Client Relations Specialist

Position: Client Relations Specialist

Firm: Senior Benefits Plus

Location: Kansas City, MO

Overview:

Senior Benefits Plus with a location in Kanas City, MO is an established and client-focused insurance agency dedicated to delivering exceptional support and guidance to our valued clients. We are seeking a Client Relations Specialist to join our dynamic team. Your days will be filled with supporting the team, assisting clients, and contributing to an office culture that’s positive, supportive, and never boring. The ideal candidate is passionate about building a long-term career in the insurance industry and eager to play a key role in the growth of our business.

What you’ll do:

• Answer calls in a friendly, positive, and warm manner related to billing, coverage, and claims assistance
• Explain plan details in simple, clear terms clients can easily understand
• Handle basic policy questions without escalating to an agent when possible
• Assist with claims issues or direct clients to the appropriate carrier as needed
• Effectively manage and resolve client issues
• Submit applications when agents are unavailable
• Track and monitor pending policies through to approval
• Resolve underwriting issues and quickly correct missing or incomplete information
• Ensure policies are issued (“placed in force”) accurately and efficiently
• Schedule annual client reviews and appointments
• Assist agents during Annual and Open Enrollment Period (AEP/OEP) outreach initiatives
• Track clients who are up for plan changes and flag at-risk clients
• Maintain up-to-date and accurate client records
• Accurately document client interactions and conversation details in the CRM (Go High Level) database
• Track notes and ensure all required documentation is properly recorded
• Properly tag and categorize leads and clients for effective outreach and reporting

What We’re Looking For:

• High School Diploma
• 3 years’ experience in a professional office environment and/or delivering professional customer service
• Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft Office Suite including Excel and CRM (Go High Level)
• Self-starter who takes initiative and works well independently
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Excellent communication; written and verbal
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Embraces change and adapts quickly to evolving processes

Bonus Points:

• Financial industry experience
• Canva experience

What You’ll Get:

Pay & Perks:

• Starting at $50k/year bonus potential
• PTO

Schedule:

• In office: Monday – Friday, 9am-5pm (December 8 – September 30)
• In office: Monday – Friday, 9am-6pm (October 1 – December 7 to support annual enrollment period)

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com