What are the responsibilities and job description for the Client Service Assistant - Employee Benefits position at Sterling Seacrest Pritchard?
Client Service Assistant
The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.
A DAY IN THE LIFE: https://youtu.be/PZ-V0W8RH2k
WHAT YOU’LL DO (Essential Job Tasks)
As a Client Service Assistant, you will provide support and assist with the following:
Learn more about what we do: https://sspins.com/
We are Selfless, Stewards of our Partnerships.
We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ
And we’re here to support you!
Perks/Benefits
Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.
The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.
A DAY IN THE LIFE: https://youtu.be/PZ-V0W8RH2k
WHAT YOU’LL DO (Essential Job Tasks)
As a Client Service Assistant, you will provide support and assist with the following:
- Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions
- Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
- Cultivation of carrier and client relationships
- Marketing efforts and plan implementation for new business and renewals
- Preparation and presentation of analysis for renewal and marketing results
- Preparation of enrollment materials and presentations
- Set up and maintenance of benefit administration systems
- Maintenance of client information in Agency Management System
- Eligibility services including employee additions and terminations for select employer groups
- Monthly, quarterly and annual reporting
- Auditing invoices and eligibility
- Other tasks as assigned
- Attention to detail
- Time management and workflow prioritization
- Effective oral and written communication
- Eagerness to learn
- Proactive problem solving
Learn more about what we do: https://sspins.com/
We are Selfless, Stewards of our Partnerships.
We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ
And we’re here to support you!
Perks/Benefits
- Flexible PTO
- Health Insurance (Medical/Dental/Vision)
- Safe Harbor 401K (We contribute 3% regardless of whether you do!)
- Dress For Your Day
- Flexible Work Schedule
- Clear Growth Path
- In-House Continuing Education
- Team Outings & Events
- Community Outreach
Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.