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Client Service Specialist

Role overview

Qualifications

  • 3+ years in a client-facing service role with self-funded health insurance and/or third-party benefit plan administration experience
  • Firm understanding of health insurance terminology, funding styles, and health savings accounts.
  • Exceptional problem-solving and customer services skills with the ability to manage and prioritize various cases.
  • Effective written and verbal communication skills.

Responsibilities

  • Serve as the day-to-day contact for assigned employer groups and broker partners.
  • Respond promptly to client inquiries regarding plan design, eligibility, claims processing, and benefit administration.
  • Maintain a high level of professionalism and responsiveness in all interactions.
  • Assist in onboarding new groups, ensuring proper setup of plan documents, and billing processes.
  • Research and resolve client issues related to claims, enrollment, and system discrepancies in collaboration with internal departments.
  • Monitor compliance with regulatory requirements (ERISA, HIPAA, ACA) and company policies.
  • Support the preparation of client reporting, including claims utilization, cost trends, and performance summaries.
  • Assist account managers with renewal processes, plan changes, and open enrollment support.
  • Track and maintain accurate client records in CRM and administrative systems.
  • Work closely with underwriting, claims, and IT teams to resolve issues and maintain data integrity.
  • Provide feedback to leadership on process improvements to enhance client satisfaction.

Key facts

Other skills

  • Problem Solving
  • Communication
  • Plan Execution
  • Customer Service
  • Teamwork
  • Time Management

About the company

MotivHealth logo

MotivHealth

Unknown

Company details

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Job description

We are seeking a Client Service Specialist with a background in self-funded health insurance plans and third-party benefit administration (TPA). This role is essential in delivering superior service and support to employer groups, brokers, and internal teams.

You must have a desire to solve problems quickly and the ability to effectively communicate with a wide range of internal and external partners. You’d be joining a highly functioning team that supports the overall success of our company’s growth strategy.


HERE'S WHAT YOU'LL DO IN THIS ROLE:

  • Serve as the day-to-day contact for assigned employer groups and broker partners.
  • Respond promptly to client inquiries regarding plan design, eligibility, claims processing, and benefit administration.
  • Maintain a high level of professionalism and responsiveness in all interactions.
  • Assist in onboarding new groups, ensuring proper setup of plan documents, and billing processes.
  • Research and resolve client issues related to claims, enrollment, and system discrepancies in collaboration with internal departments.
  • Monitor compliance with regulatory requirements (ERISA, HIPAA, ACA) and company policies.
  • Support the preparation of client reporting, including claims utilization, cost trends, and performance summaries.
  • Assist account managers with renewal processes, plan changes, and open enrollment support.
  • Track and maintain accurate client records in CRM and administrative systems.
  • Work closely with underwriting, claims, and IT teams to resolve issues and maintain data integrity.
  • Provide feedback to leadership on process improvements to enhance client satisfaction.


HERE'S WHAT WE ARE LOOKING FOR:

  • 3+ years in a client-facing service role with self-funded health insurance and/or third-party benefit plan administration experience
  • Firm understanding of health insurance terminology, funding styles, and health savings accounts.
  • Exceptional problem-solving and customer services skills with the ability to manage and prioritize various cases.
  • Effective written and verbal communication skills.
  • Passion for changing the healthcare landscape, using innovation to drive better outcomes, making the healthcare experience more positive and more affordable.


HERE'S WHAT WE OFFER:

  • Competitive Annual Salary
  • Affordable health, vision, and dental insurance for you and your family
  • Company contributes up to $2,300 to Health Savings Account annually
  • Wellness program that contributes money towards your HSA
  • Company automatically contributes 3% of salary into retirement plan
  • Career development and growth opportunities
  • Flexible Time Off & 10 paid holidays per year

 

 

MotivHealth is a dynamic and mission-driven health insurance company dedicated to disrupting the status quo by making healthcare simpler and more affordable for our members. We believe in empowering our members to take control of their health and financial well-being. Our innovative approach requires a team of passionate, talented individuals who aren't afraid to challenge conventional thinking and build solutions that truly make a difference. If you're looking to contribute your skills to a company that values innovation and positive impact, MotivHealth is the place for you.

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MR

Marcus Rivera

Chief Revenue Officer

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