Client Service Administrator - Group Benefits
Bloomfield Hills, Michigan
Client Service Administrator - Group Benefits
Detroit, MI
Client Service Administrator is responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
Client Service Administrator Responsibilities:
Client Service Administrator Qualifications:
Detroit, MI
Client Service Administrator is responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
Client Service Administrator Responsibilities:
- Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.
- Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional company products and services.
- Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound business judgment.
- Responds to enrollment, billing, claims, and other administrative issues; ensures a complete solution is provided to the client's satisfaction; documents the details and outcomes of each support event.
- Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.
- Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal.
- Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately.
- Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.
- Supports the client's integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.
- Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.
- Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments and outside vendors to meet the service needs of the client.
- Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.
- Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.
- Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.
- Delivers compliance notifications and other materials at the direction of the Client Manager.
- Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit.
Client Service Administrator Qualifications:
- Associate degree in Business or related major from a two-year college or technical school
- 1-3 years related experience or the equivalent combination of education and experience.
- Prior experience in medical benefits and ancillary lines of coverage preferred
- Experience working for an insurance brokerage firm preferred
- Life, Health and Accident License preferred
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