Serve as the primary point of contact for clients and brokers, overseeing all service-related matters for assigned accounts.
Key responsibilities include cash processing, policy administration, and managing past due accounts.
Ensure accurate and timely billing, resolve escalated issues, and maintain strong working relationships with both brokers and clients.
Develop and implement service strategies tailored to the billing and policy administration needs of IDI customers and distribution partners.
Identify service trends, recommend recovery actions for at risk customers, and ensure a superior end to end billing experience.
Handle sensitive service matters with the goal of turning challenges into opportunities for increased customer loyalty, retention, and long term growth.

College degree preferred, or equivalent experience required.
3+ years of experience in Customer Services, Employee Benefits or HR administration preferred.
Ability to provide strong service with a track record of driving customer resolution.
Technical aptitude – ability to utilize and leverage technology and systems.
Ability to research and analyze problems and develop and implement creative, customer-focused solutions.
Introductory knowledge of the insurance business, the company's operating structure, product offerings, external drivers and corresponding workflow processes preferred.
Effective relationship building and consultative skills.
Strong written & verbal communication, cross-functional collaboration, negotiation, and persuasion skills.
Knowledge of continuous improvement methodologies.
Solid organizational, planning, and time management skills – able to support multiple priorities.
Versatility/adaptability with ability to embrace change.
Strong Excel skills preferred
Solid mathematical aptitude, analytical skills, and attention to detail

Client Consultant

Key skills