Client Account Specialist

REPORTS TO: Manager of Client Services

LOCATION: Allegiance Office or off site

FLSA STATUS: Non-Exempt

POSITION RESPONSIBILITIES:

The Client Account Specialist acts as a liaison between clients, customers, brokers and internal departments, ensuring effective and complete communication between all parties through personal, written and phone contact. The Client Account Specialist 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 Account Specialist will contribute to 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 customers, brokers, clients and Company personnel in obtaining information necessary to facilitate service for each customer group.

2. Assists customers, brokers, clients and Company personnel with questions pertaining to group health benefit plans. Resolves problems as they arise.

3. Communicates with Company management regarding specific trouble areas/clients that may need special attention.

4. Distributes information pertaining to customer accounts internally as required.

5. Complies with state and federal laws, and company policies and procedures.

6. Performs in a manner that will prevent errors and omissions.

7. Organizes and facilitates group meetings to ensure effective communication between company personnel, brokers, carriers and group contacts.

8. Responds to requests from customers, carriers and clients in a timely manner as specified by Company standards.

9. Contributes to the daily workflow with regular and punctual attendance.

10. Travels to customer sites to assist with the renewal process as necessary.

11. Oversees group mailings of information pertaining to plan changes or new laws

NON-ESSENTIAL JOB FUNCTIONS:

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

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.

Sitting 50% Reaching Some Standing 5% Manual Dexterity High Walking 45% Telephone Yes Kneeling Some Computer Screen High (visual acuity corrected to 20/30) Bending Some Lifting up to 30 pounds

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:

• Completion of the Health Insurance Associate program through the Health Insurance Association of America (may be completed on the job).
• Licensed in Life, Health, Credit Life and Disability in the state of MT (may become licensed on the job).

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

Other Qualifications:

▪ Excellent oral and written communication skills required.

▪ Ability to prioritize problems and responsibilities.

▪ Extensive PC skills, i