Client Services Representative

Service Specialist

We are seeking a dedicated Service Specialist to join our client's fast-paced, high-energy team. The Service Specialist plays a vital role in supporting one of our insurance provider clients. After implementation, you'll serve as the initial contact, resolving client needs and building positive relationships with various stakeholders, including our sales team, employer groups, and internal partners. This role combines administrative support with a strong focus on relationship management, communication, and problem-solving. While this is not a sales position, you will be supporting the sales team and their clients. We're looking for someone with strong customer-facing skills and an insurance background is a plus, especially with group worksite insurance.

Responsibilities:

• Act as the first point of contact for all incoming employer-client and agent calls and emails.
• Handle and triage a variety of requests, including policyholder terminations, providing invoices and payment status updates, running reports, and assisting with policy research and demographic corrections.
• Serve as a liaison between external clients and internal colleagues, ensuring timely follow-up on all inquiries.
• Maintain accurate and detailed documentation of all client interactions and account updates within our systems, primarily Salesforce.
• Meet or exceed departmental standards for customer satisfaction and quality.
• Handle ad hoc requests and other duties as assigned.

Requirements:

• Excellent verbal and written communication skills with a strong customer-service focus.
• Basic proficiency with computers and the ability to learn new systems.
• Experience in a customer-facing role.
• Strong organizational skills with the ability to manage a median but steady volume of email inquiries and calls.
• Ability to accurately document details and update records in a timely manner.
• Some insurance background is preferred, particularly with group worksite insurance (life, disability, or critical illness).
• Experience proving support to a project management or account management team is a plus.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training.