Client Service Assistant - Employee Benefits

Client Service Assistant

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

A DAY IN THE LIFE:

• Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions
• Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
• Cultivation of carrier and client relationships

• Marketing efforts and plan implementation for new business and renewals
• Preparation and presentation of analysis for renewal and marketing results
• Preparation of enrollment materials and presentations
• Set up and maintenance of benefit administration systems

• Maintenance of client information in Agency Management System
• Eligibility services including employee additions and terminations for select employer groups
• Monthly, quarterly and annual reporting
  
  Auditing invoices and eligibility
• Other tasks as assigned

• Attention to detail
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn
• Proactive problem solving

• Flexible PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.