Client Service Consultant Job Description

Many Client Service Consultants begin as customer service representatives fielding policy and claims questions, then advance into Client Manager or Account Manager roles overseeing full accounts. The path demands early mastery of how benefits, billing, and renewal changes interact across group insurance products, since brokers and plan sponsors expect answers and billing accuracy without escalation to sales. State licensing is often required within months. Renewal season tests how well policy summaries, benefit guides, and compliance documentation hold up under close broker and client scrutiny.

You will own the day-to-day resolution of complex benefits, billing, and claims questions, serving as the Client Service Consultant who keeps brokers, plan sponsors, and internal claims teams aligned through renewal. Working alongside client managers and service operations, the position resolves what an initial service call cannot, then documents the outcome for the next renewal cycle.

Career Impact: Client Service Consultants who master state licensing requirements and complex benefit administration build a credentialed path toward client manager and account manager roles.

Business Impact: Accurate handling of renewal documentation and escalated claims keeps plan sponsors and brokers from taking their book of business elsewhere.

Growth Opportunity: Each renewal cycle adds exposure to new funding structures and broker relationships, building the account ownership skills client managers rely on.

• Resolve escalated benefit, billing, and claims issues that require broker or sales team involvement to close.
• Maintain current working knowledge of benefit products, funding options, programs, and enrollment activity across assigned accounts.
• Coordinate renewal documentation, benefit summaries, and coverage disclosures with brokers ahead of plan effective dates.
• Liaise between clients, brokers, and internal claims or billing teams to close out open service issues.
• Educate clients and brokers on plan design, eligibility rules, renewal timing, and billing procedures.
• Audit billing and enrollment records regularly to catch and correct errors before they reach the client.
• Mentor newer service staff on escalation procedures, documentation standards, and complex account requirements.
• Track recurring service issue trends and recommend internal process changes to reduce repeat escalations.

• Bachelor's degree in business, finance, or a related field, or equivalent work experience.
• 3 or more years of health insurance or employee benefits experience, with direct client or broker contact.
• Working knowledge of group insurance products, funding structures, and enrollment administration.
• Ability to obtain a state insurance license within the required timeframe.
• Strong verbal and written communication skills for explaining complex benefit and billing issues.
• Demonstrated planning and organizational skills to manage multiple accounts and deadlines at once.
• Ability to build and maintain working relationships with brokers, clients, and internal matrix partners.
• Proficiency with standard office and case management software.

• Prior experience in managed care, group insurance, or retirement plan administration is strongly preferred.
• Familiarity with claims, billing, eligibility, and renewal systems used in group benefits administration is an advantage.
• Experience mentoring or providing guidance to less experienced service staff on complex accounts is a plus.
• Additional language skills are valued when supporting clients and brokers across several regions or markets.

• Escalation resolution time, measuring how quickly complex broker and client issues are closed.
• Renewal documentation accuracy rate, reflecting error-free benefit summaries and disclosures delivered on schedule.
• Client and broker retention rate, showing how well ongoing service protects the account relationship.
• Billing and enrollment error rate, tracking how many discrepancies are caught before reaching the client.
• First call resolution rate, measuring how often service issues close without further escalation.

• Base Salary Range: $48,000 to $65,000 per year
• Bonus: 5 to 10% of base, performance-based
• Equity: Not typically offered for this role
• Health Benefits: Medical, dental, and vision coverage
• PTO: 15 to 20 days annually, plus holidays
• Common Perks: Tuition assistance, licensing exam reimbursement, hybrid work options

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment is contingent on successful completion of a background check, which may include a review of credit history for roles handling client funds or sensitive account data. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by federal, state, and local law. Reasonable accommodation is available upon request for applicants and employees with disabilities. Candidates must be authorized to work in the United States.

The Client Service Consultant owns the resolution of complex benefit and billing issues for brokers and clients in the health insurance segment, serving as the primary point of escalation when sales involvement is required. Reporting to the service leadership team, the consultant works closely with client managers and matrix partners to keep renewal documentation and enrollment on schedule.

