Senior Client Representative

???? Description

• Handle day-to-day questions and enrollment inquiries from clients with the service team.
• Prepare and distribute compliance deliverables (5500s, SPD Wraps, annual notices, ACA).
• Manage escalated and complex client issues with guidance.
• Manage enrollment processing, research, and resolve eligibility and enrollment issues.
• Manage client technology solutions in coordination with technology team.
• Back-up to the Client Managers.

???? Requirements

• Solid communication skills: written, public speaking, and presentation prep.
• Excellent virtual customer service: active listening, clear voice, professional tone.
• Minimum 2 years of benefits experience at a Brokerage preferred.
• Proficient in Microsoft Office and intermediate features.
• Ability to learn and adopt new technology systems and software.
• Works well in a fast-paced environment and can work independently.

???? Benefits

• Flexible work environment: remote, hybrid, or in-office.
• Pacific Time Zone work hours required.
• 401(k) eligibility and paid time off (vacation, sick, parental leave).
• Medical and other benefits.
• Bonus, restricted stock units (RSUs), and discretionary awards.
• Equal opportunity employer.

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