proven work ethic, customer service attitude, and ability to work in a team environment.
- Team player.
- Complete tasks accurately and timely.
- Work requires continual attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
- Adherence to all company policies and rules.
- Commitment to safety in all work practices.
- Work requires an excellent command of the English language.
- Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy as well as continually adheres to HIPAA and security standards.
- Regular and predictable attendance is an essential function of this job.
- Must have knowledge of secretarial and office administrative procedures, and knowledge of use and operation of standard office equipment at a level generally acquired through 2+ years related experience.