Key Responsibilities

• Develop strong business relationships with client managers, clients, brokers, and matrix partners to support the service model.
• Serve as subject matter expert for brokers, clients, and internal managers.
• Maintain expertise in products, funding, programs, services, and enrollment activity.
• Provide support for resolution of complex service issues requiring sales involvement.
• Lead service project work to identify issue trends and internal procedures affecting customer satisfaction.
• Educate clients and build relationships with them.
• Provide an overview of eligibility and billing systems to ensure proper procedures are followed.
• Provide renewal oversight, reviewing documentation in preparation for implementation.
• Review completed benefit summaries and coverage documentation.
• Audit billing to avert errors.
• Handle escalation of service issues internally using appropriate guidelines.
• Coordinate with account managers to ensure client needs are met.
• Attend mid-year meetings with account managers.
• Mentor and provide guidance to more junior team members.

Required Qualifications

• Bachelor's degree in business or a related field, or equivalent work experience.
• 3 or more years of health care or managed care industry experience, including product and account management knowledge.
• Working knowledge of funding options, benefits structure, and platforms.
• Ability to manage through systems and influence external and internal partners.
• Strong verbal and written communication skills.
• Demonstrated planning and organizational skills for managing multiple issues at once.
• Demonstrated ability to build strong working relationships with clients and matrix partners.
• Ability to obtain necessary insurance licenses.

Embedded within the HR solutions implementation team, the Client Service Consultant produces sustainable data models and configuration solutions that satisfy customer requirements across the product range for international customers. Working closely with principal consultants and the build team, the consultant resolves technical issues, documents fixes for future reference, and helps recruits master the product.

Core Functions

• Communicate with customer contacts to understand technical aspects of requirements.
• Ensure implemented functionality is tested and delivered on time.
• Provide accurate and sustainable resolutions to reported problems and document them.
• Provide sustainable data models and solutions to satisfy customer requirements.
• Function as liaison between the principal consultant and the client-facing team.
• Analyze the effort involved in implementing solutions and provide estimates.
• Develop complex functionality with the build team.
• Develop and maintain relationships based on trust and credibility with customers.
• Help continuously improve the support service to maintain customer satisfaction.
• Identify and report defects with global implementation and product teams.
• Maintain and contribute to the knowledge base library.
• Train and assess recruits.
• Advise clients to optimize their use of the product.
• Adjust the product configuration when requested.

Qualifications & Experience

• Bachelor's degree in engineering or computer applications, or equivalent.
• Proven experience supporting international customers, including managing small teams and delivering projects.
• Experience working with HR information or CRM systems is an advantage.
• Experience working with SQL is an advantage.
• Knowledge of HR legislation is an advantage.
• Ability to understand client business requirements and recommend appropriate solutions.
• Excellent logical and problem-solving skills.
• Fluency in English and Dutch, written and oral.

Reporting to the data management services delivery team, the Client Service Consultant owns configuration and onboarding for capital markets and asset management clients, defining the approach before hands-on delivery begins. Partnering with sales, product, and technical resources, the consultant turns complex business requirements into functional components that meet contracted service commitments.

Primary Duties

• Lead delivery of onboarding configuration activities in line with contracted service commitments.
• Own the overall vision of the service to be provided.
• Define configuration tasks and the approach to delivery.
• Analyze requirements with sales, product, and technical resources to support delivery.
• Prioritize work against team capacity in the dynamic planning process.
• Analyze customer business processes and system environment.
• Manage and execute hands-on configuration of the solution.
• Integrate with other services and divisions to deliver the complete solution.
• Communicate capabilities and limitations to clients.
• Drive discovery workshops and present solutions to large audiences.
• Decompose complex business information into functional user stories and components.

Skills & Qualifications

• Bachelor's degree in a related field, or equivalent work experience.
• Extensive experience in a customer service delivery role within financial services capital markets or asset management.
• Business applications delivery experience, preferably within a consultancy practice.
• Experience configuring a microservice environment and using API and cloud-based services.
• Experience delivering managed services for enterprise financial applications.
• Experience with agile development principles and practices.
• Knowledge of vendor pricing and reference data feeds.
• Strong presentation and customer-facing skills.

