Benefits-Service Coordinator
- Problem solved, analyzed, and researched client requests with internal and external stakeholders
- Cultivated impactful relationships with clients drove business development by delivering product knowledge
- Secured client retention by driving service and product benefits, features and recommendations around clients' needs
- Kept accurate records of customer interactions to be used for training, quality assurance, and future reference
- Used CRM to research, record, and respond to client requests
- Attended ongoing and professional development opportunities to become a product expert
- Ensured privacy according to HIPPA guidelines
- Drove customer satisfaction by solving cases while professionally engaging expertise in a customer service centric hand-off from another team
- Recommended process changes and administrative procedure updates
- Responsible for having knowledge of benefit accounts I.E
- HSA, FSA, HRA, Commuter plans and Dependent Care plans
- Met and exceeded call time requirements and ensured the client had everything in a timely manner
- Which resulted in quarterly bonuses
- Provided support to clients and partners communicating through phone and email
- Worked as an extension of our clients HR team being their source of knowledge of plans
- Supplied a hands-on approach with clients walking them through administrative tasks according to plans as well as how to complete imports of Demographic, Enrollment and Contribution files that would be placed in participant accounts
- Handled import errors and advised corrections
- Provided admin portal navigation to clients and gave a walkthrough on how to complete daily weekly admin tasks I.E creating profiles for new hires
- Educated clients on claim denials, eligible expenses
- Advised on plan structures and plan renewal processes
- Simplified benefits administration with empathic above and beyond service to clients and brokers via phone
- Strong conflict resolution skills
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Resolved customer complaints and issues to drive satisfaction and loyalty.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
