Client Success Specialist, Employee Benefits – Middle Market

Job Description: • Deliver on Stewardship Promises to clients by owning assigned tasks, meeting required due dates, and tracking progression within the Agency Management System. • Supports process execution and cross-functional coordination for assigned clients. • Coordinates timelines and deliverables and ensure accurate and timely execution of all enrollment activities. • Identify discrepancies, research root causes with guidance as needed, and resolve issues directly or escalate appropriately. • Support compliance-related activities (e.g., COBRA, EOI, notices, plan documentation) and ensure complete, accurate recordkeeping across systems, files, and client documentation. • Assist care center colleagues with claims advocacy as needed by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicating outcomes to clients and members. • Provide foundational support to internal colleagues by gathering information, preparing standard documentation, and routing client inquiries to appropriate team members. • Prepare external communications such as renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages. • Proactively identify and contribute to process efficiencies and improvements, recommending and helping implement changes that enhance quality, timeliness, and client experience. • Supports shared services partners and third-party vendors by sharing process knowledge and flagging issues during implementations and open enrollment. • Supports retention and growth of an assigned book of business by delivering accurate, timely benefits administration and high-quality client experience. • May participate in open enrollment calls and/or meetings. Requirements: • Bachelor’s degree in business, human resources, finance, insurance, or a related field preferred. • 0-2+ years of employee benefits experience in a brokerage, carrier, or other client service role. • Licensing: Must obtain and maintain all required insurance licenses for the role and jurisdictions served (e.g., applicable health and life/accident insurance licenses). • Strong verbal and written communication skills; capable of preparing clear external communications. • Microsoft Office skills, particularly Excel (e.g., use of formulas, lookups, pivot tables, data validation) and proficiency in Word and PowerPoint for client-ready materials. • Familiarity with employee benefits processes and renewal workflows with continued skill development expected. • Previous experience working with offshore teams or shared service centers is preferred. Benefits: • Health insurance • Paid time off • Professional development opportunities Apply tot his job Apply To this Job