Conner Strong & Buckelew · 1 day ago
Client Service Specialist
Conner Strong & Buckelew is a company that specializes in employee benefits, and they are seeking a Client Service Specialist to support their Public Entity clients and brokers. The role involves handling member issues, claims inquiries, and managing enrollment and billing processes while providing excellent day-to-day service to clients.
Employee BenefitsInsurance
Responsibilities
Work directly with clients and consulting team to provide excellent day-to-day service
Maintain our central document filing system, Image Right; audit annually to ensure that accurate, up to date information is filed appropriately
Update Benefit Point, our Agency Management system when changes are made including, but not limited to, plan summaries, member issue documentation and claims resolution
Answer or get assistance to answer client questions on a variety of benefit topics including, but not limited to: coverage clarification, plan structure, rates, claims and billing
Have a working knowledge of Summaries of Benefits Coverage (SBC), Summary Plan Documents (SPD), and other benefit plan materials for accuracy for all lines of coverage for each assigned account
Manage interactions with carriers to ensure that required information is received on a timely basis for claim resolution and plan administration
Attend staff meetings, trainings and carrier programs as suggested by management
Perform other tasks, duties and functions as assigned from time to time in the routine broker/member management process
Work independently on special projects related to departmental tasks
Qualification
Required
Minimum 2 years' experience in Health and Benefits required
Knowledge of a Benefits Administration system
Exceptional organization and client service skills
Excellent time management skills
Excellent interpersonal, analytical, written and verbal communication skills
Ability to develop strong working relationships with all levels of an organization and adapt communication approach to the specific broker, clients, vendor, carrier or other business partners
Proficiency in Microsoft products; Word, Excel and PowerPoint required
Authorized to work in the United States on a full-time basis without Company sponsorship
Preferred
College degree preferred
Knowledge of Public Entity business is preferred
Carrier Customer Service Experience preferred
Life and Health License preferred
Benefits
Participation in family medical and dental insurance programs
401K plan
PTO
Company
Conner Strong & Buckelew
Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.
Funding
Current Stage
Late StageRecent News
Conner Strong & Buckelew
2025-11-03
2025-09-13
The Philadelphia Inquirer
2025-07-25
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