Client Services Representative supporting employee benefits with inquiries for employees and HR contacts. Operate in a high-volume, member-facing environment resolving benefit issues and ensuring a positive member experience.
Responsibilities
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
Requirements
One to three years of experience in employee benefits, insurance, healthcare, or customer service
Bilingual English and Spanish
Clear written and verbal communication skills
Ability to manage high call and email volume
Strong organization and follow-through
Professional and composed in time-sensitive situations
Experience in an employee benefits brokerage or consulting environment (Preferred)
Knowledge of health and welfare benefit plans (Preferred)
Experience with CRM or benefits administration platforms (Preferred)
Working knowledge of Outlook, Word, and Excel (Preferred)
Benefits
401k with employer match
Medical, dental, vision, life, and disability insurance
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