Sitting at the intersection of client transactions and internal risk controls, the Client Service Consultant executes client-directed transactions while escalating anything that threatens service satisfaction or financial liability. Operating across multiple internal systems and departments, the consultant documents desk procedures, maintains accuracy under high transaction volume, and resolves email inquiries from clients, colleagues, and vendors.

Duties

• Collaborate with multiple departments to receive, track, and execute client-directed transactions.
• Escalate potential risks that affect service satisfaction or financial liability.
• Interact with clients to deliver clear, effective communication and outstanding service.
• Identify issues, recognize trends, and work proactively to improve processes.
• Develop, document, and periodically review desk procedures.
• Maintain accuracy despite complex requests and periods of high volume.
• Manage and resolve email inquiries from colleagues, clients, and vendors in a timely manner.

Requirements

• BA or BS degree is preferred.
• 3 or more years of experience in trust, financial services, legal, or account management.
• Customer service focus with experience eliciting information and recommending solutions.
• Strong attention to detail and accuracy.
• Ability to navigate multiple computer systems and applications to find information.
• Ability to comprehend complex operational processes and their interrelationship.
• Solid troubleshooting and problem-solving skills.
• Experience communicating with individuals at various levels within an organization.

A key member of the client delivery team, the Client Service Consultant manages content delivery and ongoing analytic requests for consumer packaged goods clients, from ad hoc reporting through quality tracking. Collaborating across sales, category management, and trade marketing groups, the consultant turns data into recommendations that keep service opportunities and metrics on track.

Functions

• Manage content delivery for the client, including satisfaction measures.
• Coordinate and execute high-quality ongoing analytic and ad hoc requests.
• Produce ad hoc reports and presentations across strategic and tactical applications.
• Consult with sales, category management, and brand and trade marketing groups using analytical skills.
• Identify and develop new service opportunities with the client.
• Establish and track critical metrics to measure progress against quality initiatives.
• Develop and leverage collaborative relationships with delivery teams.
• Ensure coordination between business development and client insights teams.

Experience & Qualifications

• Bachelor's degree required; advanced degree a plus.
• 3 or more years of experience in marketing or sales with a consumer packaged goods company.
• Demonstrated expertise translating data and analysis into relevant implications.
• Experience with syndicated data is a plus.
• Strong project management and process skills.
• Ability to engage in a consultative manner with clients on content deliverables.
• Flexibility of work schedule to cover night and weekend work when needed.

Correspondent lender volume and loan quality depend on the Client Service Consultant, who resolves escalated loan-level issues and reviews seller pipelines for compliance before problems reach the account executive. Serving as the internal point of contact for correspondent partners, the consultant leads monthly business review calls and supports prospecting for incremental volume.

Accountabilities

• Coordinate with the account executive on prospecting, onboarding, and ongoing client support.
• Serve as internal point of contact for escalated loan-level and processing issues.
• Communicate proactively with correspondent lenders, including leading monthly business review calls.
• Analyze client pipelines to determine opportunities for manufacturing quality improvement.
• Review seller pipelines for compliance with process and procedural requirements.
• Assist the account executive in obtaining incremental volume and prospecting new clients.
• Provide service on post-purchase issue resolution, funding issues, and servicing inquiries.
• Maintain and verify lender contact information and website administrator setup.

Position Requirements

• Bachelor's or university degree, or equivalent experience.
• 3 to 5 years of correspondent lending origination experience, specifically in sales support and operations.
• Excellent oral and written communication skills.
• Good record of proactively building relationships with internal partners and external clients.
• Skilled with standard office and account management applications.

As the Client Service Consultant, this role manages client portfolios against approved allocation models while guiding participants through savings and investment gaps in their 401(k) or 403(b) plans. The retirement plan advisory team relies on this work to keep annual testing, government filings, and plan documents in compliance with IRS, ERISA, and Department of Labor requirements.

Activities

• Provide defined contribution consulting solutions related to advisory services.
• Manage client portfolios according to approved asset allocation models.
• Provide individual and global investment advice to plan participants.
• Identify and address participant savings and investment gaps.
• Assist clients with IRS, ERISA, and Department of Labor compliance.
• Complete or review annual plan administration, including testing and government filings.
• Review, create, and distribute plan documents.
• Prepare trust accounting and complete contribution and allocation calculations.

