Client Support Associate

Curi is a full-service advisory firm committed to serving clients in the healthcare sector. The Client Support Associate will act as the primary point of contact for client inquiries, providing timely and accurate responses while managing various client support programs and administrative tasks.

Responsibilities

• Serve as the initial point of contact for client inquiries via phone and email, delivering prompt, professional, and solution-focused responses
• Maintain a high-level understanding of services across Curi Insurance and Curi Advisory to provide immediate assistance or accurate referrals
• Use internal systems to document interactions and maintain updated client information
• Educate clients on benefits, the client portal, and company initiatives to enhance engagement and satisfaction
• Coordinate the distribution of Policyholder Dividends in alignment with leadership direction
• Manage the Legacy Fund (Member Savings Account) to ensure accurate tracking and reporting
• Ensure relevant systems supporting the Dividend and Legacy Fund programs are consistently updated and complete
• Manage client inquiries and assist with basic troubleshooting when clients experience difficulty interacting with Curi portals
• Contribute to continuous service improvement efforts and the development of client support standards
• Participate in department initiatives and strategic projects as needed
• Provide general administrative support and assist with special assignments as directed
• Process incoming mail by opening, sorting, and distributing or scanning materials to the appropriate recipients in a timely manner
• Prepare and process outgoing mail and shipments, ensuring accuracy and adherence to company procedures
• Other in-office duties as assigned

Skills

• High School Diploma or equivalent plus three years of customer service experience; OR Bachelor's degree plus one year of customer service experience
• Strong organizational and time-management skills
• Ability to produce high-quality work with minimal supervision
• Excellent verbal and written communication skills
• Excellent customer service skills with desire to take ownership and drive issues to resolution
• Ability to display a professional demeanor in all encounters
• Ability to handle multiple tasks simultaneously
• Ability to effectively work within a team environment
• Ability to maintain and preserve confidentiality

Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually

Company Overview