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Client Service Associate, Customer Service (Long-Term Care)

Role overview

Qualifications

  • Prior experience in account management, customer service, or a similar client-facing role.
  • An active insurance license (e.g., Life and Health with LTC state certification) or availability to obtain a license upon hire.
  • Advanced proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook); prior experience utilizing Customer Relationship Management (CRM) software, a plus.
  • A high level of accountability and ownership of work.

Responsibilities

  • Deliver exceptional customer service to address phone and e-mail inquiries, resolve issues, and provide timely assistance to LTC policy owners throughout the client lifecycle.
  • Hold (or be available to obtain upon hire) a valid insurance license (Life and Health with LTC state certification) to enroll employees in various benefits packages, ensuring compliance with relevant regulations and industry standards.
  • Collaborate with the Operations Program Manager to provide valuable insights for process enhancements based on experience and customer feedback.
  • Stay updated with industry trends, regulations, and best practices in employee benefits enrollment and customer success management.

Key facts

Other skills

  • Customer Service
  • Microsoft Office
  • Time Management
  • Teamwork
  • Resourcefulness
  • Communication
  • Adaptability

About the company

Eclaro logo

Eclaro

Human Resources Services

Eclaro is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines. We deliver best-in-class talent solutions through strategic staffing, custom outsourcing & offshoring, and permanent placement for global clients ranging from innovative start-ups to Fortune 50 companies. Every client experience is bespoke, never one size fits all. Our passion is building long-term relationships, collaborating on creative solutions and solving unique challenges by providing the right people with the right expertise for every business. Giving back to our communities, supporting our employees and serving our clients are the inspiration for our philosophy: the Right People are the Answer. Strategic Staffing and Permanent Placement: Eclaro recruits and manages highly skilled technical and business professionals, allowing our clients to supplement their internal capabilities and staff. We offer recruiting for permanent placement as well as retained search of professionals and executives, delivering a superior selection of candidates to meet client needs. Custom Outsourcing & Offshoring: Through our four global delivery centers in Metro Manila in the Philippines, Eclaro provides dedicated IT and business professionals for myriad industries. Our customized engagement model enables our clients to boost productivity with superior talent and lower costs while maintaining operational control. Honors & Awards Include: Best of Staffing Talent and Client - 2022 (ClearlyRated) Global Impact Sourcing Award - 2021 (IAOP and Rockefeller Foundation) 2022 Global Outsourcing 100 List (IAOP and FORTUNE) Top 10 BPO (Outsource Accelerator) For more information, visit eclaro.com and find out why the Right People are the Answer. Interested in joining our incredible team? Eclaro's current openings can be found at eclaro.com.

Company details

Company typeLarge
IndustryHuman Resources Services
Company size1001 - 5000

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Job description

Client Service Associate, Customer Service (Long-Term Care)
Job Number: 26-00872

Be part of the Financial Services Industry. ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in New York, NY.

ECLARO’s client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Position Overview:
  • The Client Service Associate, Customer Service (Long-Term Care) position is an integral part of a 6-person team.
  • The role is central within the organization and is responsible for ensuring our clients' satisfaction and success throughout their benefits enrollment journey.
  • Will be responsible for providing expert Long-Term Care (LTC) benefit enrollment guidance and delivering exceptional customer service to employees of our corporate clients.
  • The individual in this position will participate in company-wide projects that involve working with different teams.
  • Key personality traits for success include high energy and drive, the ability to work on a team and a questioning mind.
  • This is an excellent opportunity for a motivated individual to contribute meaningfully to a growing business and gain valuable experience.
  • The role is designed to accommodate flexibility, there may be occasional training sessions or meetings held either in-person or virtually to ensure a well-rounded onboarding and skill development experience.

Responsibilities:
  • Customer Service Excellence:
    • Deliver exceptional customer service to address phone and e-mail inquiries, resolve issues, and provide timely assistance to LTC policy owners throughout the client lifecycle.
    • Proactively anticipate customer needs and provide proactive solutions to enhance overall customer satisfaction.
    • Act as a liaison between customers and internal Client teams, ensuring seamless communication and efficient issue resolution.
  • Licensed Benefit Enroller:
    • Hold (or be available to obtain upon hire) a valid insurance license (Life and Health with LTC state certification) to enroll employees in various benefits packages, ensuring compliance with relevant regulations and industry standards.
    • Educate employees of our corporate clients on available LTC benefit options, coverage details, and plan features to facilitate well-informed decision-making.
    • Provide personalized support by guiding employees through the selection of benefit plans and successfully executing the enrollment process.
  • Continuous Improvement:
    • As they evolve, develop a deep, on-going understanding of the products and services Client supports to confidently address customer inquiries.
    • Collaborate with the Operations Program Manager to provide valuable insights for process enhancements based on experience and customer feedback.
    • Stay updated with industry trends, regulations, and best practices in employee benefits enrollment and customer success management.

Required Skills:
  • Prior experience in account management, customer service, or a similar client-facing role.
  • An active insurance license (e.g., Life and Health with LTC state certification) or availability to obtain a license upon hire.
  • Advanced proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook); prior experience utilizing Customer Relationship Management (CRM) software, a plus.
  • A high level of accountability and ownership of work.
  • Ability to work on a fast-paced team with specific deadlines.
  • Resourcefulness and ability to consult others to get a job done.
  • Strong ability to prioritize tasks and manage time.
  • A team-oriented, friendly collaborative attitude.
  • Ability to embrace change and adjust to evolving business needs.

Preferred Qualifications:
  • Bachelor's degree in Business, Human Resources, or a related field.
  • Strong understanding of employee benefits, especially Long-Term Care insurance.
  • Proven track record of successfully managing and growing client accounts, achieving high customer satisfaction, and driving retention.

If hired, you will enjoy the following ECLARO Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact:
Heckle Tulab
heckle.tulab@eclaro.com
212-804-7460
Heckle Tulab | LinkedIn

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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