Client Consultant

• Analyze, communicate, and consult on various billing and service-related issues.
• Educate customers, brokers and field partners on products and processes.
• Work with brokers to resolve field issues related to clients.
• Lead collaboration with business partners on administration and benefits processes.
• Troubleshoot client file feeds or digital solutions.
• Proficient in completing comprehensive audits including enrollment activity and premium remittance.
• Manage competing accountabilities and prioritize client requests.
• Own the prompt resolution of escalated client issues.

• College degree preferred, or equivalent experience required.
• 3-5 years of experience in Customer Services, Employee Benefits or HR administration preferred.
• Strong service with a track record of driving customer resolution.
• Ability to utilize and leverage technology and systems.
• Ability to research and analyze problems and develop and implement creative, customer-focused solutions.
• Introductory knowledge of the insurance business and company's workflow processes preferred.
• Effective relationship building and consultative skills.
• Strong written & verbal communication, negotiation, and persuasion skills.
• Excellent collaboration skills.
• Solid organizational, planning, and time management skills.

Demonstrates expertise in customer service and employee benefits administration, with a strong focus on problem-solving, relationship building, and effective communication. Proficient in managing client issues and utilizing technology to enhance service delivery.

• Customer Service Experience
• Employee Benefits Administration
• Problem Analysis and Resolution
• Strong Communication Skills
• Relationship Building

• Comprehensive Audits
• Enrollment Activity Management
• Premium Remittance
• Digital Solutions Troubleshooting
• Client File Feeds Management

• Negotiation Skills
• Persuasion Skills
• Collaboration Skills
• Organizational Skills
• Time Management Skills

• Insurance Business
• HR Administration
• Customer Resolution
• Consultative Skills

• Technology Utilization
• Workflow Processes