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Pioneer Bank Client Support Specialist in Albany, New York

TITLE: Client Support Specialist

LOCATION: Headquarters

REPORTS TO: Vice President - Insurance Agency Manager

CLASSIFICATION: Full Time, Non Exempt

PAY GRADE: NE 35 ($17.83-$26.73)

AVAILABILITY: Monday-Friday 8:30am-5:00pm

Position Summary:

The Client Support Specialist will provide service and administrative support for various functions of Employee Benefits, in managing all day-to-day carrier contract and licensing, as well as supports the service and sales teams as requested. Maintains agency database records related to client and carrier plan records and other required updates related to their assigned responsibilities. Works with the Account Managers, Employee Benefit Specialists, Benefit Analysts, and various carriers to maintain updated client records. The Client Support Specialist will work hand in hand with the Client Service Specialist to provide service resolutions to clients as needed.

Essential Job Functions:

  • Assist with overall group data management.

  • Process mail – opens, scans, distributes, and processes what can be done independently.

  • Process employee benefit enrollments with various carriers and databases. Contacts carriers to ensure benefits are properly implemented.

  • Responsible for maintenance and client file cleanup within Brokerage Builder.

  • Responsible to send “Good News Letters” to clients during a renewal guarantee rate period.

  • Performs periodic review and assessments of various state and federal regulations when it comes to Annual Notices and distributes them to clients upon renewal.

  • Manages the Open Enrollment process, such as ordering and creating employee benefit materials, including assembling kits as needed.

  • Manages tracking of Carrier updates and Agency information in Brokerage Builder.

  • Provide support to the service and sales team (Prep Files, Copies, Faxing, Mailings, Marketing Materials, Correspondence, ordering office supplies and miscellaneous tasks as needed).

  • Run various reports: updates New and Lost Sales Report; runs 150 Day Renewal Report and gives to Benefit Analyst to see what groups need an updated census and send out Census Requests; runs previous month policy report for all policies that have been renewed in Brokerage Builder; requests Census and confirms receipt.

  • Research latest trends and healthcare topics to create Email Campaigns and webinars through Broker Briefcase.

  • Assists the Client Service Specialist in servicing employee benefit questions and claims.

    Education & Experience:

  • A High School Diploma or GED required.

  • 2 years in employee benefits administration, insurance claims administration, or other financial services related experience preferred.

  • 2+ years college or equivalent experience preferred.

  • Must have Life, Accident & Health licenses or must be obtained within 1 year of starting the position.

  • Experience with basic office automation software, such as Microsoft Word, Excel and Outlook.

  • Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice if needed.

  • Ability to travel to seminars and classes in order to increase job knowledge.

    As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

    The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.