Professional Experience

• Bachelor's degree, or high school diploma or GED.
• Pursuing Qualified Pension Administrator or Qualified 401(k) Administrator certification.
• 3 or more years of retirement plan investment advisory experience in a 401(k) or 403(b) environment.
• Comprehensive knowledge of industry concepts, practices, and procedures.
• Comprehensive knowledge of pertinent laws, regulations, and professional standards.
• Proficient use of applicable technology and office software.
• Ability to anticipate and elicit customer needs.
• Ability to travel as necessary.

Client Service Consultant delivers reporting, analysis, and renewal support for large health care accounts alongside a key account manager, tracking claims and performance guarantees to keep the relationship profitable. Success in the position means holding a Minnesota insurance license, managing several account assignments at once, and keeping decision-makers and lead consultants engaged between renewals.

Operational Focus

• Partner with a key account manager on large accounts to provide reporting, analysis, and service.
• Retain and grow assigned accounts on a profitable basis.
• Coordinate benefits and trend management strategies with other departments.
• Analyze financial and claim data in employer reports for renewal and performance guarantees.
• Develop and maintain relationships with lead consultants on accounts.
• Develop and maintain relationships with key decision makers on assigned accounts.

Background & Experience

• Bachelor's degree and sales or account management experience in the health care industry.
• Minnesota insurance license required within 3 months of hire.
• Prior health care experience and experience working in a team environment are preferred.
• Knowledge of basic insurance underwriting principles.
• Demonstrated group presentation, negotiation, and problem-solving skills.
• Ability to manage multiple project assignments and work effectively at all levels.
• Demonstrated capacity for working in a fast-paced setting.
• Current, valid driver's license and daily access to an insured vehicle.

The Client Service Consultant delivers telephonic and face-to-face service to customers and intermediaries, processing benefit payments and claims while adhering to daily production and compliance standards. Reporting to the service delivery team, the consultant mentors less experienced colleagues and maintains relationships with brokers and other relevant departments.

Key Deliverables

• Provide telephonic and face-to-face service to customers and intermediaries.
• Deliver on daily production standards and adhere to service and quality standards.
• Adhere to business, process, and compliance rules.
• Mentor less experienced consultants.
• Maintain relationships with relevant departments, intermediaries, and brokers.
• Manage customer relationships in person or telephonically.
• Inform clients of requirements and procedures.
• Process relevant benefit payments and claims.
• Perform general office administration such as follow-ups and policy changes.

Required Qualifications

• A first degree or its equivalent.
• Relevant work experience in customer service, including in a technical operations department.
• Supervisory experience.
• Good knowledge of standard office software.
• Strong relationship management skills.
• Excellent verbal and written communication and interpersonal skills.

Embedded within the investment client services team, the Client Service Consultant develops responses to investment administration queries for clients and independent financial advisers across telephone, email, and in-person channels. Working closely with advisers and investors, the consultant provides product information and supports ad hoc client services projects as they arise, building the communication and adaptability skills the role depends on.

Areas of Ownership

• Handle all client contact by telephone, email, and in person.
• Ensure the highest level of client service to clients and independent advisers.
• Assist clients with investment administration queries.
• Provide investment and product information to advisers and investors.
• Participate in ad hoc client services projects.

Background & Experience

• A relevant financial degree or qualification, at Matric or Grade 12 level and above.
• 3 years of experience in the finance or investment industry.
• Customer relationship management software experience is advantageous.
• Exceptional written and verbal communication skills.
• Good problem-solving skills with adaptability to change.
• Effective independent communication and situational adaptability.

Sitting at the intersection of software implementation and client advisory, the Client Service Consultant refines how clients use the human capital management platform, from first questions through ongoing account support. Operating across phone and email channels, the consultant grows client relationships and steps in wherever the broader team needs support on active implementations.

Job Functions

• Represent the organization in a courteous, professional, and timely manner.
• Provide prompt, efficient, and accurate service by telephone or email.
• Grow client relationships as a valued consultative partner.
• Advise clients on how to fully use the human capital management platform.
• Help other team members as needed.

