Client Services Representative

Job Title: Client Service Specialist

Location: Albuquerque, New Mexico

Industry: Insurance

Pay: $40,000 - $45,000

Benefits: Vision, Dental, Health, 401k

This position will be fully remote when not traveling. Travel is averaging 50% of the year within a 3-hour radius of Albuquerque. A company car will be provided.

Job Overview:

The Client Services Specialist supports the regional sales team by managing client interactions, coordinating enrollments, and handling administrative responsibilities. This role involves preparing reports, presentations, marketing materials, and correspondence to assist the New Mexico sales team and regional manager. In addition, the specialist may occasionally promote, explain, and facilitate insurance products and related administrative services. Working closely with both internal teams and external clients, the specialist helps with billing, payroll reporting, and maintaining client relationships, including managing data in the company’s CRM system.

Key Responsibilities:

• Support the sales team with marketing, outreach, and client engagement activities.
• Prepare communications, including emails, memos, presentations, and reports.
• Assist with enrollment processes and provide guidance to clients on available benefits.
• Collaborate with internal departments and clients on billing, bill reconciliation, and payroll reporting.
• Maintain and update client information in the CRM and benefits systems.
• Occasionally promote and administer insurance and administrative service offerings.
• Build and maintain strong client relationships with schools and district contacts.

Required Qualifications:

• Valid Group One Life and Health License, or ability to obtain within 90 days.
• Minimum of 2 years of customer service experience.
• Minimum of 2 years of administrative support experience.
• Willingness to travel approximately 40% of the time, including overnight trips.
• Strong oral and written communication skills, including presentation experience.
• Proficiency in Microsoft Excel, Word, and Outlook.
• High school diploma or GED equivalent.
• Experience handling confidential client information with discretion.

Preferred Qualifications:

• 2 years of experience working with employee benefits (medical, dental, vision, prescription drug, or retirement plans).
• Bachelor’s degree from an accredited institution.
• Familiarity with benefit plan terminology.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.