Client Services Administrator

We’re looking for a highly motivated, engaged, and experienced Client Service Administrator to provide support to our Director of Operations and Operations Manager. This team requires someone who enjoys working in a fast-paced environment, is comfortable taking on complex tasks and enjoys working in partnership with others both on our team and across the industry.

Job Duties will include, but are not limited to the following:

1. Prepare folders and enrollment binders.
2. Assist customers with submitting claims.
3. Answer phone and return calls.
4. Track agent licenses, state appointments and carrier appointments ensuring they are current.
5. Maintain list of agents by carrier.
6. Administrative support for calendar management – Meeting space/ Conference rooms
7. High attention to detail and strive to deliver high quality product accuracy and organization and be an active partner on our team.
8. Keep follow-up activities curr...