Unison Risk Advisors · 4 weeks ago
Client Care Specialist, Employee Benefits
Unison Risk Advisors is seeking a Client Care Specialist to address employer health benefit issues for employee Benefits clients. The role involves resolving enrollment and termination issues, claims, acting as a liaison with insurance partners, and maintaining client relationships while providing exceptional service.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Works directly with clients to answer questions and resolve their issues, and loads activities into CRM Database (Epic)
Resolves enrollment and termination issues
Answers questions relating to legislation and benefit laws regarding HIPAA, COBRA, and FMLA
Updates internal systems such as Epic upon group renewal
Introduces their role to all new key contacts to build solid relationships and meets existing contacts as needed to further enhance relationship
Maintains a full book of business while continuing to provide A+ service
Utilizes MS Outlook, Excel, Word and other Microsoft Applications
Follows EBS internal color-coded outlook organization standard operating procedures
Follows internal call back standard operating procedures and email response time
Qualification
Required
Self-starter and quick learner
Excellent problem-solving skills. Persistent to achieve the end result—resolution
Strong organizational skills, including daily prioritizing and logical thinking
Service-oriented; kind, compassionate, and willing to work hard on another person's behalf
Good communication skills, written, verbally and over the phone. Clarity and accuracy are key attributes
Excellent phone skills, responsiveness, empathetic, and honesty with the information to be shared
Strong working knowledge of computers (MS Word, MS Outlook preferred; Internet, MS Excel and database experience are also beneficial) and able to learn new systems and programs, such as Sales Force
Able to manage multiple projects simultaneously and successfully
Able to work with others in teams; able to work with those who perform similar jobs as well as complimentary roles. Promotes cooperation and share successes throughout the company
Shares ideas for improvement which are oriented around solutions and blameless problem solving
Pass the Maryland State Life & Health exam within the first 90 days of employment
Fulfill Maryland State Continuing Education (CE) requirements annually
Participate in internal training sessions and other professional development opportunities as needed
Knowledge of Microsoft Office with an emphasis on Outlook and Excel
Valid Driver's License
Preferred
Insurance experience preferred; at least 3 years of work experience (claims resolution, benefits administration, health insurance customer service, etc.)
College degree preferred
There are no physical requirements for the position
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
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