Client Service Specialist

Integrity Marketing Group • Somers, CT

3d

About The Position

The Client Service Specialist is the first point of contact for clients needing assistance with their insurance and its services.

Requirements

• Adaptability and emotional intelligence
• Microsoft office
• Able to balance workload through multi-tasking, prioritizing
• Organization
• Attention to detail
• Verbal and written communication skills
• Web based research and CSR cloud-based system
• Basic Math
• Telephone etiquette
• 1-5 years proven experience within a customer service environment
• Receptionist with multi line telephone and/or call center background
• Data entry
• Some Medicare or Medical insurance knowledge helpful but not required
• Highschool diploma or equivalent

Nice To Haves

• Some Medicare or Medical insurance knowledge helpful but not required

Responsibilities

• Manage client inquiries by phone, email, online, or in person
• Builds a positive client relationship through collaboration and trust
• Provides clients with their coverage features and guidance on procedures.
• Processes claims and reimbursements on behalf of the client
• Updates and maintains the client CSR database
• Expedites service challenges to the appropriate manager/insurance contact
• Schedules appointments for senior advisors and company partner
• Interacts with Sales advisors to support their clients and business unit
• Other tasks and projects assigned by CRM

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED