Client Service Specialist

We are seeking a Client Service Specialist with a background in self-funded health insurance plans and third-party benefit administration (TPA). This role is essential in delivering superior service and support to employer groups, brokers, and internal teams.

You must have a desire to solve problems quickly and the ability to effectively communicate with a wide range of internal and external partners. You’d be joining a highly functioning team that supports the overall success of our company’s growth strategy.

HERE'S WHAT YOU'LL DO IN THIS ROLE:

• Serve as the day-to-day contact for assigned employer groups and broker partners.
• Respond promptly to client inquiries regarding plan design, eligibility, claims processing, and benefit administration.
• Maintain a high level of professionalism and responsiveness in all interactions.
• Assist in onboarding new groups, ensuring proper setup of plan documents, eligibility files, and billing processes.
• Research and resolve client issues related to claims, enrollment, and system discrepancies in collaboration with internal departments.
• Monitor compliance with regulatory requirements (ERISA, HIPAA, ACA) and company policies.
• Support the preparation of client reporting, including claims utilization, cost trends, and performance summaries.
• Assist account managers with renewal processes, plan changes, and open enrollment support.
• Track and maintain accurate client records in CRM and administrative systems.
• Work closely with underwriting, claims, and IT teams to resolve issues and maintain data integrity.
• Provide feedback to leadership on process improvements to enhance client satisfaction.

HERE'S WHAT WE ARE LOOKING FOR:

• 3 years in a client-facing service role with self-funded health insurance and/or third-party benefit plan administration experience
• Firm understanding of health insurance terminology, funding styles, and health savings accounts.
• Exceptional problem-solving and customer services skills with the ability to manage and prioritize various cases.
• Effective written and verbal communication skills.
• Passion for changing the healthcare landscape, using innovation to drive better outcomes, making the healthcare experience more positive and more affordable.

HERE'S WHAT WE OFFER:

• Competitive Annual Salary 5% Annual Bonus
• Affordable health, vision, and dental insurance for you and your family
• Company contributes up to $2,300 to Health Savings Account annually
• Wellness program that contributes money towards your HSA
• Company automatically contributes 3% of salary into retirement plan
• Career development and growth opportunities
• 15 days of PTO & 10 paid holidays per year

Job Type: Full-time

Pay: $59,000.00 - $72,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Work Location: Remote

Salary : $59,000 - $72,000