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Risk Strategies Company · 2 months ago

Client Experience Specialist

Grapevine, TX

Full-time

Hybrid

New Grad, Entry Level

Risk Strategies Company is the 9th largest privately held US brokerage firm offering comprehensive risk management advice and insurance solutions. The Client Experience Specialist is responsible for processing data changes, answering inquiries regarding waivers and enrollments, and reconciling discrepancies while providing exceptional customer service to students and universities.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

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

Qualification

Customer service experienceData entry experienceMicrosoft WordMicrosoft ExcelAccounting experienceHealth insurance experienceMicrosoft PowerPointMicrosoft OutlookBachelor’s Degree

Required

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

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

Bachelor's Degree

Previous customer service and data entry experience

PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook

Preferred

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