Qualifications & Experience

• Associate's degree or equivalent business experience.
• 2 or more years of software implementation experience, preferably in an HCM environment.
• Experience in the HCM or PEO industry is a plus.
• Proven track record working in a customer-facing role.
• Excellent written and oral communication skills.

Policy accuracy and case turnaround depend on the Client Service Consultant, who reviews application information, escalates at-risk timelines, and resolves post-sales policy problems before they affect the client. Serving as the subject matter expert for case processing, the consultant maintains relationships with advisors and underwriters throughout each policy's administration.

Day-to-Day Responsibilities

• Serve as subject matter expert for case processing and policy administration.
• Manage insurance policies administratively, including contracting, issuance, and billing.
• Monitor case progress and provide ongoing status updates, escalating as needed.
• Review application information and proactively seek information to expedite the process.
• Escalate issues and apply critical thinking when timelines are at risk.
• Look for ways to expedite and improve processes and services.
• Maintain relationships with financial advisors, underwriters, and internal sales consultants.
• Resolve post-sales client service policy problems.

Requirements

• Bachelor's degree or equivalent education, training, and work-related experience.
• 2 years of customer service experience, with case analysis and problem-solving.
• Effective interpersonal and written communication skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently and in a team environment.
• Demonstrated proficiency in basic computer applications.
• Strong attention to detail and accuracy, with sound judgment.

As the Client Service Consultant, this role owns client requests end-to-end, leading projects and presenting plan design alternatives across dental, life, and disability product lines. The broker and financial teams rely on this work to keep contract documents, reports, and account audits accurate through each implementation.

Scope of Work

• Hold overall accountability for client requests and lead projects.
• Provide clients with alternative solutions and plan design alternatives.
• Lead and participate in customer- and internal-facing presentations and meetings.
• Act as a liaison to assist with problem resolution and troubleshooting.
• Participate in client account audits and the strategic planning process.
• Partner with the financial team to complete client reports and identify trends.
• Lead and coordinate implementation of additional product lines.
• Establish processes and reports, review contract documents, and complete broker agreements.

Experience & Qualifications

• 3 to 5 or more years of relevant experience.
• Knowledge of group benefits core products, including dental, life, and disability.
• Proficiency with standard office software.
• Excellent organizational, interpersonal, and communication skills, written and verbal.
• Strong project management skills, including problem-solving and analytical thinking.
• Ability to work autonomously and handle multiple tasks under flexible priorities.
• Ability to balance client expectations with organizational capabilities.

Client Service Consultant oversees complex accounting processes and reporting for key clients and national accounts, acting as project leader on major implementations. Success in the position means becoming the primary contact for critical and high-profile clients while building the insurance or financial services background the seat demands.

Accountabilities

• Oversee support of multiple complex clients.
• Prepare and complete complex accounting processes, calculations, and reports.
• Serve as primary contact for key clients and national accounts.
• Act as project leader for implementations.
• Serve as primary contact to critical and high-profile clients.

Knowledge, Skills & Abilities

• High school diploma, or bachelor's degree for the senior track.
• 3 to 5 years of relevant experience, or 5 to 7 years for the senior track.
• Ability to communicate clearly, both verbally and in writing.
• Customer service and relationship management skills.
• Understanding of how to provide exceptional customer service and develop relationships.
• Proficient problem-solving skills.
• Proficiency with standard office software.
• Prior insurance knowledge or financial services background is preferred.
• Proficient knowledge of group products, services, and systems.

Embedded within the connectivity service and business operations team, the Client Service Consultant coordinates client proposal creation and guides Client Business Units through telematics service inquiries and contract compliance. Working closely with affiliates and partners, the consultant manages pricing models and keeps clients current on service and business operation status.

Operational Focus

• Lead projects related to account management, client service, and partner management.
• Act as consultant to client companies to enhance their telematics service.
• Coordinate with internal departments for client proposal creation.
• Serve as single point of contact for connectivity service inquiries and requests.
• Manage billing, reporting, wireless account management, and contract compliance.
• Facilitate contract development and amendments with clients and partners.
• Manage subordinate business process analysts, as applicable.
• Create and manage customer pricing models aligned with strategic direction.

