TheClient Services Support Analyst role will provide advanced professional support to a dedicated Client Management team focused on selling and onboarding a targeted segment of accounts. The role reports to the Client Global Health Benefits Commercial Execution Lead and works closely with their assigned Client Manager and Sales Leader on day-to-day activities. Responsibilities: - Provides administrative support to Client Manager & Sales Representative including coordinating internal and external calls on calendars and responding to general email inquiries.
- Monitor team mailbox and support tracking and triage of inquiries from internal and external audiences in a timely manner.
- Triages frequently asked questions into communications folders, and ensures responses are crafted, reviewed, and legally approved timely by various departments.
- Serve as a coordination point among Client Management, Sales, Operations, Legal, Finance, and other internal partners.
- Assists in the creation and development of sales proposals and client specific sales presentation materials.
- Supports preparing and sending application and supporting documents to clients and brokers.
- Coordinating with operational departments on new business installations.
- Maintain CRM system and Client Tracker tools per the direction of their Client Manager.
- Support Execution Office leadership team in administrative tasks including.
- Coordinate client and broker meetings including agendas, logistics, materials, and follow-up actions.
- Maintain leadership priorities, commitments, and follow-up trackers, proactively identifying upcoming deadlines or unresolved items.
- Support resolution of client and broker inquiries by identifying owners, monitoring responses, and escalating time-sensitive matters.
- Assist with client onboarding and implementation meetings, including scheduling, documentation, status tracking, and follow-up.
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| Skills: | Qualifications: - Strong organization skills with the ability to work independently and work on numerous projects at one time.
- Ability to consistently meet tight deadlines and work under pressure while anticipating the needs of Commercial team.
- Minimum of two years’ experience in an administrative support role, preferably supporting Sales or Client Management teams.
- Understanding of group insurance business strongly desired.
- Self-directed with a high level of personal accountability and responsibility.
- Excellent time management skills and enjoy working in a fast-paced environment;
- Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required.
- Knowledge of databases (salesforce.com) is strongly preferred.
- Strong communication skills (written & oral), in addition to, excellent typing skills and proofreading skills.
3 Non-Negotiable Skills: Organization and time management Strong written and verbal communication Administrative and technology proficiency |
