FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced customer service skills with over 5 years of experience in the insurance industry, managing client relationships and service delivery. Proficient in handling renewals, open enrollment, and maintaining data integrity using relevant technology.
Highest-signal resume keywords
Customer Service ExperienceLife, Accident And Health Insurance LicenseOpen Enrollment And Renewal ExperienceProficiency In Employee NavigatorManaging Fully Insured Groups
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceData IntegrityProject CoordinationCommunication SkillsClient Relationship Management
Soft Skills
Team CollaborationProblem SolvingCoaching And Mentoring
Tools & Technologies
Employee NavigatorApplicable Technology
Certifications & Qualifications
Life, Accident And Health Insurance License
Industry Keywords
Insurance IndustryFully Insured GroupsLevel-Funded GroupsSelf-Funded GroupsOpen Enrollment
About the role
Key responsibilities & impact- Provide service delivery to an assigned block of more complex clients
- Resolve the most complex customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
- Escalate client concerns when appropriate
- Maintain data integrity and quality with any applicable software on a timely basis
- Take lead on designated renewals; prepare renewal information and present the CBIZ solution
- Work with senior staff to create needed communication materials
- Oversee new client set-up, renewals, and open enrollment meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss applicable legislation and market trends with clients
- Generate client interest in additional lines of coverage
- Coach and assist less tenured client services staff
- Additional responsibilities as assigned
Requirements
What you’ll need- High School Diploma or GED required
- More than 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Advanced customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
- Life, Accident and Health Insurance License
- Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
- Open Enrollment and renewal experience
- Proficiency in Employee Navigator