TriBridge Partners · 11 hours ago
Client Service Specialist
Columbia, MD, USA, 21046
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $70K/yrTriBridge Partners is seeking a Client Service Specialist to support their clients in managing day-to-day benefits administration. The role involves processing benefits enrollments, resolving enrollment and billing issues, and delivering high-touch service to ensure clients feel supported.
AdviceBusiness DevelopmentFinancial ServicesInsurance
Responsibilities
Processing benefits enrollments, changes, and terminations across multiple carrier platforms
Assisting employees with benefit questions, eligibility verification, ID card requests, and provider network research
Troubleshooting claims issues including billing discrepancies, denials, appeals, and disability claims (STD/LTD) support
Supporting clients with group billing concerns, invoice requests, and late payment notice follow-up
Researching and resolving enrollment discrepancies, carrier/TPA errors, and off-renewal audit findings
Coordinating renewal and implementation support, including enrollment scrubbing, pulling bills, and pre-filling RFP information
Maintaining accurate client records in Salesforce (plan details, headcounts, group numbers, waiting periods, and task documentation)
Completing monthly post-renewal audit reports to confirm accurate plan enrollment and open enrollment updates
Processing census and FTE requests and filing required carrier documentation
Entering COBRA qualifying events into vendor portals to initiate required notices
Requesting Schedule A documents from carriers for Form 5500 preparation
Assisting with additional client service and account management needs as assigned
Qualification
Required
Detail-oriented
Client-focused
Passionate about helping employees navigate their benefits
Experience in processing benefits enrollments, changes, and terminations across multiple carrier platforms
Ability to assist employees with benefit questions, eligibility verification, ID card requests, and provider network research
Skills in troubleshooting claims issues including billing discrepancies, denials, appeals, and disability claims (STD/LTD) support
Experience supporting clients with group billing concerns, invoice requests, and late payment notice follow-up
Ability to research and resolve enrollment discrepancies, carrier/TPA errors, and off-renewal audit findings
Experience coordinating renewal and implementation support, including enrollment scrubbing, pulling bills, and pre-filling RFP information
Skills in maintaining accurate client records in Salesforce (plan details, headcounts, group numbers, waiting periods, and task documentation)
Ability to complete monthly post-renewal audit reports to confirm accurate plan enrollment and open enrollment updates
Experience processing census and FTE requests and filing required carrier documentation
Ability to enter COBRA qualifying events into vendor portals to initiate required notices
Experience requesting Schedule A documents from carriers for Form 5500 preparation
Ability to assist with additional client service and account management needs as assigned
Benefits
Comprehensive benefits package
Company
TriBridge Partners
TriBridge Partners provides employee benefits, investment advisory, capital management, financial and business enterprise planning services.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Heath Hykes
Chief Executive Officer
Dane Rianhard
Principal & Co-Founder
Company data provided by crunchbase