Client Services Administrator

A Leavitt Group affiliate, One Source Advisors in Dublin, OH provides innovative and cost-effective employee benefit solutions and is committed to providing their clients with the highest level of customer care.

As the Client Services Administrator you will process memberships on behalf of assigned clients. Client relationships are cultivated and nurtured through exemplary contact, timeliness of response and the detail of information.

Specific duties will include:

Thorough screening and accurate completion of documentation is submitted for processing by client,

Process documentation with respective carrier via their preferred method of submission.

Keep Agency Management System current to document actions taken and manage the client’s employee file.

Understand the membership process, with respect to our many carriers.

Assist in maintaining the membership manual.

Specific duties will include the scheduled production of reports and any necessary subsequent contacts.

Resolving billing issues for assigned clients.

Researching and answering claim and benefit questions.

Addressing client delinquencies.

Research and coordinate resolutions with the client.

Administrative Duties

Assist with general administrative functions including greeting clients, visitors and prospects whether on the phone or in the office in a prompt and courteous manner.

Manage client database.

Handle all assigned administrative functions of any new sale.

Duties include managing quoting system, e-enrollment when available, sales assistance to prep materials and packets for employee meetings and audits.

Renewal Sales

Handle all assigned administrative functions of any renewal sale.

Duties include but may not be limited to account set-up and completion in quoting system, the tracking of renewal receipt, e-enrollment, and sales assistance.

Prep materials and packets for employee meetings, audits of enrollment and billing and, keep the agency management system up to date.

Generate assigned reports on assigned due dates throughout the year.

Maintain accurate information in the Agency Management System.

An ability to prioritize and work under deadlines

Benefits

Leavitt Group offers a competitive hourly wage between ($ 25.00-27.00/ hr )with a benefit package that includes a HSA health plan, dental, vision, FSA, Life insurance and a 410 K with company matching. The company offers a Wellness program that contributes to the HSA account and an Employee Assistance Program.

Interested candidates are encouraged to apply!

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