LoVasco · 4 months ago
Client Service Associate | Employee Benefits
LoVasco is on a mission to inspire, engage, and empower individuals to build healthier and wealthier lives. The Client Services Associate plays a key role in ensuring the successful delivery of services to clients, providing operational support to the account management team while serving as a resource for clients’ employees.
ConsultingFinancial Services
Responsibilities
Issue Tracking and Resolution. Facilitate transparent communication between clients, vendors, and the internal team. Organize all work project management system, Asana, to ensure nothing falls through the cracks, providing stakeholders with real-time visibility into issue status and creating accountability for timely resolution across all parties involved
Onboarding new clients. Help the account services team onboard new clients. Establish organized client folders, build detailed template projects in Asana, and systematically collect and catalog required client data. Coordinate with multiple stakeholders including carriers and third-party vendors, and ensure all administrative systems and carrier interfaces are properly configured before launch. Maintain detailed project timelines and checklists to guarantee nothing is overlooked during the transition from signed AOR to active client relationship
Employee Support and Engagement. Serve as a direct resource for our clients’ employees, handling inbound calls and emails related to their benefits. Address claims issues and billing questions and provide clear explanations of benefit coverage and policy interpretations. Guide employees through enrollment processes, coverage changes, and life event modifications while ensuring accurate understanding of their benefit options. Collaborate with insurance carriers and third-party administrators to resolve employee concerns promptly
Eligibility Management. Oversee the comprehensive management of employee eligibility changes, including new hire additions and termination processing across multiple carrier systems. Serve as the primary liaison between clients, insurance carriers, and benefit administration platforms to establish and maintain automated file feeds and data integrations. Develop and optimize eligibility workflows to streamline enrollment processes, reducing manual intervention while ensuring accuracy and compliance. Maintain working knowledge of various carrier platforms and systems to effectively troubleshoot eligibility issues and coordinate seamless data transfers between HR systems and insurance providers
Open Enrollment Support. Provide essential behind-the-scenes support to internal team members during annual open enrollment periods. Assist with scheduling OE meetings, preparing client-specific materials and documentation, and maintaining detailed project tracking systems to keep all stakeholders informed of progress and deadlines. Strong attention to detail in supporting quality control efforts. Post-enrollment duties include enrollment reconciliation processes
Qualification
Required
Bachelor's Degree in Business Administration, Finance, Economics, Communications, Human Resources, or other related field or commensurate work experience
At least two to four years of experience required, preferably in a client support role
Previous employment at an employee benefits consulting firm, insurance agency, or financial services firm
Knowledge of group insurance (medical, dental, vision & life and disability products)
Proficiency in the Microsoft Office suite of software
Strong aptitude in project management, written and verbal communications, presentations, critical thinking, and financial analysis
Commitment to the accuracy of own work product and client deliverables
Must be able to follow directions, be detailed, organized and resourceful
Preferred
Experience with Asana, Box, Salesforce, and/or Craft is considered a plus
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Competitive compensation
401(k) plan and company match
Employer paid life insurance, short-term, and long-term disability insurance
Flexible spending account
Generous paid time off
Paid parental leave
Summer Friday hours
Professional development assistance
Volunteer days with local charity
Team building events and outings
Remote and flexible work environment
Company
LoVasco
LoVasco is committed to helping HR teams, plan sponsors, and executive teams offer benefit and retirement programs.
Funding
Current Stage
Early StageCompany data provided by crunchbase