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Risk Strategies Company · 4 days ago

Client Experience Specialist

Grapevine, TX

Full-time

Onsite

New Grad, Entry Level

Risk Strategies Company is the 9th largest privately held US brokerage firm offering comprehensive risk management advice and insurance placement. The Client Experience Specialist is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment, and customer care are completed accurately and in a timely manner.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

Hiring Manager

Andrew Bruno

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 serviceData entryMicrosoft ExcelAccounting experienceMicrosoft WordMicrosoft PowerPointMicrosoft OutlookHealth insurance experienceBachelor’s Degree

Required

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

Preferred

Bachelor's Degree

Previous customer service and data entry experience

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

Accounting or health insurance experience

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