Client Associate

This is a fully remote position, open to applicants in Oregon, +1 more state.

📋 Description

• Independently execute essential client service and operational functions related to onboarding, renewals, open enrollment, and ongoing client assistance.

• Act as a technical expert for HRIS and enrollment systems, benefits communications, surveys, and standard reporting.

• Assess benefit contracts and materials for accuracy and completeness prior to client delivery.

• Address complex client inquiries and manage designated lifecycle tasks with minimal supervision.

• Assist with entry-level financial analysis, claims and utilization reporting, and renewal preparation.

• Provide informal guidance to peers and aid in workflow execution by making independent decisions within established guidelines.

⛳️ Requirements

• Minimum of 1 year of relevant experience.

• Proficiency in technical applications: OE guide applications.

• Basic understanding of the client lifecycle.

• Must obtain and pass the Life & Health License within the timeframe required by state regulations.

🏝️ Benefits

• Annual Performance Bonus

• Stock Purchase

• Medical Plans

• Prescription Drugs

• Dental

• Vision

• Family Assistance Program

• FSA

• HSA

• Pre-Tax Parking Plan

• 401(k)

• Life/AD&D

• Accident insurance

• Critical Illness insurance

• Hospital Indemnity

• Long Term Care

• Short-term Disability

• Long-term Disability

• Business Travel Accident insurance

• Identity Theft protection

• Paid Time Off

• Flexible Work Options

• Paid Holidays

• Sabbatical

• Gift Matching

• Well-Being Stipend

• Personal and Professional Development