[Remote] Client Representative - Major Market

Note: The job is a remote job and is open to candidates in USA. Newfront, a WTW company, embraces a flexible work environment and supports a variety of work arrangements. The Client Representative is responsible for providing administrative support to the account management team, ensuring efficient execution of client initiatives and delivering exceptional service to clients.

Responsibilities

• Manage enrollment processing, research and resolve eligibility and enrollment issues
• Review plan documents and benefit attributes for accuracy and manage them within the internal system
• Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets
• Update client benchmarking reports
• Request and/or run census reports by pulling manually or requesting from the Technology Team
• Build and maintain the client benefit portals
• Process fee billing for non-commissioned based clients and carrier transition/wellness fund accounting
• Responsible for staying abreast of latest compliance trends and ensuring client notices are sent in a timely manner
• Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews
• Prepare client communications (Open enrollment materials, new hire guides, wallet cards, compliance documents, etc.) using available tools and templates
• Coordinate health fairs and carrier attendance at open enrollment and health fair meetings
• General administration and data entry as directed by Client Support Lead
• Other tasks, duties or special projects as assigned

Skills

• Minimum 1-2 years of work experience working in a customer service or a Human Resources oriented role is required
• Solid communication skills: written, public speaking and presentation preparation
• Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally
• Proficient knowledge and use of Microsoft Office and intermediate complexities of features
• Ability to learn and adopt use of technology systems and software applications
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues
• Must also work independently, with minimal direction
• Adaptability and flexibility to respond to client and team needs
• Ability to ask questions, take initiative and use resources and tools
• Solid time management skills and ability to manage competing priorities and high volumes
• Good organizational skills and attention to detail; ability to screen details and identify potential discrepancies
• Ability to review internal/carrier deliverables to ensure accuracy
• Basic project management skills and systems knowledge
• Ability to forge relationships and build trust with clients, carriers and colleagues
• Strong sense of curiosity and willingness to learn industry knowledge and trends
• Resident Department of Insurance Life License (required or completed within 3 months of start date)
• Benefits experience at a Brokerage is a plus

Benefits

• Bonus
• Restricted stock units
• Discretionary awards
• Full range of medical
• Financial
• 401(k) eligibility
• Various paid time off benefits
• Vacation
• Sick time
• Parental leave

Company Overview