Client Service Specialist

This is a fully remote position, open to applicants in Alabama, +7 more states.

📋 Description

• Uphold exceptional levels of client satisfaction and trust through proactive communication and responsive service.

• Identify opportunities for cross-selling, upselling, and account expansion within current client accounts.

• Efficiently and accurately address and resolve complex client, account, and policy issues.

• Support the complete policy renewal process to enhance account retention.

• Collaborate with Sales, Underwriting, and Operations to promptly meet client needs.

• Professionally manage a high volume of inbound and outbound calls, emails, and service requests.

⛳️ Requirements

• Active Health Insurance License in Texas, Oklahoma, Louisiana, Mississippi, Arkansas, Alabama, South Carolina, North Carolina, Tennessee, or Georgia, required upon hire.

• Strong experience in client management, account support, or consultative sales.

• Exceptional verbal and written communication skills with proven phone presence.

• Solution-focused mindset with the ability to analyze issues and implement timely resolutions.

• Capability to prioritize tasks in a fast-paced environment while remaining adaptable to changing processes.

• Quick and accurate data entry skills, with a minimum typing speed of 35 WPM.

• PC running Windows 7 or higher, or Mac with macOS 10.1 or higher.

• Dual-monitor setup with an additional monitor is required.

• Hands-free headset.

• Working webcam.

• High-speed internet connection.

• Established business entity with an active DBA and valid EIN.

🏝️ Benefits

• Independent contractor role (1099).

• Enrollment and renewal commission available.