What are the responsibilities and job description for the Client Solutions Consultant position at North Star Fertility Partners LLC?
Position: Client Solutions Consultant
International Fertility Insurance is a rapidly growing company of surrogacy insurance experts and case management professionals that provide unsurpassed support and education to intended parents seeking peace of mind as they grow their families. We pride ourselves in providing compassionate, professional service throughout our clients’ surrogacy journeys. We have experience supporting intended parents worldwide and work with surrogacy agencies, attorneys, and fertility clinics across the United States, Canada, Mexico, South America, Europe, Israel, Asia, Australia, New Zealand, and South Africa. We collaborate with more than 100 insurance companies to find the best option to meet the needs of intended parents. Learn more about us at www.goifi.com.
IFI is seeking to hire a full-time, remote, Client Solutions Consultant.
What You’ll Do:
- Assess the unique needs of domestic and international clients to recommend appropriate products and services.
- Provide personalized consultations, offering guidance, education, and recommendations tailored to each client’s family-building journey.
- Coordinate and manage consultation scheduling between clients, professional partners, and internal team members.
- Utilize consultative sales techniques to convert leads while maintaining a strong focus on client education, trust, and satisfaction.
- Develop and maintain expertise in IFI products and services, including staying current on industry trends, product updates, and regulatory changes.
- Clearly communicate insurance policy benefits, limitations, coverage options, and associated costs to clients.
- Gather and review required information to evaluate client eligibility and underwriting requirements.
- Maintain accurate and up-to-date client records in Salesforce, including notes, communications, documents, and case details.
- Collaborate cross-functionally to support individual and Client Solutions team goals and operational success.
- Respond promptly and professionally to client emails and phone calls, providing thorough follow-up and resolution to questions or concerns.
- Perform additional duties and responsibilities as assigned.
What You’ll Need to Succeed:
- High school diploma or equivalent required.
- Excellent written and verbal communication skills, with the ability to build strong relationships with agency clients, Intended Parents, and Surrogates.
- Strong organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced remote environment.
- Exceptional customer service skills, including empathy, professionalism, patience, and the ability to navigate sensitive or challenging conversations.
- Ability to explain complex concepts in a clear, client-friendly manner to support informed decision-making.
- Strong critical thinking and problem-solving skills, with a proactive and resourceful approach.
- Proficiency in Salesforce, Microsoft Office Suite (Word, Excel, PowerPoint), and other business software tools.
- Experience working with diverse client populations, including international clients, while delivering a high level of service.
- Flexibility and adaptability in a rapidly evolving environment, with a collaborative, team-oriented mindset.
Preferred Qualifications
- 1 years of experience in the surrogacy, fertility, or family-building industry.
- Previous experience in insurance, sales, customer service, or a client-facing role.
- Experience using Salesforce CRM.
- Familiarity with Microsoft Teams and SharePoint.
- Experience with Zoom and Calendly.
- Bilingual skills are a plus.
What are the benefits:
- A competitive health plan that includes health, dental and vision
- 401(k) with company match
- “Take What You Need” PTO
- Tuition Assistance
- Paid Holidays
- LTD/STD/Life Insurance
- Wellness Programs
- The ability to work hybrid or remote based on location
- And much more!
North Star and its companies are an equal opportunity employer. We provide opportunities without regard to race, color, religion, gender, age, national origin, disability, veteran status, sexual orientation, genetic information and gender identity or expression. The law requires an employer to post notices describing the Federal laws prohibiting job discrimination based on race, color, sex, national origin, religion, age, equal pay, disability, veteran status, sexual orientation, and genetic information and gender identity or expression. Please visit https://www.eeoc.gov/employers/eeo-law-poster to visit the “EEO is the Law” poster.