Senior Client Operations Specialist
VSP VisionAbout the role
Consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.
Perform all requirements needed to implement new and renewing, individually rated clients from start to finish. Determine appropriate group structure, enter data into appropriate systems, install rates, complex products and exceptions, and issue group welcome notifications and documents within established time frames.
Participate in online and/or onsite installation meetings to analyze customer requirements, system capabilities and provide recommendations for structure and membership to support group’s moderate to complex requirements.
Analyze customer requirements, provide education on company capabilities, and in collaboration with account team, provide recommendations for structure, membership, and billing to support complex group requirements and performance standards.
Review new and renewing group structure, eligibility, and rates to ensure accurate group billing, reporting requirements, and member benefit availability.
Research, resolve and accurately respond to inquiries from clients, brokers, and business partners in a consistent, accurate, professional, and timely manner. Appropriately elevate situations with high profile clients that could have company-wide impacts to help drive solutions as needed.
Participate in client meetings and work with internal business partners to address complex client requirements. Ensure client requirements are documented and communicated.
Identify, document and track trends and types of issues that may be symptomatic of larger issues; escalate to the appropriate contacts and work with leadership to develop solutions.
Identify revenue growth opportunities when communicating with clients and brokers and forward leads to appropriate sales partners.
Identify at-risk client and brokers, based on established triggers, and notify sales partners to help retain business.
Execute and oversee client contract related activities to ensure legal and regulatory requirements are met. Partner with Intake Support and the account team on contract issues and exceptions that are approved by leadership.
Manage process for producing documents to compile contracts, including policies, amendments to the contract, 5500 forms etc., edit specifications to ensure legal obligations are met. Quality review documents for accuracy.
Comply with data integrity and security policies.
Help onboard and mentor new teammates and flex, as needed to support the business need.
Job Specifications
Typically has the following skills and abilities:
Two to four years’ Customer Service or Account Service experience, or equivalent experience demonstrating the ability to build effective relationships and resolve a variety of issues
Preferred one year of Client Operations Specialist experience or related
Excellent communication and interpersonal skills to effectively communicate with internal and external business partners
Critical thinking and analytical, with a solution-oriented approach to work
Must be detail oriented and accurate
Strong organization and time management skills to prioritize multiple tasks
Proven problem solving, negotiations and decision-making skills
Ability to work well and be comfortable with ambiguity and change
Demonstrate proficiency in MS Office applications
Must be available to work within the full range of division hours of operation
#LI-VISIONCARE
Compensation range for the role is listed below. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. As a part of the compensation package, this role may include eligible bonuses and commissions. For more information regarding VSP Vision benefits, please click here.
Salary Ranges: $17.85 - $28.88VSP Vision is an equal opportunity employer and gives consideration for employment to qualified a
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