TAPS | Client Service Specialist – Farmington, CT

The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.

Responsibilities:

• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Assists with renewals and new business applications
• Attaches applications to appropriate client file in Microsoft D365
• Assists in coordination of all presentation materials
• Follows-up on service issues and coordinates through the Employee Benefit Help Center [EBHC]

Requirements: 

• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible and disciplined
• Ability to work independently as well as in team environment
• Excellent verbal and written communication skills
• Strong organizational skills
• Ability to thrive in fast-paced production environment

Experience: 

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites, preferred
• Proven track record in customer service; preferred
• Bachelor’s Degree, preferred
• Familiarity with Canva, Simplebooklet, and AI, preferred