Client Service Representative and Billing Coordinator - Richardson, United States - Higginbotham Insurance Agency

Description

Financial Benefit Services (FBS) , a

Higginbotham partner,hasan immediate opening for a

Client Service Representative

in

Frisco, TX .

The primary functions of a Client Service Representative are to coordinate workflow with Account Executive for clients and to establish depth in the client relationship.

A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, focused on successfully outcomes, promotes teamwork, promotes and shares best practices, willingness to help others.

Must have experience and/or exceed expectations for promotion for a period for proven success record. Relies on extensive experience and judgement to plan work and accomplish department goals. Minimal supervision necessary. Has experience with mentorship and decision making.

The essential functions include but are not limited to the following:

Coordinate management of client accounts with Account Executive
Prepare group meeting and enrollment materials for client
Conduct group meetings and employee enrollments, as needed, and assist with new hire enrollments throughout the year
Provide training to client on technology enhancements, online enrollment system and benefit plans
Effect changes in coverage as needed by client in THEbenefitsHUB
Troubleshoot and resolve issues (claims, eligibility, etc) with third party vendors on behalf of client and their employees
Maintain quick, clear and professional communication with client, carriers and team members via email/Internet/voice
Assist with Life Insurance updates in THEbenefitsHUB including approving, denying, and closing coverage and notifying client timely of payroll changes
Assist in billing processes including resolution of billing discrepancies in coordination with Account Executive and client, and possibly working as a billing coordinator for the client
Must have thorough understanding of billing and payroll processes including ability to assist with payroll updates after annual open enrollments
Must have excellent understanding of client payroll files
Conduct periodic COBRA audit and resolution of COBRA discrepancies
Communicates COBRA rate renewals annually
Completes regular audits of client data in THEbenefitsHUB including non-standard and unique audits (IMNS, post enrollment audits, eligibility audits, demographic audits, etc.)
Assist with reviewing and correcting carrier, medical/TRS, and ADI discrepancies regularly
Must have an excellent understanding of the benefit offerings and carriers affiliated with Financial Benefit Services

Good understanding of implementation processes of reenrollment preparation including assisting with Plan Sheet audits, Coop Standardization, and participation of BORs, Broker Signoffs, Renewal Meetings, etc.

Thorough understanding of continuation of coverage processes
Thorough understanding of FMLA and LOA processes and guidelines
This may include processing payroll corrections that resulted from a change of benefits due to leave of absence
Must maintain client sites, FTP sites and client SharePoint folders
Assist with life insurance, disability and other claims including troubleshooting with carrier with appealed claim decisions
Perform other duties as needed or required


Qualifications Needed:
High School Diploma
Group 1 Insurance License
At least 3-5 years' experience in customer service
Ability to travel as needed
Excellent written and verbal communication skills
Professional conduct and appearance which enhances company image
Must have exceptional computer and customer service skills
Proficient in Microsoft Word, Outlook, Excel, and PowerPoint
Advanced experience necessary
Excellent planning, organizational and time management skills
Individual should prioritize and plan work activities efficiently
Ability to effectively meet and communicate with the public
Self-managed and motivated to ensure the high standards set forth within the Company are met
Self-starter


Location:
This person will be working onsite at Frisco-ISD 5 days a week
Training will take place in Richardson office


Perks & Benefits:
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity - the potential for growth within the company

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