Client Service Representative
Overview:
Secure, build, and sustain customer relationships, fostering a partnership and enhancing dialogue with clients. Act as an expert resource for the client to ensure inquiries are responded to and resolved in a timely fashion. Ensure existing clients are satisfied with and recognize the value offered by PacificSource.
Responsibilities:
Consult with clients to ensure they are educated on PacificSource products, administrative procedures, and legislative changes while meeting targeted goals for assigned service territory.
Develop positive working relationships with group administrators by serving as a first resource for benefits, compliance, and plan information. Act as a liaison between groups, producers, and PacificSource to resolve problems and comply with requests. Communicate with clients, providers, PacificSource departments, and the Regional Manager as needed.
Distribute and explain the Group Administrator Manual, contract, benefit book, and other products and services provided by PacificSource.
Participate in group enrollment/employee benefit meetings, wellness/health fairs, for PacificSource clients. Group benefit meetings include presentation of the group's medical and optional benefits, administrative procedures, provider networks, and access to other services provided by the client's plan benefits.
Receive, analyze, and respond to client issues with appropriate follow-up on specific customer requests, including administration questions, supply requests, problem resolution, and intricate claims issues.
Serve as client contact and problem solver for a wide scope of contract issues relating to medical, dental, pharmacy, and optional benefits offered by PacificSource.
Write, proof, and distribute account service reports to the producer of record.
Identify selling opportunities for PacificSource, Manley, and PacificSource Administrators, United Heritage, and other ancillary products.
Represent PacificSource, both internally and externally, as required at events, including but not limited to: Forum, Underwriters State Conference, Business Expo, Chamber of Commerce, and all other community activities or volunteer opportunities.
Supporting
Responsibilities:
As requested, participate in and lead company benefit training programs.
Regional office Client Service Representatives may be required to assist with clerical duties for efficient administrative office functions.
Perform other related duties as requested or required.
Qualifications:
Work
Experience: Minimum of three or more years related work experience in a professional environment. Health insurance or producer experience preferred. Solid customer service experience is required.
Education, Certificates, Licenses: Requires AA/AS in Business or related field; or equivalent combination of education and experience. BS in Business Administration or related field is preferred. Current Life and Health license (or eligible to earn license) as a Life & Health Insurance Sales Producer.
Competencies
Our Values
Adaptability
Building Customer Loyalty
Building Strategic Work Relationships
Building Trust
Continuous Improvement
Contributing to Team Success
Planning and Organizing
Work Standards
We are committed to doing the right thing.
We are one team working toward a common goal.
We are each responsible for our customers' experience.
We practice open communication at all levels of the company to foster individual, team and company growth.
We actively participate in efforts to improve our communities-internal and external.
We encourage creativity, innovation, continuous improvement, and the pursuit of excellence.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
Secure, build, and sustain customer relationships, fostering a partnership and enhancing dialogue with clients. Act as an expert resource for the client to ensure inquiries are responded to and resolved in a timely fashion. Ensure existing clients are satisfied with and recognize the value offered by PacificSource.
Responsibilities:
Consult with clients to ensure they are educated on PacificSource products, administrative procedures, and legislative changes while meeting targeted goals for assigned service territory.
Develop positive working relationships with group administrators by serving as a first resource for benefits, compliance, and plan information. Act as a liaison between groups, producers, and PacificSource to resolve problems and comply with requests. Communicate with clients, providers, PacificSource departments, and the Regional Manager as needed.
Distribute and explain the Group Administrator Manual, contract, benefit book, and other products and services provided by PacificSource.
Participate in group enrollment/employee benefit meetings, wellness/health fairs, for PacificSource clients. Group benefit meetings include presentation of the group's medical and optional benefits, administrative procedures, provider networks, and access to other services provided by the client's plan benefits.
Receive, analyze, and respond to client issues with appropriate follow-up on specific customer requests, including administration questions, supply requests, problem resolution, and intricate claims issues.
Serve as client contact and problem solver for a wide scope of contract issues relating to medical, dental, pharmacy, and optional benefits offered by PacificSource.
Write, proof, and distribute account service reports to the producer of record.
Identify selling opportunities for PacificSource, Manley, and PacificSource Administrators, United Heritage, and other ancillary products.
Represent PacificSource, both internally and externally, as required at events, including but not limited to: Forum, Underwriters State Conference, Business Expo, Chamber of Commerce, and all other community activities or volunteer opportunities.
Supporting
Responsibilities:
As requested, participate in and lead company benefit training programs.
Regional office Client Service Representatives may be required to assist with clerical duties for efficient administrative office functions.
Perform other related duties as requested or required.
Qualifications:
Work
Experience: Minimum of three or more years related work experience in a professional environment. Health insurance or producer experience preferred. Solid customer service experience is required.
Education, Certificates, Licenses: Requires AA/AS in Business or related field; or equivalent combination of education and experience. BS in Business Administration or related field is preferred. Current Life and Health license (or eligible to earn license) as a Life & Health Insurance Sales Producer.
Competencies
Our Values
Adaptability
Building Customer Loyalty
Building Strategic Work Relationships
Building Trust
Continuous Improvement
Contributing to Team Success
Planning and Organizing
Work Standards
We are committed to doing the right thing.
We are one team working toward a common goal.
We are each responsible for our customers' experience.
We practice open communication at all levels of the company to foster individual, team and company growth.
We actively participate in efforts to improve our communities-internal and external.
We encourage creativity, innovation, continuous improvement, and the pursuit of excellence.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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