Administrative Skills, Background Investigation, Billing, Communication Skills, Compensation and Benefits, Customer Relationship Management (CRM) Systems, Customer Support/Service, Discrepancy Report, Fast Food, HIPAA (Health Insurance Portability and Accountability Act), High School Diploma, Insurance, Interpersonal Skills, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Organizational Skills, Prescription Drugs, Presentation/Verbal Skills, Reconciliation, Regional Sales, Reporting Skills, Retirement Plan, Sales, Sales Management, Security Clearance, Spreadsheets, Time Management, Willing to Travel
Job Title: Client Services Specialist
Reports to: Regional Sales Manager
Location: Austin, TX Office (FFC)
Position Description:
The Client Services Specialist collaborates with internal and external clients (in the K-12 market and cities) to facilitate billing, bill reconciliation, work through discrepancy reports, and generate payroll reports and assist with payroll imports, as well as develop client relationships and the company's benefit & CRM system. Assists the sales team with providing product options in core and voluntary benefits. Other duties include assisting sales and marketing with enrollments, preparing spreadsheets and marketing materials, preparing memorandum, emails and other communications in support of the regional sales manager and the Central Texas sales team. The position will be assigned a company car and will travel to various client locations including Austin, Georgetown, Waco and other areas in the region. Occasionally, they will source, develop, soft sell, promote, market, and administer insurance products, and administrative services of FFGA.
Qualifications
- 2 years proven track record in customer service.
- 2 years of Administrative Assistant experience.
- Must have Group One Life and Health License or be able to obtain in 90 days.
- Willing to travel 20% of the time in and out of assigned territory with overnight stays.
- Strong customer service skills and a proven track record of handling sensitive client information (HIPAA, PHI & PI).
- Must have proven oral & written communication, as well as presentation skills through work.
- Must have strong knowledge and work experience using Excel, Word & Outlook.
- High school diploma required or equivalency required (GED).
Preferred Qualifications
- 2 years experience working with benefits (medical, dental, vision, prescription drug service and retirement plans).
- Knowledge of general benefit plan terminology highly preferred.
- Knowledge of the K-12 market benefits highly preferred.
Knowledge, Skills and Abilities
- Time management and organization skills
- Strong sense of urgency
- Strong interpersonal skills; diplomatic and tactful
Must be able to obtain and maintain security clearances and successfully complete a thorough background check.
EQUAL OPPORTUNITY EMPLOYER
F
First Financial Group of America