What are the responsibilities and job description for the Client Services Administrator (Employee Benefits) position at Harrison Gray Search?
Harrison Gray Search has partnered with a respected regional insurance brokerage to find a Client Service Administrator to join their Employee Benefits department. This is a full-time, exempt position that plays a key role in supporting the client service team and ensuring accuracy, efficiency, and superior service delivery.
Position Summary
The Client Service Administrator provides administrative and client service support within the Employee Benefits department. This individual is responsible for processing routine insurance transactions, supporting renewals, assisting with client and carrier communications, and maintaining accurate documentation. The role requires strong organizational skills, attention to detail, and a commitment to company standards and client satisfaction.
Responsibilities
Position Summary
The Client Service Administrator provides administrative and client service support within the Employee Benefits department. This individual is responsible for processing routine insurance transactions, supporting renewals, assisting with client and carrier communications, and maintaining accurate documentation. The role requires strong organizational skills, attention to detail, and a commitment to company standards and client satisfaction.
Responsibilities
- Support the renewal process by coordinating with Account Executives, Producers, and carriers to market renewals, create proposals, and prepare plan summaries.
- Process routine client requests including renewals, cancellations, and general inquiries.
- Prepare and issue standard cover letters.
- Assist with client calls, carrier requests, and inquiries at the direction of Account Executives or Producers.
- Manage a small book of renewal business via phone and email.
- Maintain and update client files in the database, including logging pertinent documentation.
- Utilize carrier websites for online rating and quoting.
- Conduct annual file audits for all new business and group renewals of 50 lives.
- Provide backup support to other Account Managers as needed.
- Proficiency with Microsoft Office Suite.
- Strong written and verbal communication skills.
- Ability to multitask and adapt in a fast-paced environment.
- Collaborative, team-oriented mindset.
- Willingness to learn Employee Benefits insurance coverage, underwriting, and processing.
- Dedication to high-level customer service and client care.
- Effective time management and detail orientation.
- Bachelor’s degree preferred.
- Prior insurance or administrative office experience strongly preferred.
- Competitive base salary with opportunities for bonus, profit sharing, commissions, and 401(k) match.
- Quarterly contests, annual Leader’s Trip, and ongoing career growth support.
- Comprehensive medical, dental, and vision insurance options, with HSA/FSA/HRA plans.
- Life, LTD, supplemental coverages, and pet/critical care insurance available.
- Flexible, performance-driven vacation and PTO policy.
- Relaxed dress code supporting a professional yet comfortable work environment.
