Risk Strategies Company · 5 hours ago

Client Experience Specialist I

Remote - Texas

Full-time

Remote

Entry Level

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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.

Process and reconcile payments received from the universities. Issue Renewal Letters.

Assist the carriers and TPA’s with questions, such as dates and coverage periods.

Reconcile Invoices and Discrepancy reports; sending invoices to schools; monitoring payments.

Assist accountant with monthly payments that are sent to carriers and schools.

Qualification

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Data EntryMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookAccounting ExperienceHealth Insurance Experience

Required

Strong written and oral communication skills

Sound problem solving skills

Preferred

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

Company

Risk Strategies Company

RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.

Founded in 1997