Client Representative, Newfront

• You have strong organizational and interpersonal skills
• Minimum 1-2 years of work experience working in a customer service or a Human Resources oriented role
• Solid communication skills: written, public speaking and presentation preparation
• Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally
• Proficient knowledge and use of Microsoft Office and intermediate complexities of features
• Ability to learn and adopt use of technology systems and software applications
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Must also work independently, with minimal direction
• Adaptability and flexibility to respond to client and team needs
• Ability to ask questions, take initiative and use resources and tools
• Solid time management skills and ability to manage competing priorities and high volumes
• Good organizational skills and attention to detail; ability to screen details and identify potential discrepancies
• Ability to review internal/carrier deliverables to ensure accuracy
• Basic project management skills and systems knowledge
• Ability to forge relationships and build trust with clients, carriers and colleagues
• Strong sense of curiosity and willingness to learn industry knowledge and trends
• CA Department of Insurance Life License (required or completed within 3-6 months of start date)

Desirable

• The Client Representative is responsible for providing professional administrative support for the account management team to deliver great work to the client consistently and efficiently
• The ability to support all of the day-to-day account activities, and partner with the account management team to ensure that all client initiatives are executed precisely and flawlessly
• This position is an hourly, non-exempt, full-time role and will be reporting to the Client Service Support Lead
• Manage enrollment processing, research and resolve eligibility and enrollment issues
• Review plan documents and benefit attributes for accuracy and manage them within the internal system
• Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets
• Update client benchmarking reports
• Request and/or run census reports by pulling manually or requesting from the Technology Team
• Build and maintain the client benefit portals
• Process fee billing for non-commissioned based clients and carrier transition/wellness fund accounting
• Responsible for staying abreast of latest compliance trends and ensuring client notices are sent in a timely manner
• Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews
• Prepare client communications (Open enrollment materials, new hire guides, wallet cards, compliance documents, etc.) using available tools and templates
• Coordinate health fairs and carrier attendance at open enrollment and health fair meetings
• General administration and data entry as directed by Client Support Lead
• Other tasks, duties or special projects as assigned
• Pacific Time Zone work hours required