- Understand client business, issues, and needs thorough required proactive phone contact; Works with peers to build and maintain positive ongoing client relationship.
- Provides continual education to client on Reliance processes, policies, and procedures, including web-site services and navigation.
- Working as team, to respond to customer inquiries regarding coverage questions, billing issues, underwriting status updates and other aspects of the benefit plans
- Work closely with resolution specialist in billing, underwriting, claims, and other internal departments to facilitate smooth operational functions. Must maintain thorough knowledge of all service activities associated with assigned clients. Must present complete understanding of all issues to client to ensure a seamless client experience.
- Utilize the best practices and follow standard operating procedures. Also, identify internal process, policy, procedure or technology issues that may be adversely impacting client satisfaction. Work with Regional Service Manager to identify and implement solutions.
- Contribute to and participate in departmental and organization-wide projects and committees designed to enhance service, improve efficiency, and improve knowledge.
- New Producer set up for accurate information in internal systems
- Associates Degree required; Bachelor's Degree preferred
- 0 - 1 years of related experience
- Related experience preferred but will consider self-starter with good skills.
- State Insurance License preferred
- Demonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. The position must balance the needs of the client with that of the business
- Strong communication skills
- Ability to build and maintain collaborative working relationships at all levels
- Planning and organization skills, multi-tasking
- Proven analytical skills
- Ability to prioritize incoming customer queries and maintain the RSL responsiveness commitment
- Ability to adapt to change
- Ability to work independently
- Computer proficiency in Excel and Word
- Ability to represent Reliance in a professional manner
- Knowledge of group insurance, products, contracts, and services
- Understanding of state regulations applying to group plans
- Knowledge of underwriting principles and practices
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council
- Integrity
- Empowerment
- Compassion
- Collaboration
- Fun
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Client Service Representative - Overland Park, United States - Reliance Standard
Description
Job Responsibilities and RequirementsHours for position: 7:30a to 4:30p Central Time
Assume overall responsibility for managing the small group market 2-9 SmartChoice business through the MGA broker partnership.
This role serves as the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan.
Account ManagementRequired Knowledge, Skills, Abilities and/or Related Experience:
Ability to Travel:
None
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that creating a more diverse, equitable and inclusive culture allows us to realize more of our potential.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
Our Values:
Reliance Matrix is an equal opportunity employer.
We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation.
We assure you that your opportunity for employment depends solely on your qualifications.#LI-Hybrid #LI-AS1
