Client Service Assistant - Member Engagement
Description
The Opportunity :
The Client Service Assistant is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards.
This enables continuous growth & development of insurance knowledge & professionalism to the highest level possible.
Are You A Match?
The Client Service Assistant is driven by prompt, accurate and thoughtful service to clients by consistently responding to internal and external inquiries within 24 hours of receipt.
In This Role You Will Execute On :
- Timely response and follow up of all issues / inquiries received, including proactively updating team on outstanding items
- Cross train to support both advocacy and marketing
- Assisting with preparation of various client presentations and deliverables, including marketing pieces and benefit guides
- Support marketing efforts for new business opportunities and current book of business including reviewing and summarizing quotes and proposal preparation where applicable
- Running and distributing client reports
- Provide prompt, accurate & thoughtful service to clients by consistently responding to internal and external inquiries and tasks on or before deadlines
- Produce accurate and thorough documents using word and excel within 30 days
In This Role You’ll Need :
- Obtain a Life & Health License within the first year, if not already licensed
- A proficiency with Microsoft Office suite, particularly MS Word
- Willingness to learn new skills and procedures
- Ability to move from project to project
- Master and execute servicing / processing tasks within the Agency Management System BenefitPoint within 3 to 6 months
- Discipline in 100% documentation of services provided in BenefitPoint
- An eye for detail and accuracy, be able to multi-task, and can work in a fast-paced team environment
- Strong listening, written and oral communication skills are necessary
- A passionate work ethic and desire to learn and grow will be essential to succeed in this position
- High school diploma or equivalent required, Bachelor's degree in Insurance, Risk Management, Business or related field highly desired.
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