Client Services Support – Employee Benefits

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E-Central Credit Union

WebsiteLinkedInAll Job Openings

11 - 50 employees

Welcome to E-Central Credit Union where you can Expect More from a financial institution, find Everything you need and access your accounts Everywhere! As a Member of a financial cooperative, you share in the profits of the Credit Union by receiving superior financial services. When you bank with E-Central, here’s what you get:

📋 Description

• Client support • Serve as a primary support contact for the collection, quoting, and presentation process for prospective and existing clients • Assist with new client onboarding, implementation, and ongoing benefit administration coordination • Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation • Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction • Technology support • Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates • Maintain and update benefit administration systems (e.g., Employee Navigator) and internal operational platforms • Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level-funded, and ancillary) • Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery • Enrollment and renewal support • Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements • Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development • Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners • Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications

🎯 Requirements

• 2–5 years of experience in employee benefits, insurance operations, client support, or a related field • Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred • Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows • Experience with CRM systems and benefit administration platforms (e.g., Employee Navigator) or similar tools • Proficient in Microsoft Office (especially Excel) and comfortable learning new systems and technologies • Ability to prioritize deadlines and manage competing priorities, particularly during renewal and enrollment cycles • Strong organizational and follow-through skills with a proactive, problem-solving mindset • Excellent communication and interpersonal skills with a focus on delivering high-quality client experience • Collaborative team player who can coordinate effectively with internal teams, carriers, and external partners • Desire to learn, grow, and develop within the employee benefits and client service career path.

🏖️ Benefits

• Competitive Compensation: Enjoy a competitive base salary and performance-based bonuses. • Industry-Leading Benefit Plans: Medical & ancillary, fully-funded company provided pension plan, HSA, 401k, flexible PTO, and more. • Comprehensive Training: We believe in setting you up for success. Benefit from comprehensive training programs to enhance your industry knowledge and sales skills. • Supportive Environment: Join a supportive team that values collaboration, growth, and celebrating achievements together. • Flexible Work Arrangements: We understand the importance of work-life balance. We offer flexible work arrangements to suit your lifestyle. • Career Progression: Grow with us! We offer paths for career advancement based on your skills, dedication, and performance.