Client Service Associate
Quick Apply Full-time 52 minutes ago Full Job Description Client Service Associate 360benefits, Lafayette, CO, USA Why Work Here? We offer benefits, flexibility, and an in-office puppy.
Job Purpose:
Join a small consulting team that makes a big difference in the lives of our clients! 360benefits is looking for an account manager with a sharpened communication and analytical skillset to assist with a wide range of account management and administrative tasks.
Please note a cover letter is required as a demonstration of writing ability 360benefits, Inc.
Hours/Week:
35-40 Starting Salary:
$25 - $30 per hour FLSA Status:
Non-Exempt Work Environment:
360benefits home office.
Potential for hybrid work after 6-9 months of training.
Benefits:
Up to $375 per month towards company medical, dental and vision.
Generous PTO.
Required Skills and
Experience:
Intermediate to advanced computer skills including Excel, Outlook, MS Word, and PowerPoint.
Professional level written and oral skills, especially email communication and telephone reception.
Database management including data entry, record retrieval and inquiries, creating and analyzing detailed reports to communicate information to stakeholders.
History using time-management for a variety of priorities and tasks.
Detail-oriented focus with strong math and analytical skills.
Experience in a professional environment supporting both internal and external clients.
Desired Skills:
Familiarity with health insurance or benefits terminology.
Experience in a health insurance brokerage, HR, benefits, accounting, or payroll role.
Ease, Salesforce, or other client relationship management systems (CRMs).
PandaDoc, Jotform, Microsoft Teams, Adobe Pro, and Adobe Sign (or other e-sign applications).
Manipulating pictures in graphic design applications, including inserting graphics and formatting into other programs.
Tasks:
Benefit Admin and Agency Management System - database maintenance.
Accurately keying information into databases or software user interfaces.
Follow templates to add groups, update plans, postings, etc.
Assist with tracking employee enrollment progress.
Assist clients with technical portal and login issues, etc.
Setup and monitor task progress and completion.
Create, edit, and run reports.
Eligibility maintenance Assist with processing employee eligibility changes with insurance carriers.
Client Management Support Update templates and prepare client documents for annual renewal.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Use Excel to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, graphs, and pivot tables.
Create and update documents in MS Word including mail merge, formatting text, tables, and pictures.
Work closely with broker to prepare client proposals and renewal illustrations.
Prepare carrier paperwork for submission.
Assist with policy implementation under the direction of broker.
Organize client electronic files and follow file naming conventions.
Assist in publishing employee communication materials.
Office support Maintain office files and carrier resource folders.
Recordkeeping maintenance.
Answer phone to direct calls or provide information.
Service Assistance - Under guidance of Account Manager Assist with responses to basic client/employee inquiries Enrollment and eligibility issues Accounting and billing issues Invoice reconciliation About 360
Benefits:
Check us out at www.
360benefitsonline.
com Job Type:
Full-time Pay:
$25.
00 - $30.
00 per hour
Benefits:
Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Work from home Schedule:
Day shift Monday to Friday Ability to commute/relocate:
Lafayette, CO 80026:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Please send a short cover letter that demonstrates your professional writing ability to kay@360benefitsonline.
com Work Location:
Hybrid remote in Lafayette, CO 80026 Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
Job Purpose:
Join a small consulting team that makes a big difference in the lives of our clients! 360benefits is looking for an account manager with a sharpened communication and analytical skillset to assist with a wide range of account management and administrative tasks.
Please note a cover letter is required as a demonstration of writing ability 360benefits, Inc.
Hours/Week:
35-40 Starting Salary:
$25 - $30 per hour FLSA Status:
Non-Exempt Work Environment:
360benefits home office.
Potential for hybrid work after 6-9 months of training.
Benefits:
Up to $375 per month towards company medical, dental and vision.
Generous PTO.
Required Skills and
Experience:
Intermediate to advanced computer skills including Excel, Outlook, MS Word, and PowerPoint.
Professional level written and oral skills, especially email communication and telephone reception.
Database management including data entry, record retrieval and inquiries, creating and analyzing detailed reports to communicate information to stakeholders.
History using time-management for a variety of priorities and tasks.
Detail-oriented focus with strong math and analytical skills.
Experience in a professional environment supporting both internal and external clients.
Desired Skills:
Familiarity with health insurance or benefits terminology.
Experience in a health insurance brokerage, HR, benefits, accounting, or payroll role.
Ease, Salesforce, or other client relationship management systems (CRMs).
PandaDoc, Jotform, Microsoft Teams, Adobe Pro, and Adobe Sign (or other e-sign applications).
Manipulating pictures in graphic design applications, including inserting graphics and formatting into other programs.
Tasks:
Benefit Admin and Agency Management System - database maintenance.
Accurately keying information into databases or software user interfaces.
Follow templates to add groups, update plans, postings, etc.
Assist with tracking employee enrollment progress.
Assist clients with technical portal and login issues, etc.
Setup and monitor task progress and completion.
Create, edit, and run reports.
Eligibility maintenance Assist with processing employee eligibility changes with insurance carriers.
Client Management Support Update templates and prepare client documents for annual renewal.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Use Excel to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, graphs, and pivot tables.
Create and update documents in MS Word including mail merge, formatting text, tables, and pictures.
Work closely with broker to prepare client proposals and renewal illustrations.
Prepare carrier paperwork for submission.
Assist with policy implementation under the direction of broker.
Organize client electronic files and follow file naming conventions.
Assist in publishing employee communication materials.
Office support Maintain office files and carrier resource folders.
Recordkeeping maintenance.
Answer phone to direct calls or provide information.
Service Assistance - Under guidance of Account Manager Assist with responses to basic client/employee inquiries Enrollment and eligibility issues Accounting and billing issues Invoice reconciliation About 360
Benefits:
Check us out at www.
360benefitsonline.
com Job Type:
Full-time Pay:
$25.
00 - $30.
00 per hour
Benefits:
Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Work from home Schedule:
Day shift Monday to Friday Ability to commute/relocate:
Lafayette, CO 80026:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Please send a short cover letter that demonstrates your professional writing ability to kay@360benefitsonline.
com Work Location:
Hybrid remote in Lafayette, CO 80026 Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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