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Client Services Specialist-Employee Benefits

Date: Apr 9, 2019

Location: Birmingham, AL, US, 35243

Company: EBSCO Industries Inc

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 Specialist with a passion for customer service to join our Employee Benefits team. 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.


Primary Duties/Responsibilities:

  • Requests renewals and plan documents from carrier partners
  • Provides support on all post-renewal administrative tasks
  • Facilitates the workflow on documentation/signature collection
  • Maintains current data in multiple data bases
  • Maintains and updates client data files on team shared drive as directed by Sr. Consultant or department procedures
  • Assists with supervision on Open Enrollment needs. Ex.  updating/creating benefit guides, preparing materials and coordinating open enrollment meetings for clients
  • Acts as liaison between client and insurance companies to independently resolve all service problems.  Specifically, assists the client in resolving billing, claim, eligibility, COBRA and customer service problems or issues.
  •  Performs audits of client invoices
  • Coordinates and assists with onboarding new clients
  • Schedules and organizes complex activities such as meetings, travel, conferences and Employee Benefits department activities
  • Retrieves information from files when needed. Establishes, develops, maintains and updates library materials for presentations, etc.
  • Works independently and within a team on special nonrecurring and ongoing projects. Acts as project manager for special projects, which may include: planning and coordinating multiple presentations, disseminating information, coordinating direct mailings, creating brochures.
  • Proofreads content for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.


Required Qualifications:

  • Proficiency with Microsoft Office Suite including Word, Excel, Outlook and Power Point.
  • A commitment to secure AL Life and Health Insurance License within one-year time frame
  • 1-2 years of administrative experience and/or customer service experience in the Employee Benefits or HR related field
  • Strong verbal and written communication skills
  • Strong organizational skills and exceptional ability to pay close attention to details
  • Self-starter and able to work independently


Preferred Qualifications:

  • Associate (AS) degree or higher
  • 1-2 years of related experience
  • Exposure or experience in the Employee Benefits industry is a plus - either with a carrier or in a corporate HR/Benefits setting



EBSCO Industries, an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.  EBSCO strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex (including pregnancy), 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.

EBSCO complies 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

Job Segment: HR, Consulting, Compensation, Human Resources, Technology, Customer Service