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Client Services Specialist

Diversified Benefit Services
locationHartland, WI 53029, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionServe as a key problem-solving resource for our clients.

If you enjoy helping others, staying organized, and serving as a reliable primary point of contact with a calm, solution-oriented approach – this role may be a great fit.

What you’ll do

  • Play a lead role in new client onboarding
  • Serve as primary point of contact for clients, insurance brokers and internal departments throughout the new client implementation process
  • Provide internal sales support
  • Provide quotes and complete information about DBS products/services to insurance brokers and potential clients
  • Coordinate Sales team webinars, including setup, facilitation, and ensuring smooth execution via Microsoft Teams
  • Liaise between clients, sales executives, insurance brokers and appropriate internal personnel/departments to resolve client servicing issues
  • Partner closely with brokers, sales and internal teams to keep things moving effectively
  • Maintain thorough understanding of insurance marketplace and employer pre-tax benefit plans

What we’re looking for

  • Minimum of two years of experience in employee benefits or health insurance industry
  • Experience working directly with external clients and/or insurance agents
  • Highly professional verbal and written communication skills
  • Proficient in the use of computers and software programs
  • Strong problem-solving skills with the ability to understand complex issues and offer potential solutions
  • Ability to work with internal staff and external clients of varying personalities and skill levels

Why you’ll love working here

  • A supportive, people-first culture that emphasizes collaboration, respect and teamwork
  • A stable and growing organization offering opportunities for professional development and long-term career growth
  • Purpose-driven work that makes a meaningful impact by supporting clients with benefits that matter
  • Opportunities to give back through community involvement and volunteer initiatives
  • Supportive leadership and a team that has your back

👉 Apply now, it’s quick and mobile-friendly https://diversifiedbenefitservices.applytojob.com/apply

If this role sounds like a fit, we'd love to hear from you. Apply now.

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