What are the responsibilities and job description for the Client Experience Specialist position at Risk Strategies Company?
Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.
Primary Duties & Responsibilities:
- Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner.
- Assist the universities for adding students, deleting students, making any status changes, etc.
- Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.
- Group service ticket queue monitoring, tracking and completing (tickets within queue).
- Emergency adds of students who were left off original file, not been sent to us yet, etc.
- Processing and reconciling of payments received from the universities.
- Assist the carriers and TPA’s with questions, such as dates and coverage periods.
- Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments.
- Assist accountant with monthly payments that are sent to carriers and schools.
Requirements & Qualifications:
- Bachelor’s Degree preferred
- Previous customer service and data entry experience preferred
- PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook
- • Accounting or health insurance experience a plus
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.