TAPS | Client Service Specialist – NYC X2

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

Essential Duties and Responsibilities (include but are not limited to):

• Assist with employee and employer questions
• Assist with open enrollment meetings and presentations
• Assist with claims troubleshooting
• Assist customers with membership and eligibility changes
• Assist clients with billing concerns
• Help clients with compliance-related questions (FMLA, short-term disability, COBRA)
• Assist the team with renewing and managing clients in D365
• Work closely with consultants and the sales team to ensure client satisfaction
• Follow up on service issues and act as phone backup for call overflow
• Assist the team with overflow work as needed

Qualifications, Skills, and Requirements:

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

Education, Training, and Experience:

• Two or more years of applicable job experience preferred
• Proficient with Microsoft Office products required
• Prior experience in a broker agency or benefits administration firm preferred
• Familiarity with insurance carrier websites preferred
• Proven track record in customer service preferred
• Bachelor’s degree preferred
• Familiarity with database applications preferred