Job Description The backbone of our Client Services team, your primary job is to learn the art of complex customer service by supporting the day-to-day operations of our Relationship Managers. Starting on day one you will embark on a crash course in all things insurance and benefits support – including how to manage new accounts, respond to individual policy questions, and advise existing clients on additional or different coverage.
Designed for rapid progression, those who excel in this role will be promoted to more advanced Coordinators titles and, eventually, Relationship Manager, a role with it's own book of business and team of Coordinators to manage and support.
The ideal candidate is equal parts people-person and detail-fanatic. If you have a passion for the needs of others, an obsession with accurate and complete recommendations, and strict dedication to regulatory guidelines this the role for you!
Note the position is tailored based on experience. Those with insurance and/or client success experience may be fast-tracked through to the Relationship Manager role.
During an average day you will do some if not all of the following:
Email an HR Manager with important updates Accept a call with an employee being denied care at their doctor’s office Review a proposal to determine best plan options Translate healthcare jargon into accessible, everyday words Assist a colleague in solving a tricky problem Review forms, documenting any discrepancies or missing information Interact with industry contacts, aka carriers, to pull critical information regarding client policies Create accounts in our CRM and client software platforms Organize and manage a large list of projects and tasks that track employee changes Participate in a demo of our software platform Review individual and team stats and brainstorm ways to improve Qualifications:
Passion for helping others Dedication to continued improvement - can this be done quicker? better? Excellent written and verbal communication skills Proven ability to quickly learn complex subject matter Excellent organizational skills – able to keep track of multiple projects at one time Ability to pay attention to the smallest of details Past success improving work processes of some kind Desire to work in a team environment Ability to be self- and peer-managed Experience in customer service, human resources, and/or employee benefits a plus
About Decisely Decisely exists to make health benefits, business insurance, and human resource management simple, compliant, and cost effective for small businesses.
We empower employers and their employees to understand, make, and easily manage life’s most important decisions. To do so, we offer expert, professional, and personal advice from our experienced team of licensed health benefits and business insurance brokers/advisors.
We’re constantly optimizing processes for compliance and developing new technology to make HR less complicated.
We thrive on finding innovative methods to make HR management and benefits planning easy. By pushing the boundaries of what’s possible and putting people at the center of the Decisely process, we’re creating an experience like no other.
We are a community focused on social enterprise – committed to responsible, sustainable business practices and operations.
Decisely is proud to be Certified B Corporation, which means we are held to rigorous standards of social and environmental performance, transparency, and governance. Decisely is committed to maintaining these standards. We believe in the saying, "doing well by doing good." At Decisely, we want to create value for all and pass that value to various social and environmental causes. To establish our commitment to these values, we regularly monitor and publicly report our efforts to hold ourselves accountable to both people and the planet.