Technical Qualifications

• Bachelor's degree, or equivalent work experience.
• 8 or more years of experience in telematics, IT, telecommunications, or automotive.
• 7 or more years leading business strategy or technology projects.
• Consulting experience at a top-tier consulting company is highly desirable.
• Ability to interpret difficult instructions and recommend reasonable courses of action.
• Ability to travel frequently to international sites.
• Strong interpersonal skills and ability to collaborate across cross-functional teams.
• Ability to create standard forms, templates, and processes.

A key member of the client delivery organization, the Client Service Consultant guides content delivery end-to-end, providing ongoing support for data questions, story building, and troubleshooting on client solutions. Collaborating across product management, support, and sales teams, the consultant drives transformation at the client and delivers executive communications.

Work Activities

• Manage the end-to-end process of content delivery.
• Synthesize content effectively in writing and verbally.
• Proactively manage communication and expectations with clients and cross-functional teams.
• Provide ongoing support for data questions, story building, and troubleshooting.
• Work closely with product management, support, and sales teams.
• Collaborate with virtual and diverse onshore and offshore teams.
• Provide escalation support and deliver executive communications.
• Establish and maintain scorecard metrics to measure progress.

Professional Experience

• Bachelor's degree, or 5 or more years of relevant experience.
• Experience working in a consultative manner with clients.
• Successful experience delivering data and technical training for clients.
• Strong leadership skills, able to lead and inspire trust in remote teams.
• Outstanding verbal and written communication skills and professional etiquette.
• Demonstrated expertise managing and enforcing processes and compliance initiatives.
• Proven technical abilities, including experience with Excel and data management tools.
• Flexibility in work schedule to cover night and weekend work when needed.

Accurate payroll delivery depends on the Client Service Consultant, who processes allocated client payrolls and resolves technical issues while pursuing first-call resolution on every inbound contact. Serving within the payroll operations team, the consultant logs threatened business, updates processing schedules, and escalates extension opportunities to the relevant department.

Performance Expectations

• Process allocated client payrolls accurately and on schedule.
• Provide inbound telephone support with a goal of first call resolution.
• Enter relevant issues and activities into the client information system accurately.
• Log threatened business and escalate as required to management and team leaders.
• Update and communicate client payroll processing schedules per standards.
• Identify and escalate opportunities for extension business to relevant departments.
• Manage daily issue closure and adherence to statutory requirements.
• Provide technical support and implementation of the payroll product.

Core Responsibilities

• Minimum 18 months of call centre or helpdesk experience.
• Experience with standard office software, including spreadsheets.
• Payroll or customer service experience is highly regarded.
• Demonstrated effective written and verbal communication with clients and staff.
• Ability to work under pressure of time constraints while prioritizing issues.
• Willingness to work flexible hours when required.
• Strong stakeholder management and attention to detail.
• Results accountability and risk management awareness.

As the Client Service Consultant, this role creates a connection with customers and distribution partners by understanding their needs and delivering timely service outcomes. The distribution and customer service team relies on this work to manage calls efficiently while adhering to compliance requirements and quality standards.

Key Deliverables

• Create a connection with customers by understanding their needs.
• Deliver timely service outcomes for customers and distribution partners.
• Manage customer calls in a timely and efficient manner.
• Attend and participate in office-based training and team meetings.
• Ensure adherence to compliance requirements and quality standards.

Required Qualifications

• Relevant industry experience is desired but not essential.
• Experience working towards key performance indicators.
• Strong customer focus and ability to connect with customers.
• A proactive approach and resilience to overcome customer objections.
• Strong interpersonal communication skills, written and verbal.
• Ability to work collaboratively in a team environment.
• Ability to multitask and confidently manage multiple technologies.

Client Service Consultant guides client accounts on compliance with service level agreements and immigration regulations, overseeing quality of service on a regional or global level. The work directly supports commercial success through accurate billing practices, ongoing case team training, and identification of new business opportunities within existing accounts.

