#LI-KW1 #LI-Hybrid Essential Functions and Primary Duties • Provide service delivery to an assigned block of clients • Resolve moderately complex* customer service problems directly • Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts • Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery • Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs • Escalate client concerns when appropriate • Assist client services management in conducting client meetings as needed • Inputs data into appropriate software for vendors/carriers/clients within required timeframe • Coordinate employee communications for enrollment • Participate with new client set-up, renewals, and open enrollment meetings • Establish and preserve a solid business rapport with clients and vendors • Discuss with clients applicable legislation and market trends • Ensure that all internal controls and procedures are followed • Generate client interest in additional lines of coverage • Additional responsibilities as assigned • May provide guidance and direction to less experienced client service staff​ *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size. Preferred Qualifications • Bachelor's Degree • Life, Accident and Health Insurance License Minimum Qualifications • High School Diploma or GED required • 3 to 5 years customer service experience in the insurance industry required • Must maintain current required licenses and certifications relevant to field of expertise • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Effective customer service skills • Proficient use of applicable technology • Ability to work in team environment as well as independently • Must be able to travel based on client and business needs