Ledgent Technology · 1 day ago
Client Service Specialist - Employer Benefit Solutions
Rochester, NY
Full-time
Hybrid
New Grad, Entry Level
$21/hr - $25/hrLedgent Technology is seeking a Client Service Specialist to join their Account Management team. The role involves managing client inquiries, processing enrollments, and supporting the RFP process while ensuring client satisfaction and data integrity.
Staffing & Recruiting
Hiring Manager
Cristina Tack
Responsibilities
Field and manage client, employee, and carrier inquiries
Assist with employee claim issues and follow up on pending claims issues
Manage and process enrollments at the carrier level
Manage and process COBRA offerings and participants
Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers
Support activities surrounding client payment review/reporting (e.g. common remittance or revenue audits)
Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request
With senior team member oversight, support renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials as required
Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy
Work with carriers and account team members to implement appropriate coverage for clients
Support in the implementation and ongoing maintenance/review of Benefits Administration and Call Center engagements
Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms
With senior team member oversight, contribute to completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates
Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials
Handle ongoing client maintenance projects as determined by account team
Achieve and sustain client satisfaction on assigned accounts by managing client expectations according to our services agreement
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent experience
Life, Accident and Health Insurance License required within 6 months of hire (Daybright will cover costs for the training/exam)
Customer service and interpersonal skills for dealing with different types of team members and clients
Communication skills, both written and verbal
Client service orientation and ability to respond to all communications effectively and timely
Proficient in Excel and Office 365
Strong organizational skills
Preferred
Client service experience with employee benefits, including major medical and voluntary and/or worksite benefits a plus
Insurance experience managing client and carrier relationships a plus
A good sense of humor and positive attitude
Bilingual in Spanish a plus
Benefits
Life, Accident and Health Insurance License required within 6 months of hire (Daybright will cover costs for the training/exam).
Company
Ledgent Technology
Ledgent Technology, a business line of Roth Staffing Companies, utilizes proven processes and their robust professional network to place qualified technology professionals in contract, contract-to-hire, direct-hire roles and project teams throughout the US.
Founded in 1994
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase