Client Specialist

Job Title: Client Specialist

Full or Part Time: Full-Time
Department: HORAN Employee Benefits

FLSA Status: Non-Exempt
Position Reports To: Client Specialist Leader

Position Summary:
Are you a creative and detail-oriented individual who strives for excellence? Will you thrive in a dynamic environment that requires organization, strong communication skills and the ability to manage multiple projects simultaneously? If the answer is yes, we have the perfect opportunity for you.

Our Client Specialist position is an entry-level role in our consulting team responsible for client relationship management, with opportunities for career growth and development. No previous experience is required, and we provide on the job training for all new associates. HORAN offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives.

Core Responsibilities:

• Provide extraordinary customer service for HORAN clients: provide day-to-day client support for your assigned block of clients, including troubleshooting issues and problem solving; Ensure client information for your block of clients is always accurate and up to date.
• Develop and deliver employee education and communication materials including live and virtual presentations.
• Collaborate with HORAN Account Managers to understand and address specific questions and insurance plan renewals for HORAN clients.
• Assist in the preparation of sales-related materials including bids and proposals.
• Coordinate annual processes across HORAN functions that relate to wellness planning, annual health care planning, and renewals for HORAN clients.
• Learn the Employee Benefits business from the inside out, by collaborating with HORAN colleagues, taking part in education meetings & carrier updates, and attending client outreach/appreciation events.
• Additional office management tasks as needed.

Preferred Qualifications:

• College degree preferred.
• No direct experience required, but experience is welcome.
• A state Health and Life License is a requirement of the role, but HORAN will support you in obtaining your license if you do not already have one.

Desired Skills:

• Ability to prioritize conflicting needs; handle matters expeditiously and follow-through on projects to successful completion, often with deadline pressures.
• The ability to build strong customer service relationships.
• Strong listening skills; oral and written communications skills.
• Proactive and self-reliant: the ability to make decisions on a timely basis and take necessary actions without direction from others.
• Ability to pay close attention to detail and accuracy.
• Strong time management skills.

• Proficiency in Microsoft Office products, especially Word, Excel and PowerPoint, as well as web-based applications.

HORAN History:
For close to 75 years, HORAN has served as a trusted advisor and thorough planner in the areas of employee benefits consulting, wealth management, and life insurance for estate and business planning. HORAN, with its 150 employees, has grown to become one of the region’s largest privately held financial services and insurance organizations. HORAN represents over 600 companies and 300,000 individuals. The wealth management division has greater than $2.9 billion under its care. HORAN is committed to the Health, Wealth and Life needs of its loyal clientele.

How to Apply:
Please visit the HORAN Careers Page or www.horanassoc.com/careers and click on the job title to apply.

Job Type: Full-time

Pay: $45,000.00 - $48,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Dublin, OH 43016: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Associate (Preferred)

Experience:

• Customer service: 1 year (Required)

Work Location: One location