Client Services Specialist at First Financial Capital

Georgetown, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Aug, 26

Salary

45000.0

Posted On

27 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Administrative Support, Billing Reconciliation, Payroll Reporting, CRM Systems, Benefit Administration, Excel, Word, Outlook, Oral Communication, Written Communication, Presentation Skills, Time Management, Organization, Interpersonal Skills, HIPAA Compliance

Industry

Insurance

Description

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

Responsibilities

The specialist manages billing, payroll reports, and client relationships for K-12 and city markets. They also support the sales team with benefit options, marketing materials, and enrollment assistance.