TYPE: direct hire

　　PAY: $23.50-$24.50/hour

　　HOURS: 37.5 hours/week Monday through Friday

　　LOCATION: 100% remote

　　MUST-HAVEs:

　　-2 years benefits or HR exp. Ex: need to know what a deductible is

　　-2 years office experience, anywhere (Just not fresh out of college)

　　-advanced level Excel skills

　　-analytical mindset. Be able to pick up if something is not looking right - not just plugging in numbers.

　　JOB DESCRIPTION:

　　Client Benefit Services, LLC

　　Job Description

　　Title: Client Services Account Representative

　　FLSA Status: Non Exempt (Hourly)

　　Schedule: 37.5 hours Monday through Friday

　　Reports to: Manager, Client Relations

　　Department: Client Relations

　　Employment Status: Full Time

　　Supervisory Responsibilities: No

　　Date Created/Last Evaluated: Nov 2023

　　Summary This position will provide administrative support to the VP of Sales, Regional Sales Directors, Client Relations Directors, and Manager, Client Relations. The primary responsibilities of this position will be gathering data and developing financial quotes and presentations for contract renewals and for prospective clients. This position also will track policy documents and contracts as well as generate reports on an as-needed basis. Responsible for monthly reports for all clients.

　　Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

　　Minimum Qualifications

　　• High School graduate

　　• Stop Loss experience

　　• 2 years of related experience, may train the proper candidate

　　Knowledge, Skills and Abilities

　　• Knowledge of employee benefits and/or stop loss

　　• Must have extensive knowledge and proficient use of Excel (pivot tables, vlookup, formulas)

　　• Must have an analytical mindset - ability to analyze reports, proposals, etc

　　• Work independently with minimal supervision

　　• Ability to communicate effectively with others using spoken and written communications

　　• Capable to take care of the customers' needs while following company procedures.

　　• Strong attention to the minute details

　　• Must be able to get along well with a variety of personalities and individuals.

　　Essential Functions

　　• Prepares a Request for Proposal (RFP) to send to underwriters for financial terms of new business and renewal business

　　• Gathers information from service consultants, brokers, carriers and other appropriate vendors to complete calculation sheets for new business and renewals.

　　• Communicates with consultants, carriers, vendors, and preferred provider organizations insure deadlines are met

　　• Reviews quotes sent by the carriers for accuracy.

　　• Cross trains on reports.

　　• Prepares, reviews and distributes periodic reports to clients.

　　Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role.

　　Work Environment This job is a remote work-from-home position. Local candidates may also work at the corporate office, occasionally.

　　The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.