Client Service Partner

REPORTS TO: Director of Client Service & Sales

LOCATION: Physical locations in Dallas, Tx and off-site

FLSA STATUS: Non-Exempt

POSITION RESPONSIBILITIES:

The Client Service Partner acts as a liaison between clients, members, brokers and internal departments, ensuring effective and complete communication between all parties through personal, written, and phone contact. The Client Service Partner will answer questions and will trouble shoot and research any issues that arise ensuring a smooth and consistent resolution to the satisfaction of the client, while following the policies and procedures of Allegiance. The Client Service Partner will contribute to the successful business relationships between the company and our customers. Some travel will be required.

The incumbent is expected to communicate professionally with peers, supervisors, subordinates, vendors, customers, and the public, and to be respectful and courteous in the conduct of this position.

ESSENTIAL JOB FUNCTIONS:

Essential job functions include the following. Other functions may be assigned as business conditions change.

1. Assists members while working onsite with the Client, brokers, and employees. Will obtain information necessary to facilitate service and act as an extension of the Benefits and Human Resource team.
2. Assists members, brokers, clients and Company personnel with questions pertaining to group health benefit plans. Resolves problems as they arise
3. Provide backup support for the Claims Department as needed.
4. One on one employee support focusing on claims, billing, eligibility, appeals, authorizations etc.
5. Communicates with Company management regarding specific trouble areas/clients that may need special
6. Identifies any service trends and opportunities to improve service for members.
7. Distributes information pertaining to member accounts internally as
8. Complies with state and federal laws, and company policies and procedures.
9. Performs in a manner that will prevent errors and
10. Organizes and facilitates group meetings to ensure effective communication between Company personnel, brokers, carriers and group contacts.
11. Responds to requests from customers, carriers and clients in a timely manner as specified by Company
12. Contributes to the daily workflow with regular and punctual
13. Travels to customer sites to assist with the renewal process and other employee events as required.

NON-ESSENTIAL JOB FUNCTIONS:

1. Performs related or other assigned duties as required or requested.

SUPERVISION EXERCISED:

None.

PHYSICAL WORKING CONDITIONS :

Physical requirements are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

JOB SPECIFICATIONS:

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 Education: Bachelor's degree in business management/administration, human resources

Management or another discipline applicable to the health insurance industry and related service industries required.

Certification(s) Required:None

Minimum Experience: Group health insurance or HR experience is preferred.

Other Qualifications:

• Ability to find real time solutions and fix issues as they arise
• Excellent oral and written communication skills required.
• Ability to prioritize problems.
• Extensive PC skills, including Windows, Word, Excel, Access and Powerpoint.
• Ability to learn applications of the claims processing software as is necessary for report generation.
• Strong mathematical skills.
• High level of interpersonal skills to work effectively with others.
• Ability to organize and recall large amounts of information including interactions with employees, agents, and plan participants.
• Ability to read, analyze and interpret benefit summary plan descriptions, insurance documents and support members.
• Working knowledge of self-funding, excess loss coverage and insurance products such as Life, AD&D, STD and LTD.
• Ability to project a professional image and positive attitude in any work.
• Ability to be flexible, work under pressure and meet deadlines.
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to analyze and solve problems with professionalism and patience, and to exercise good judgment when making decisions.
• Ability to operate typical office equipment.
• Working knowledge of general office procedures.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel as classified.

If you require reasonable accommodation in completing the online application process, please email: [email protected] for support.