What You'll Do

• Monitor client accounts to ensure compliance with service level agreements.
• Advise clients on strategic issues related to service delivery or immigration compliance.
• Identify operational weaknesses and address them with the appropriate manager or partner.
• Provide ongoing client training to case teams as appropriate.
• Support commercial success by identifying and resolving billing issues.
• Support senior members of the client services team on larger accounts.
• Find and develop additional business opportunities with clients within any region.
• Ensure advice to clients is accurate and timely.
• Play an active role in the implementation of projects and phased rollouts.

Required Qualifications

• Bachelor's degree or equivalent experience.
• Experience in corporate immigration law, global mobility, or immigration.
• Experience working across more than one jurisdiction is preferred.
• Experience handling complaints and account management activities such as reporting.
• Can develop outstanding working relationships with client contacts.
• Clear, well-organized written work product internally and externally.
• Additional language skills are a plus.

Embedded within the client solutions, interfaces, and deployment teams, the Client Service Consultant masters platform functionality to provide expert consulting on integration, implementation, and deployment for leading EHR applications. Working closely with product marketing and operations groups, the consultant builds business cases for new features while managing rollouts across multiple clients.

Duties

• Master product functionality to provide expert consulting services.
• Collaborate cross-functionally to strategize on client calls and technical setup.
• Diagnose issues and problem-solve solutions using technical configuration skills.
• Manage implementation projects efficiently within a reasonable timeframe.
• Increase integration footprint by identifying opportunities for add-on products.
• Build business cases for new features and enhancements.
• Serve as the main point of contact for review and approval of materials.
• Support additional integrations depending on business needs.

Qualifications & Experience

• Bachelor's degree required.
• Certification in an EHR scheduling software.
• 4 years of experience with a leading EHR platform.
• Solid understanding of the agile development methodology.
• Well-versed in leading EHR modules such as scheduling and billing.
• Ability to work interdepartmentally to coordinate solutions.

Reporting to the underwriting team, the Client Service Consultant designs efficient responses to telephone queries from direct clients, brokers, and travel agents while verifying rating principles and mandates. Partnering with internal stakeholders, the consultant executes sales quotes and explains benefits, sums insured, and policy terms to callers.

Key Responsibilities

• Handle telephone queries from clients, brokers, and travel agents.
• Communicate professionally and respond to queries within 24 hours.
• Execute sales quotes from the website.
• Provide factual information on benefits, sum insured, and policy terms.
• Load claims on the back office system and send follow-up emails.
• Handle daily enquiries, amendments, cancellations, and policy wording questions.
• Register new claims and submit policy change requests for authorization.
• Monitor and respond to the shared inbox.

Skills & Qualifications

• Matric or Grade 12, numeracy and literacy in English and Afrikaans.
• Minimum 1 year of call centre experience.
• Sound understanding of the insurance industry.
• Sound understanding of principles of treating customers fairly.
• Strong knowledge of standard office software.
• Good communication skills, including writing and presentation.
• Relationship management skills.
• Self-management skills, including organizing work, space, and time.

A key member of the operations team, the Client Service Consultant runs cash and position reconciliations while producing timely and accurate client reports for the organization's portfolios and funds. Collaborating with investors and internal partners, the consultant answers ad hoc questions and leads client onboarding, offboarding, and process improvement projects.

Core Responsibilities

• Provide oversight for cash and position reconciliations.
• Manage operational aspects of deal flow from origination through settlement.
• Produce and deliver timely and accurate client reports for portfolios and funds.
• Answer ad hoc and follow-up questions from clients and investors.
• Lead the client onboarding, offboarding, and change management process.
• Lead projects to achieve efficiencies and improve existing processes.

Requirements

• Undergraduate degree in business administration, accounting, or finance.
• 3 to 6 years of relevant experience in financial services or investment management.
• Experience with relevant portfolio and reporting systems is a plus.
• Proficiency with standard office software.
• Excellent written and verbal communication skills and attention to detail.
• Demonstrated record of success servicing institutional clients or funds.
• Exceptional multi-tasking and time management skills.

Contractual service delivery depends on the Client Service Consultant, who maintains day-to-day site operations and desk procedures while meeting deliverables outlined in the scope of work. Reporting to the program manager, the consultant trains new workers, resolves worker and client issues, and coordinates staffing supplier performance.

