Logo for Corporate Central Credit Union

Client Services Support (Employee Benefits)

Role overview

Qualifications

  • 2–5 years of experience in employee benefits, insurance operations, client support, or a related field
  • Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred
  • Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows
  • Experience with CRM systems and benefit administration platforms (e.g., Employee Navigator) or similar tools

Responsibilities

  • Serve as a primary support contact for the collection, quoting, and presentation process for prospective and existing clients
  • Assist with new client onboarding, implementation, and ongoing benefit administration coordination
  • Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation
  • Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction

Key facts

Other skills

  • Microsoft Office
  • Microsoft Excel
  • Creative Problem Solving
  • Organizational Skills
  • Communication
  • Social Skills
  • Teamwork

About the company

Corporate Central Credit Union logo

Corporate Central Credit Union

Banking

Corporate Central is a federally insured financial cooperative that is strongly committed to the needs of our members. Built on the values of commitment to service, fiscal responsibility and respect for the individual, we adhere to the highest standards of integrity, professional ethics, cooperation and teamwork. A strong focus on maintaining quality partnerships with members nationwide enables us to remain firmly rooted in the tradition of "people helping people." In addition, by partnering with leading service providers, we are able to offer innovative correspondent products, investment services and lending programs to our members. Corporate Central is owned and governed by our members. A volunteer Board of Directors, elected from and by our membership, guides us to ensure the greatest level of service and utmost integrity. Our Management also plays an integral part in the success of Corporate Central in that together they bring expertise and experience that spans decades of service into the organization. They are not only committed to service, but are exceedingly knowledgeable, offer sound advice and propose solutions to problems based on experience. What makes us unique? Stewardship. We believe our core responsibility is to be sound stewards of our members' entrusted relationship with us. We take extreme care in our investment and lending decisions; knowing that our members have entrusted us to be responsible. Intertwined with the commitment of stewardship, is the responsibility to be forthcoming and transparent with all information we provide to our members about everything we do.

Company details

IndustryBanking
Company size51 - 200

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Description


Not just a job, but a career 

Looking to become part of something bigger than just insurance? Do you really want to make a difference in people's lives? Our company is not just an insurance agency - we're a team of dedicated professionals committed to helping employers thrive. Our Client Services Support will play a critical role in driving our agency’s success by helping to bring our best-in-class employee benefit solutions to credit unions, their employees, and their business clients. 


Why Corporate Central Credit Union? 

Corporate Central and our Family of CUSOs cultivate a culture of respect, ethics, teamwork, and innovation. We serve as a trusted partner and advisor to credit unions and provide this value with the same high-level of trust and appreciation we offer our employees. We believe in the power of a great team. We are motivated to passionately serve our clients and strive to learn, create, and innovate daily. 


Our insurance agency, InterLutions, is the industry’s premier Employee Benefits CUSO (credit union service organization) delivering competitive health plans, wellness solutions, and HR services to the credit union industry. 


We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. We offer flexible work arrangements so you can enjoy a healthy work-life balance. At Corporate Central you are part of a larger movement centered on "People Helping People"! 


Make a Difference 

Are you a motivated, results-driven individual who thrives on building relationships and helping people succeed? InterLutions is looking for a driven client support professional with employee benefits experience to expand our innovative “I-Care” solutions to credit unions across the country.  


We employ strategic and dynamic leaders with entrepreneurial mindsets. Our Client Services Support will work closely with clients to assess their needs and tailor our competitive health plans to meet their goals. 


Key responsibilities include: 


Client support 

  • Serve as a primary support contact for the collection, quoting, and presentation process for prospective and existing clients 
  • Assist with new client onboarding, implementation, and ongoing benefit administration coordination 
  • Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation 
  • Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction 

Technology support  

  • Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates 
  • Maintain and update benefit administration systems (e.g., Employee Navigator) and internal operational platforms 
  • Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level-funded, and ancillary) 
  • Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery  

Enrollment and renewal support 

  • Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements 
  • Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development 
  • Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners 
  • Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications

What We Offer 

  • Competitive Compensation: Enjoy a competitive base salary and performance-based bonuses. 
  • Industry-Leading Benefit Plans: Medical & ancillary, fully-funded company provided pension plan, HSA, 401k, flexible PTO, and more. 
  • Comprehensive Training: We believe in setting you up for success. Benefit from comprehensive training programs to enhance your industry knowledge and sales skills. 
  • Supportive Environment: Join a supportive team that values collaboration, growth, and celebrating achievements together. 
  • Flexible Work Arrangements: We understand the importance of work-life balance. We offer flexible work arrangements to suit your lifestyle. 
  • Career Progression: Grow with us! We offer paths for career advancement based on your skills, dedication, and performance. 
Requirements
  • 2–5 years of experience in employee benefits, insurance operations, client support, or a related field 
  • Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred 
  • Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows 
  • Experience with CRM systems and benefit administration platforms (e.g., Employee Navigator) or similar tools 
  • Proficient in Microsoft Office (especially Excel) and comfortable learning new systems and technologies 
  • Ability to prioritize deadlines and manage competing priorities, particularly during renewal and enrollment cycles 
  • Strong organizational and follow-through skills with a proactive, problem-solving mindset 
  • Excellent communication and interpersonal skills with a focus on delivering high-quality client experience 
  • Collaborative team player who can coordinate effectively with internal teams, carriers, and external partners 
  • Desire to learn, grow, and develop within the employee benefits and client service career path 

Benefits

  • Pension (fully funded by Corporate Central)
  • 401(k)
  • Health, Dental, Vision
  • Group Life and Long-Term Disability
  • Paid Time Off
  • Sabbatical Program
  • Tuition Reimbursement
  • Remote work opportunities
  • Competitive salary
  • And much more!

About InterLutions 

InterLutions is the industry’s premier Employee Benefits CUSO delivering innovative and collaborative health plans for large and small credit unions. We leverage claims data, HR technology, and pooled plans to deliver lower cost health plans with superior coverage and enhanced plan designs.


Insuring over 10,000 lives with credit union clients ranging from 1 employee to 1,000+ employees across the country, we utilize our purchasing power along with the collaborative spirit of the credit union industry to deliver enhanced benefits at lower costs. Employees are the greatest asset to our industry and deserve the very best benefits. Home | InterLutions (interlutionscuso.com) 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Customer Support Related jobs

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.