Client Specialist

Job Summary

A company is looking for a Client Specialist to support the administration of Group Universal Life and Group Variable Universal Life coverages and client servicing.

Key Responsibilities

• Oversee and manage incoming and outgoing files related to eligibility, billing, and payments
• Identify, reconcile, and process file discrepancies and resolve suspense items related to premium payments
• Partner with internal teams to deliver seamless client service and recommend operational improvements

Required Qualifications

• Bachelor's degree or equivalent work experience
• Strong Microsoft Office skills, especially in Microsoft Excel
• Knowledge of Group Insurance and/or related industry products preferred
• Ability to manage multiple priorities and excellent organizational skills
• Minimum of 5 years of Insurance or Financial Services experience is a plus