Duties

• Maintain desk procedures and day-to-day processes for efficient operation.
• Implement new processes to strengthen efficiency.
• Conduct or supervise orientation for new workers.
• Resolve worker-related issues on time.
• Provide consistent updates on problems and resolutions to the program manager.
• Research and process billing discrepancies from clients or suppliers.
• Train newer team members on systems and procedures.
• Ensure all deliverables outlined in the scope of work are met.
• Generate required weekly reports to the client and internal teams.
• Facilitate fulfillment of temporary requisitions through internal systems.
• Manage relationships with approved staffing desk suppliers.
• Coach and counsel suppliers to improve performance and satisfaction.
• Escalate difficult situations to the program manager and hiring manager.
• Assume ownership of program-related projects within defined timelines.

Position Requirements

• Strong customer service manner required at all times.
• Ability to conduct business communications effectively, verbally and in writing.
• Can consistently follow through so that issues are resolved on time.
• Display integrity in the use of equipment, resources, and materials.
• Ability to identify process efficiencies and recommend improvements.
• Sound judgment and good decision-making with critical issues.

As the Client Service Consultant, this role runs account management and relationship activities as the primary contact for assigned hospice and durable medical equipment accounts. The client network relies on this work to resolve service issues, coordinate training for new clients, and generate qualified leads for prospective hospice partners.

Areas of Ownership

• Build and maintain relationships with clients and network partners.
• Address areas of concern and identify opportunities for client satisfaction.
• Meet with clients and attend conferences to strengthen relationships.
• Generate leads for prospective clients by introducing available services.
• Understand client contracts regarding terms, renewal dates, and amendments.
• Lead implementation of new clients and transitioning providers.
• Conduct educational sessions through onsite trainings, calls, and webinars.
• Monitor client progress, claims, calls, and payables.
• Enter and capture contact information to manage territories and activities.

Background & Experience

• Bachelor's degree in marketing, finance, accounting, or business administration.
• 1 year of sales experience, or 3 to 4 years preferred.
• Experience managing a project from inception to implementation is preferred.
• Operational experience in a hospice environment is strongly preferred.
• Experience in healthcare or medical fields involving durable medical equipment is preferred.
• Knowledge of common sales communication techniques and client value propositions.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work from a home office to accomplish objectives.

The Client Service Consultant delivers against contractual service level agreements for fraud, losses, rule performance, and customer interruption levels on assigned credit card accounts. Reporting to the fraud strategy team, the consultant represents the organization in client-facing meetings, providing executive-level updates and presentations.

Duties

• Deliver against contractual service level agreements for fraud and customer interruption.
• Optimize management of fraud and risk management tools.
• Deliver against the team vision of minimizing the total cost of fraud.
• Represent the organization as the face of fraud strategy in client meetings.
• Communicate effectively with internal and external customers at all levels.
• Define target performance metrics and fraud architecture models.
• Review best practices to maximize queue penetration and case returns.

Required Qualifications

• Education to degree level.
• Business quality process management qualification is preferred.
• Experience in the credit card industry, specializing in card fraud.
• Experience working at management or specialist level.
• Working experience in card scheme rules.
• Experience working with relevant fraud detection and analytics product sets.
• Fluency in Dutch, German, French, or another European language is a plus.

Embedded within the national accounts team, the Client Service Consultant provides administrative and customer service support for large federal government group insurance clients, managing account administration and customer-related projects. Working closely with the account executive and client services director, the consultant owns day-to-day customer satisfaction and problem resolution.

Core Responsibilities

• Manage account administration and customer-related projects for national accounts.
• Partner with the account executive and client services director in client meetings.
• Own day-to-day customer satisfaction and problem resolution.
• Provide consultation during new business opportunities and coordinate implementation.
• Manage customer benefit communications and provide plan design recommendations.
• Serve as liaison between the customer and internal product units.
• Assist with customer account audits and the strategic planning process.
• Support cross-functional project teams for key national account initiatives.

Required Qualifications

• 3 or more years of group insurance knowledge or experience.
• Experience in a customer service or client-facing role.
• Understanding of account management principles and consultative responsiveness.
• Analytical thinking and decisiveness.
• Ability to work autonomously and multi-task.
• Ability to work within hard deadlines and target dates.