CASY-MSCCN Jobs

OhioMeansJobs|Cleveland-Cuyahoga County is sourcing Client Client Service Administrator - Group Benefits for a Insurance broker in Downtown Cleveland.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

[JOB PURPOSE]{.underline}

Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

[ESSENTIAL DUTIES AND RESPONSIBILITIES]{.underline}

• Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.
• Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.
• Serves as a client contact and identifies and assesses customer's needs quickly and accurately; solves problems systematically, using sound business judgment.
• Responds to enrollment, billing, claims, and other administrative issues; ensures a complete solution is provided to the client's satisfaction; documents the details and outcomes of each support event.
• Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.
• Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal.
• Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately.
• Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.
• Supports the client's integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.
• Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.
• Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client.
• Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.
• Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.
• Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.
• Delivers compliance notifications and other materials at the direction of the Client Manager.

• Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit.

   

[PERSONAL CHARACTERISTICS]{.underline}

The specific personal traits req