Client Consultant

Job Summary

Serving as the primary point of contact for clients and brokers, the full-time IDI Client Consultant will oversee service-related matters for assigned accounts, including cash processing, policy administration, and managing past due accounts, while working in a flexible remote environment.

Key responsibilities:

• Reconcile and apply suspense premium for IDI accounts while monitoring outstanding past due accounts to facilitate premium collection
• Communicate effectively with clients and brokers to resolve billing and service-related issues, ensuring a superior client experience
• Collaborate with internal stakeholders to implement service strategies tailored to client needs and enhance operational efficiencies

Required qualifications:

• College degree preferred or equivalent experience required
• 3+ years of experience in Customer Services, Employee Benefits, or HR administration preferred
• Technical aptitude with the ability to utilize and leverage technology and systems for problem-solving
• Introductory knowledge of the insurance business and related workflow processes preferred
• Strong Excel skills and solid mathematical aptitude