Assistant Client Service Specialist

Marshall and Sterling Inc seeks an Assistant Client Service Specialist to support our Employee Benefits team. You will assist with benefit enrollments, renewals, documentation, and client inquiries, ensuring accurate, timely service. Partnering with consultants, carriers, and internal teams, you'll help prepare proposals, maintain data, and resolve issues. In our collaborative, community-focused culture, you'll gain training, mentorship, and growth opportunities in employee benefits and insurance services.

Responsibilities

• Support client service team with day-to-day administration of employee benefit accounts

• Assist with enrollments, terminations, and changes in benefits platforms and carrier portals

• Prepare proposals, renewal materials, presentations, and client communications

• Respond to client and employee inquiries regarding eligibility, coverage, and claims escalation

• Maintain accurate policy, enrollment, and compliance documentation in agency systems

• Coordinate with carriers, vendors, and internal departments to resolve service issues

• Track deadlines for renewals, open enrollment, billing, and compliance deliverables

• Generate reports and analyze basic benefits data to support client recommendations

• Ensure adherence to regulatory requirements and internal procedures

• Participate in training to build knowledge of employee benefits products and services Required Skills

• Employee benefits administration

• Health, dental, vision, and ancillary benefits knowledge

• Insurance carrier and benefits platforms

• Data entry and database management

• CRM or agency management systems (e.g., Epic or similar)

• Microsoft Excel and reporting

• Client service and professional communication

• Benefits enrollment and renewal support

• Basic compliance understanding (COBRA, ACA, ERISA basics)

• Document preparation and presentation support