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Client Services Representative - Employee Benefits & HR

Date:  Aug 30, 2022

Birmingham, AL, US, 35243

Onsite or Remote:  Hybrid
Company Name:  Valent Group

Valent Group is a privately held independent risk consulting firm based in Birmingham, Alabama, with multiple locations in the southeastern United States. These offices provide all lines of insurance in partnership with specialized carriers. Valent Group was named a 2018 Best Practices Agency by the Independent Insurance Agents & Brokers of America and has the backing of EBSCO Industries, Inc., a global corporation which began in 1944 and now owns more than 20 businesses in a variety of industries. We offer competitive salaries and benefits, including medical/dental/vision plans, life insurance and other ancillary benefits, profit sharing, employee perks and more.


Do you have a knack for attention to detail? Enjoy working on multiple projects? We are looking for a Client Services Representative with a passion for customer service to join our Employee Benefits team. This person will assist our Employee Benefits Consultants with overseeing the day-to-day customer and policy service on accounts.


It’s not just what we do, but how we do it. To thrive on our team, you will also need to bring a:


Passion for service, our clients, and their insurance programs.

A responsive, can-do Attitude, which is at the center of our service.

Curiosity to solve problems through innovative and out-of-the box services.

Team-oriented, working with others to get the job done.


This is what we believe it takes to deliver a Fortune 1000 customer experience to our middle market clients. And we believe our clients and their employees deserve nothing less.


In this role you will:


  • Ensure compliance with professional standards including templates, client calendars and peer review.
  • Assist with developing employee communication strategy and the execution of this strategy including providing resources to facilitate the open enrollment process.
  • Assist in facilitating necessary carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, researching issues, contracts, plan changes and necessary amendments.
  • Work with the consultant in resolving client issues via phone or email.
  • Review plan documents for compliance and accuracy. Ensures benefits are accurately reflected and information is included where appropriate. Follows up with the carriers as appropriate.
  • Provide support with the entire benefit life cycle from strategy creation, marketing, open enrollment, and post enrollment administrative tasks.
  • Maintain all appropriate documents in proper files while adhering to filing structure and naming conventions.
  • Provide administrative assistance to include scheduling appointments, creating, and running reports, reconciling invoices, mailing client packages, requesting various documents from carriers including renewals, gathers signatures from various parties on plan contracts, updating contacts with various entities, and more.
  •  Responsible for maintaining the client database system.


You have:


  • High School Diploma
  • Life & Health insurance license, or obtain within 90 days (employer paid)
  • Proficiency in Word, Excel, and PDF
  • PowerPoint creation experience
  • Exceptional customer service and interpersonal skills
  • Exceptional written and verbal communication skills
  • Excellent follow-up skills
  • Extremely organized
  • Work in a fast-paced environment


You May Have:


  • Bachelor’s Degree, preferred
  • Employee benefits experience is a plus


We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex, pregnancy status, age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. We comply with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.

Nearest Major Market: Birmingham

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