Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
PL
Hybrid Senior Client Care Specialist
Posted last month
About the role
- Senior Client Care Specialist at Exude providing exceptional service and support to clients and employees. Handling complex service issues and client renewals with a focus on client satisfaction and retention.
Responsibilities
- Provide high-level client service to large and mid-sized clients, resolving complex claims, billing, and benefits issues.
- Serve as an escalation point for advanced service matters; identify root causes and recommend process improvements.
- Support client renewals by assisting with employee communications, open enrollment preparation, and delivery of in-person and virtual meetings.
- Create and present employee-facing education related to benefits, including HSAs, HRAs, and FSAs.
- Coordinate with insurance carriers, TPAs, vendors, and healthcare providers to resolve client and employee concerns.
- Perform billing reconciliation, census audits, and maintain accurate documentation.
- Provide guidance and support to junior Client Care Specialists and assist leadership with coaching efforts.
- Participate in open enrollment support during peak seasons, including travel to client locations as needed.
- Maintain confidentiality, comply with data security standards, and support special projects as assigned.
Requirements
- 3-5 years of customer service experience in a benefits, insurance, or related professional services environment.
- Bachelor's degree in HR, Health Policy, Risk Management/Insurance, or a related field preferred (or equivalent experience).
- Prior experience supporting complex client accounts and high-volume service requests.
- Active Life, Accident, and Health Insurance license required.
- Experience assisting with benefits renewals and open enrollment activities preferred.
- Strong technical knowledge of group benefits, administrative processes, and compliance requirements.
- Exceptional client service and problem-solving skills in a fast-paced, high-volume environment.
- Ability to independently resolve complex issues and exercise sound professional judgment.
- Excellent communication and relationship-building skills.
- Strong organizational, time management, and multitasking abilities.
- Proficiency with Microsoft Office Suite and CRM technology.
- Flexibility to work variable hours, including occasional evenings, weekends, and on-call coverage during peak periods.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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