Job Description
Job Description
Are you detail-oriented, client-focused, and passionate about helping employees navigate their benefits? We're looking for a Client Service Specialist to support our clients by managing day-to-day benefits administration, resolving enrollment and billing issues, and delivering a high-touch service experience.
What You'll Do
In this role, you'll serve as a key support partner to both employer groups and their employees by:
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Processing benefits enrollments, changes, and terminations across multiple carrier platforms
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Assisting employees with benefit questions, eligibility verification, ID card requests, and provider network research
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Troubleshooting claims issues including billing discrepancies, denials, appeals, and disability claims (STD/LTD) support
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Supporting clients with group billing concerns, invoice requests, and late payment notice follow-up
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Researching and resolving enrollment discrepancies, carrier/TPA errors, and off-renewal audit findings
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Coordinating renewal and implementation support, including enrollment scrubbing, pulling bills, and pre-filling RFP information
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Maintaining accurate client records in Salesforce (plan details, headcounts, group numbers, waiting periods, and task documentation)
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Completing monthly post-renewal audit reports to confirm accurate plan enrollment and open enrollment updates
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Processing census and FTE requests and filing required carrier documentation
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Entering COBRA qualifying events into vendor portals to initiate required notices
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Requesting Schedule A documents from carriers for Form 5500 preparation
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Assisting with additional client service and account management needs as assigned
What Success Looks Like
You'll thrive in this role if you enjoy solving problems, staying organized in a fast-paced environment, and delivering responsive, accurate service that makes clients feel supported and confident.